Web Referral Information Changes
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Total logged
2h 30m
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0h 0m
Entries
2
Invoices
0
Time by team member
| Team member | Entries | Hours |
|---|---|---|
| Caleb Harvey | 2 | 2h 30m |
Recent time entries
Last 2
| Date | Description | Who | Duration | Status |
|---|---|---|---|---|
| 14 May 2024 | TDA add attachment email to referral summary ready to send on contacts profile - Create a new button on the referral summary page for a selected referrer - This button points to a new script parameter in the new report script - Perform a server script to create a new communication - Set the communication as email and set the sender as the user asking for the pdf email - Perform a server script to go and create an attachment using the same search to bring up the referrer - Export the pdf of the page and save into a new attachment record - Set the ID of the attachment relation to the communication ID - If successful come back through to the user off server and display successful message | Caleb Harvey | 1h 30m | invoiced |
| 23 Aug 2023 | Referrer Application Form Updates - Place logo up to the top left of the form - Have the Black and white night picture of Brisbane as the backdrop like RFI to the whole screen - “Make your partnership” line – please change “referral program” to “commission structure” - Change TDA – to Tax Depreciation Australia referrer. - Delete the ‘its simple, easy and its guaranteed to benefit you’ wording Change Schedule to report. - Where $50 is noted, ensure that this figure is imported from TDA Network from the ‘Residential Referral Fee’ field - Change “The rebate can be retained” spiel to “This commission can either be passed onto you or to our charity of choice which is the Make a Wish Foundation.” - Change “Please nominate below which” spiel to “Please nominate how you would like to receive your commission. We will send you an application form to enable you refer clients to Tax Depreciation Australia.” - Display selected filed under referrer notes on the contact card - Reduce the length of the fields on the form - Change the date and font size to be the same as the rest of the forms' font | Caleb Harvey | 1h 0m | invoiced |
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