Client data export
completecompleted 22 Aug 2023
Total logged
7h 15m
Uninvoiced
0h 0m
Entries
4
Invoices
0
Time by team member
| Team member | Entries | Hours |
|---|---|---|
| Scott Oliver | 1 | 4h 0m |
| Caleb Harvey | 3 | 3h 15m |
Recent time entries
Last 4
| Date | Description | Who | Duration | Status |
|---|---|---|---|---|
| 11 Sept 2023 | Adding the state to the email export for csv - In the script for the csv export, go to the loop that loops through the data - Add a new line that gets the nthRecord of the contact join for email and uses the region state descriptor - test that this is using the correct state for each email line - add the heading to the first setting of the export variable - Working correctly | Caleb Harvey | 0h 45m | invoiced |
| 30 Aug 2023 | Contact Export Relationships - Trying to Export the Relationships to Excel/CSV - Adding the Contact Join onto the end of the export with the relationship showing only action type 0 "Relationships" - Fields to show: Name, Note, Comments, State, Email, Phone - Testing export on large group of contacts to see it working correctly as a data dump - Copying export details to csv export for consistency cross both export types | Caleb Harvey | 1h 15m | invoiced |
| 30 Aug 2023 | Contact Export Field Test - Testing all fields to ensure they are coming through to the export correctly - Last communication not coming through to export -Checked the communication join. Contact relationship to ensure it was joined up correctly -The base table was set to communication instead of communication join so was not correctly displaying - Email field coming through as 0 - Changed Info Email calculation to test instead of number which resolved the issue - Account website is not displayed on the contact page, instead changed field to website which is displayed on the contact page - All fields coming through to the export | Caleb Harvey | 1h 15m | invoiced |
| 10 Nov 2022 | Creation and testing of export functionality from web portal which included financial data, approvals, dealings and land access | Scott Oliver | 4h 0m | invoiced |