Email from Dan F 2023/08/24
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1h 0m
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0h 0m
Entries
2
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Time by team member
| Team member | Entries | Hours |
|---|---|---|
| Caleb Harvey | 2 | 1h 0m |
Recent time entries
Last 2
| Date | Description | Who | Duration | Status |
|---|---|---|---|---|
| 24 Aug 2023 | - add slide to referral form - after the user hits the submit button it will take them to slide two - add all the info onto the first slide - on the second slide have a text field that thanks the user for submitting the form | Caleb Harvey | 0h 15m | invoiced |
| 24 Aug 2023 | No Marketing tick box is not working - Moved field header to back of layout as it was blocking the check box on web direct Add a tick box called ‘Director Contact Only’ next to the ‘No Marketing’ tick box - Create field in contact table named ACTION Director - Duplicate the no marketing box and change the selected field to the newly created one - Set a conditional format on the phone portal to be red if the diretor contact only box has been ticked When we are in a job or contact card and we send a communication out, we wont want the client/property record to close out completely. We want to be able to send the communication and still be in the client/contact card - Add the same script to the send and delete button as what sits on the back button to go back a card - Change the new communication create to follow the as when clicking on a communication out of the portal so the correct global variables are set Made the following changes to referral form: - moved heading to just below logo - change commission structure to referral program - add a d to the word pleased, remove 'a' before $20, add property after residential, remove any reference to commercial properties, remove incentive - add a 5th paragraph: Your commission payments will be paid quarterly i.e. at the end of March, June, September and December - first tick box replace referral with commission - replace incentive with commission on sentence above BSB box | Caleb Harvey | 0h 45m | invoiced |
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