General user experience requests

active
Total logged
47h 35m
Uninvoiced
0h 0m
Entries
19
Invoices
4
Time by team member
Team memberEntriesHours
Mark Hughes1231h 50m
Caleb Harvey512h 15m
Scott Oliver23h 30m
Recent time entries
Last 19
DateDescriptionWhoDurationStatus
5 Sept 2023Anita unable to access all tenements - Ensuring Anita's account load in as executive by logging in with their account - Isolating any differences between Anita and Leanne's account to see why Leanne can see more tenements - Looking in the back end against the relationships to see what is missing from Anita's contact account - Clearing all filters in the tenement agrid list with no results - Clearing the sorts on the list to see if any of them contain filters - Finding the tenement template filter to be on with 1 of the WA templates being unselected - Selecting this filter and looking to find that all tenements are now visible to AnitaCaleb Harvey2h 0minvoiced
5 Sept 2023Changing Anita's access privileges to Executive and ensuring the back end security management has updated this against their contact recordCaleb Harvey0h 45minvoiced
21 Aug 2023Amets - Add feature to change Main Client; Mark Hughes2h 0minvoiced
15 Aug 2023Amets - Remove unwanted Application - currently no way to deleteMark Hughes1h 25minvoiced
11 Aug 2023Amets - Add a new privilege set "Admin" - reduce access to Contact table for "Data Entry"; Fix adding notes as per Anita's requestMark Hughes2h 45minvoiced
25 July 2023AMETS -Mmodified the “ + Irregular” button on “Overview” tab. The popup window now shows the relevant states Irregular Tasks (marked in green) as well as the Tenement Type tasks; Minor fix for Claire - covenant value not updating on Tenement list.; Email updates to LeanneMark Hughes5h 30minvoiced
4 July 2023AMETS - Mods to task report; Emails to Leanne regarding clarification on a few issues; Add in missing tasks on Prospecting Licences for Claire; Mods to certain tasks to become "Required"Mark Hughes3h 30minvoiced
3 July 2023AMETS - Responding to various requests; Troubleshoot rent calcs - refresh all recent related tenements; Add a date range to task report; Investigate why certain tasks arent showing for AnitaMark Hughes3h 0minvoiced
30 June 2023Ability to Archive Contacts - Add an ACTION Archive field to the contact database - Create a button in the record admin that sets the field to 1 - Change contact Nav in backend to only link to contacts with archive set to 0 - Set all current contacts archive status to 0 - Create Archive relationship that is the same as contact Nav table with the action Archive set to 1 - Add a portal behind the contact nav portal that is contact nav ARCHIVE to display archived contacts - Add button at the top of contact list to show/hide archived contacts - hitting the button on will set global variable to 1 when this variable is 1 the main contact nav is hidden and archived table is shown - hitting button again reverses this process - add field to contact join that calculate the value of related contacts archive status - add button above archive portal to set a global variable to 1 or "" - changed portal filter to show / hide archived contacts or non archived contacts based on the global variables valueCaleb Harvey4h 30minvoiced
30 June 2023Allow Companies to be Individual Contacts - Add individual action to every contact record - show/hide it from the contact details page based on if it is a company / client / etc - add first and last name onto same line and hide them if individual company isn't checked - Now user can input first and last name if a company / client is represented as an individual clientCaleb Harvey4h 0minvoiced
28 June 2023Surrendering Tenements - When a data is added into the relinquished field, prompt user if they wish to continue and delete all future pending tasks - Create linked surrender tasks set up through the tenement configuration screen based off of the relinquished date - set the status field to "Surrendered"Caleb Harvey1h 0minvoiced
19 June 2023AMETS - Investigate removing tasks from FMG; Add feature to allow copying of groups of tenements from Group Task layout.Mark Hughes3h 0minvoiced
3 May 2023Amets - project portal adding notes functionality. Mark Hughes2h 0minvoiced
27 Apr 2023AMETS - work through email list from Leanne; Manually change rent; Allow override of "Entered by" on Dealings; Allow modification of Accounts that have been entered as Contacts; Fix bug with Contact Lookup on Land Access;Mark Hughes5h 0minvoiced
29 Mar 2023Format text in tenement notes to always be plaintext.Mark Hughes0h 10minvoiced
20 Mar 2023AMETS - Investigate potential problem where Tasks are showing different "Clients" for the same tenement; Identified several tasks and updated to show correct client; Fixed updating processMark Hughes2h 0minvoiced
15 Mar 2023AMETS - Fix updating of "Stop Work" flag on Tenements and Tasks.Mark Hughes1h 30minvoiced
18 Aug 2022Warning function on contact for stop work, when checked, this directly updates view on tenement screen with red banner and note as per requestScott Oliver1h 0minvoiced
18 Aug 2022Delete functionality for notes along with update to tasks and tenements when doing so and delete functionality for land access, approvals and dealingsScott Oliver2h 30minvoiced
Invoices
NumberDateTotalBalanceStatus
CI00005225 Aug 2023AUD 7,025.00AUD 0.00paid
CI00005126 June 2023AUD 8,292.00AUD 0.00paid
CI00005022 May 2023AUD 11,417.00AUD 0.00paid
CI00004920 Apr 2023AUD 14,367.00AUD 0.00paid
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