Communication

active
Total logged
9h 0m
Uninvoiced
0h 0m
Entries
7
Invoices
0
Time by team member
Team memberEntriesHours
Caleb Harvey79h 0m
Recent time entries
Last 7
DateDescriptionWhoDurationStatus
18 Feb 2026- Added mass communications source field to enable searching and filtering of contacts based on selected source - Implemented filtering logic to refine contact selection during mass communication creation - Created new relationship to main mass communications table to track unsubscribed contacts - Configured unsubscribe process to update main communication record when unsubscribe link is submitted via webform - Ensured unsubscribe status updates dynamically against associated contact records - Reviewed mass communications workflow to ensure consistent behaviour across franchise locations - Updated communication build process to correctly assign head office as sender when created by head office users - Resolved issue where communications created across multiple franchise locations were treated as separate sends - Standardised behaviour so head office communications are sent as a single unified communication - Tested filtering, unsubscribe handling, and communication sending behaviour across scenariosCaleb Harvey3h 30minvoiced
17 Feb 2026- Investigated issue causing mass communications play button to be hidden - Identified new franchisee filtering method treating mass email as initial franchise communication - Confirmed communication status was incorrectly set to waiting - Updated process to mark mass communications as head office emails - Restored head office control and visibility of mass communications play functionalityCaleb Harvey0h 30minvoiced
17 Feb 2026- Investigated issue with RM communications sending from Daniel’s email address - Identified communication template configured to send from assigned Tax Producer - Confirmed Daniel was set as Tax Producer causing incorrect sender selectionCaleb Harvey0h 15minvoiced
16 Feb 2026- Confirmed sending IP approval following removal of Proofpoint block - Reassigned approved IP address back to marketing pool within SendGrid - Re-enabled marketing email sending within FileMaker Server scripts - Verified marketing email delivery following configuration changesCaleb Harvey0h 30minvoiced
16 Feb 2026- Exported list of emails sent to franchisee contacts during prior week sending incident - Reviewed and prepared data for investigation and follow-up communicationCaleb Harvey0h 45minvoiced
13 Feb 2026- Investigated SendGrid delivery issues following increased email failures - Identified two sending IP addresses blocked by Microsoft and Proofpoint - Reviewed delivery logs and suppression activity to confirm cause of blocking - Prepared and submitted requests to providers to review and remove IP blocks - Temporarily disabled marketing email sending to prevent further reputation impact - Reconfigured sending configuration to prioritise remaining operational IP address - Routed transactional emails through active IP to maintain critical system communications - Monitored delivery behaviour following changes to confirm continued email functionalityCaleb Harvey3h 0minvoiced
12 Feb 2026- Updated mass communications workflow for head office initiated communications - Implemented automatic sending of franchisee-associated communications - Removed approval requirement to streamline communication processCaleb Harvey0h 30minvoiced
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