Projects/Dart Mining (RGM)

Billable development

completecompleted 13 May 2022
Total logged
77h 55m
Uninvoiced
0h 0m
Entries
28
Invoices
0
Time by team member
Team memberEntriesHours
Jacob Edwards2054h 40m
Scott Oliver517h 45m
Tash Gromek35h 30m
Recent time entries
Last 28
DateDescriptionWhoDurationStatus
19 July 2024UI changes per emails from JC.Tash Gromek1h 30minvoiced
17 July 2024Teams Meeting Addition of capability to transfer contact relationship notes to relation record. UI adjustments per discussion with JC.Tash Gromek2h 0minvoiced
17 May 2024Alterations to Contacts screen per discussions with JC.Tash Gromek2h 0minvoiced
13 May 2022Meeting with James and run through the system to identify potential changes, in addition to some training and coaching as well as minor developmentScott Oliver3h 0minvoiced
1 Mar 2022Troubleshooting on VCards not receiving original contact information eg phone numbers and email. Marked Contact Joins as ACTION Original when a Related Contact ID is not present on the contact join record. Updated all Contact and Contact Join records. Jacob Edwards0h 30minvoiced
22 Feb 2022Added Select/Deselect onto Tag selection button on Tag Layout Added Select All, Clear Selected and New Campaign to Tag layout. Altered all button parameters and scripting to be relevant to viewed portal on Tag layout. Added in select/deselect for Contacts linked to a Tag. Added Remove from tag button and added scripting to loop through parsed list of Contact ID's to remove the link with the Tag, Altered displayed count fields to be relevant for Tag layout. Added in counts to buttons for clarity on how many records are selected, will be cleared, will be removed from tag. Added in check boxes for portal selections.Jacob Edwards3h 30minvoiced
18 Feb 2022Altered rule for Link Contact button to display from the Summary tab of a selected contact. Altered scripting for creating Social data to mark record differently. Altered relationship that defines further seperation of Social data to access data for VCARD. Jacob Edwards2h 0minvoiced
11 Feb 2022Commenced reskinning of existing Communication layout. Portal to show Communication Join table results which contain finalised information per receiver. Added in 5x fields to enable searching on Comm Join tables. Added search fields into Comm Join relationship to filter matches. Implemented Communication Details from Campaign Layout. Altered all displayed fields, calculations and script parameters to new table occurrence for created relationship.Jacob Edwards2h 30minvoiced
10 Feb 2022Added field on Pipeline layout for multi status updating to hold pipeline ID, displays title value. Added Select All button to layout. Implemented hide if any Campaign Joins are already selected. Scripted updating all parsed Campaign Joins with the status selected in the "Apply Status To Selected" field. Added clear selected button to layout. Implemented hide when no campaign joins are selected. Added "Apply Status to selected" button onto Pipelines layout. Added "Apply status to selected" and field onto the Campaign layout to enable multi pipeline updates. Implemented Found Count on Pipeline layout to indicate how many results are currently displaying in the Pipelines portal. Implemented Selected count on pipeline layout. Added Create campaign button for Pipeine layout. Implemented hide to only present the button when selections are made. Created script to create new Campaign and create new Campaign joins for selected contacts. Added SVG to Campaign button on Contact layout. Altered button placement to optimise UX.Jacob Edwards4h 0minvoiced
8 Feb 2022Created scripting for deleting Campaign Added in checks on delete script to check for all types of related records - Communication, Communication Join, Campaign Join (Contacts). Script returns dialog if records are found. Prevented delete if communications have been sent, prevents campaign delete for data integrity. Reviewed functionaility concepts for Pipeline layout. Concept: Portal displaying campaign contacts and their pipeline statuses. ability to update a pipeline status, update multiple at once, filter by campaign title, contact name and pipeline. Reflects currently selected Pipeline from main portal, or if no select displays all campaign joins. Implemented new portal on piepline layout. Created new relationship to enable viewing of all campaign joins. Added in fields to portal for campaign title, contact name and pipeline status. Added in buttons for multi-select, to be scripted. Added in fields for searching, to be linked into relationship when functional. Added and Scripted button to enable selecting and navigating to the displayed campaign in the portal. Created fields on Campaign Join table to enable searching in ID values. Updated existing records for testing. Added in search fields into relationship.Jacob Edwards3h 30minvoiced
