Projects/Tax Depreciation Australia Pty Ltd (TDA)

Email From Dan F 2024/10/01

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Time by team member
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Caleb Harvey910h 0m
Recent time entries
Last 9
DateDescriptionWhoDurationStatus
1 Nov 2024Territory Field - Add a field called territory to the address section on job and contact pageCaleb Harvey0h 15minvoiced
1 Nov 2024Column Moves and New Column Company Names - Move the jobs column to the far left and add a new column after contact names called company names - Add a new field in for company names and give it the same calculation as contact names - Update all jobs to pull this information through - Create a new search bar and field above this new column - Create a relationship between new search field and company fields - Test with SuccessCaleb Harvey0h 30minvoiced
1 Nov 2024Customer Request Notification to Principle - Create a script step to find customer requests that have been in system for over 30 minutes - Only run between 9-5 - When found, loop through the jobs and send an email reminder to the principle contact - Create a relationship from principle ID to contact ID to be able to obtain the contacts email details - Create a template for the email to be sent from - Link this up in the loop - Test send an email with successCaleb Harvey1h 0minvoiced
1 Nov 2024Removing undelivered email address - Create a find in the system to search for all emails that have not returned a webhook - Remove them from the found set if they have had previous communication to that email address with webhooks - Only find ones that are past 7 days due - Remove the remaining found email addresses as they don't receive mail - SuccessCaleb Harvey0h 45minvoiced
31 Oct 2024Creating Defined Job Page Grouping - Rearrange the page to fit borders and headers around each section - Group all the relevant fields together for easier config - Add the boxes and headers around each section - Format page to show in a clear and easy to read format - SuccessCaleb Harvey1h 0minvoiced
30 Oct 2024RFI Screen Changes - Creating 5 new layout for RFI Form - The homepage shows the welcome message before the user clicks start form - The first page is the owner details to add to the job - The next button goes to the next layout which is the details of the property - If the mandatory fields have not been filled the user cannot continue to the next layout - When finished, the next layout goes to the property extra details like comments and extra works - If the user has extra details it will show them and comments, if not it will only show the comments box - The next layout shows the job contacts - When this page has been filled the standard submit button is pressed and the finishing process stays the same - There is also a previous button to go back a layout on the navigation as well - Updated scripts to point to new layouts when hitting the link - SuccessCaleb Harvey3h 30minvoiced
22 Oct 2024Principle Contact - Add principle ID into job table and a principle contact in the system table - Add a field on the system screen to add this user - Make the calculation for the principle ID on the job table equal to the principle selected in the system settings - Add this field on to the job card above the relationship officer - Update all jobs for pulling through the correct formula for principleCaleb Harvey1h 0minvoiced
3 Oct 2024Communications - Enlarge the Subject and Body section of communication templates so that it is easier to work with - Change dropdown of Communication Templates for - ResolvedCaleb Harvey1h 0minvoiced
3 Oct 2024RFI Form Changes - When we have a client open the RFI form, the status is currently changing to ‘Converted’ status. We don’t want these going to Converted status any longer but rather create status called ‘RFI Form Viewed’ - Can you look at job 32754 and see why organic referrers addresses are duplicating - Both ResolvedCaleb Harvey1h 0minvoiced
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