Email from Daniel and Theo 2023/05/17

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9h 0m
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6
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Time by team member
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Caleb Harvey69h 0m
Recent time entries
Last 6
DateDescriptionWhoDurationStatus
19 May 2023Thanking Referrer Email - Write template for referrer to be sent out at 'Ready For Tax Production' Job Status - Mark template as ACTION ISReferrer - Add new relationship to contact job join and communication template to match contact job join::referrer with the bult template::ACTION IsReferrer - Rescript commmunications to send if the the contact ID doesn't match the Referrer ID in the 'Ready for Tax Production' Stage - If the above query does match: Send off the referrer email communication template to the referrerCaleb Harvey1h 0minvoiced
18 May 2023- Create png image from bank details text on WebPay Stripe form as text shows up differently depending on browser - Add Border to Job communications note features - Add website field into the contact details screen - Sort contacts in job to have the newest at the top - Allow searching for name by two letters instead of full name for jobCaleb Harvey1h 0minvoiced
18 May 2023Phone Call - Going over the email list with Daniel to see what's left to doCaleb Harvey0h 30minvoiced
17 May 2023- Remove Australia from all email templates - get the owners details added on the RFI form when we are missing either first name, last name , email or address, DOB - create image from bank transfer details as text changes for each web viewer - Allow user to change task date on task - Add tasks for seven days after job has been complete to call organic referrers - Add templates for organic referrers to fire when job status is "Ready for Tax Production" - Moved fields around in RFI form while on phone call to Dan and TheoCaleb Harvey3h 30minvoiced
17 May 2023Perfect SendGrid email signature to look proffessional and the same as outlook signatures. - Resize image until a happy size has been metCaleb Harvey1h 30minvoiced
17 May 2023- Insert column for company name in RFI form - Create option of copying the payment link - On the Payment Options form – renamed ‘Submit Information’ to ‘Process Payment - On the RFI email – renamed “Date Available to Rent’ to ‘Date Available for Rent’ - Fix logo looking stretched - Send email to Dan and Theo after web request form has been submittedCaleb Harvey1h 30minvoiced
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