7 Feb 2022Campaign - Portal sorted by campaign date end, descending ie campaign ending Dec appears atop campaign ending Nov Added Campaign Description field on Campaign Table, added to layout Added in Search fields for Campaign Contact names and campaign pipeline statuses Created backend reltaionship to enable selectable value list of Pipelines Altered Campaign join. Campaign. Seelct relationship to a count for Search fields. Adjusted positioning of Social delete button Updated Anchoring on Contact tabs to allow for larger amount of populated records on larger screens Scripted Campaign creation from Contact page using contact multi select. Creates new campaign, adds selected contacts to the campaign, goes to campaign layout and displays newly created campaign.Jacob Edwards4h 0minvoiced
14 Dec 2021Created Campaigns Tab on Contact page Created portal to view Campaign details that contact is apart of, added in fields for campaign details Modified Communications tab Adjusted portal to display all communications with contact linked Created new relationship "Communication Join. Select" to access email body after template evaluation Added in button to select communication, sets communication join ID and communication for viewing. Added in formatting to show selected communication in portal to suit theme Added in field for Body - view only Added in Portals to view recipients and attachments of email Scripted button on Recipients to choose the contact and navigate to their contact page Button on Attachments to download file Implemented “Go To Communication button” which navigates to the Communication page and selects the currently active communication Jacob Edwards3h 30minvoiced
14 Dec 2021Redesigned Tag layout Incorporated letter-picker scroll Made Search by functional by modifying relationship Created new field for initial search on Tag table with calculated value to get first initial of Tag title, updated records to populate fields Placed Type and Parent off layout as unused Redefined case of ID field in Communication to get list from Campaign join. Contact IDs Tested - Comms coming through to Comm tab on Contact pageJacob Edwards2h 30minvoiced
1 Dec 2021Bug found, communication joins not adding correct values into multi-select field. Debugged communication join multi-select.Jacob Edwards0h 30minvoiced
1 Dec 2021Redesigned Campaign layout to apply clearer sectioning. Redesigned visuals of Communication Details section. Added in likely fields to use for template messaging (merge fields). Altered scripting to use text-edit location in email body/subjecy for inserting merge fields. Tested feature by generating communication with merge fields. Email successfully created with merge fields being replace in email by customer data. Added in help section to explain merge fields aka Insert Fields.Jacob Edwards2h 45minvoiced
30 Nov 2021Formatted Send/Resend button to match theme. Rescripted email button to create a new email window with external mail client for each recipient. Jacob Edwards1h 15minvoiced
30 Nov 2021Adjusted layouts of slides to utilise available spacing. Scripted Send/Resend button to display appropriately on sent value. Scripted Send/Resend button to run email script. Testing of all creation, removal, navigation and email buttons. Altered button on Recipients to navigate to contact page.Jacob Edwards1h 30minvoiced
29 Nov 2021Added Pipeline to the menu bar. Designed layout concept. Added in portal to view all Campaigns. Implemented select button on portal gor Campaign selection. Added in Search field for campaigns. Added in Campaign details sections. Added fields for campaign title, status, date start, date stop. Added + Campaign and scripted to create a new campaign record, default title "New Campaign". Added in portal to view campaign joins (contacts) with fields Contact Name and Pipeline. Added in and scripted buttons to select multiple contacts individually. Added and scripted buttons to select and clear all selected contacts. Added in delete button within the contact button, scripted to remove contacts from the campaign. Added in Communications section, headings, create button and portal to view all communications created through the campaign. Added and scripted delete button to delete corresponding Communication record. Added in Communication details heading. Implemented slide to have three sections - Email Content, Recipients and Attachments. Created and scripted buttons to navigate to corresponding slides. Added Subject and Body field to Communication Details. Added contacts portal to Recipients, displays all contacts linked to the selected communication. Added in scripted delete button to remove a contact from being linked with the communication ie to remove a contact prior to sending. Added in placeholder portal for Attachments. Added in button for send/resend. Scripted all Create buttons to hide until a campaign is selected or created. Jacob Edwards6h 0minvoiced
26 Nov 2021Created new layout for Pipeline Implemented new back-end structure for Pipelines Created portal to view all pipelines Implemented button to select pipeline with blue-bar indicator for selected. Created heading, field for pipeline title. Added in buttons for creating new pipelines and deleting selected pipelines. Scripted Create button to create new pipeline record, set the new record to the selected record and set the default name as "New Pipeline". Scripted delete button to delete pipeline record. Created new layout for Campaign.Jacob Edwards4h 30minvoiced
25 Nov 2021Saved searches not appearing to be saved. Saved Search ID fields correct on Search and Saved Search tables. Determined as unfulfilled relationship to Menu Register. Saved searches visible to user who created the search. Implemented new fields ID Contact in #Search and #Search Save to allow for setting of Contact ID. Added Relationships portal onto Contact Summary tab. Adjusted portal line quantities to allow room. Removed fields from Relationship portal to fit with other portals. Removed Relationships tab from Contact.Jacob Edwards2h 45minvoiced
18 Nov 2021Modifications to CRM as per task list, including assistance with SQL save utility, adding notes to export for VCARD and checking of dataScott Oliver3h 45minvoiced
17 Nov 2021Added in Help popover with instructions for selection, creation and deletion of Saved Searches included inactive buttons as examples. Adjusted scripting to automatically select newly created search.Jacob Edwards0h 55minvoiced
16 Nov 2021Created new table #Search Save. Created fields in Search and Menu Register for Search Save ID. Implemented table occurrences #Search Save. NAV, #Search Save. Select. Created relationships for #Search Save with UI and #Menu Register. Created relationship for #Search Save and #Search. Created new layout using current advanced search layout. Added portal for #Search Save records. Created button to select portal record. Added + and - buttons. Added editable field for Search Save Name. Created script steps for the creation of a #Search Save record. Scripted + to trigger the creation script. Created script for deleting #Search Save records. Added in checks to see if the search has existing search criteria lines, displays message if the lines exist and cancels the delete. Scripted - to trigger the delete script. Formatted layout to match existing theme. Jacob Edwards5h 0minvoiced
15 Nov 2021Implemented STRING fields for Contact Type in Contact and #Menu Register tables. Populated fields on all records. Added fields into search relationship. Added drop down select for Type into the contact search bar. Added corresponding clear button and adjusted scripting for relevant fields.Jacob Edwards1h 0minvoiced
12 Nov 2021Email requests. - 8 Nov: Adding note adds email - scripts adjusted to create note and remove the creation of emails from the Add Note button. Testing. Alphabetical Index down side strip - Vertical button bar implemented on contact selection portal with values #, A- Z. Scripting to enable buttons to navigate to the first portal row with the corresponding letter. Testing.Jacob Edwards2h 30minvoiced
13 Sept 2021Improvement of interface and user experienceScott Oliver2h 0minvoiced
12 Sept 2021Multiple contact delete function, select contacts and loop through attempting to delete each individual, still performing checks to prevent related data removed, multiple contact tag add function, loop through contacts selected and ensure tag can be added, along with parent tree for tag against each contact, renamed networks and list function for advanced search, allowing tags to be picked rather than typesScott Oliver3h 15minvoiced
10 Sept 2021Final changes as per discussion with James, including web URL, edit type for address, primary address, address showing on CSV, update to tab order, merge contacts function, moving of network memberships, new social function, resizing of address, scripting and list managementScott Oliver5h 45minvoiced