Email from Dan F 2023/08/07
active
Total logged
39h 40m
Uninvoiced
0h 0m
Entries
17
Invoices
0
Time by team member
| Team member | Entries | Hours |
|---|---|---|
| Caleb Harvey | 17 | 39h 40m |
Recent time entries
Last 17
| Date | Description | Who | Duration | Status |
|---|---|---|---|---|
| 17 Aug 2023 | Invoice Link Button - Set invoice script to perform the pdf saver script on server - Set the save script to generate a new invoice and set the job as the passed through job id from the script parameters - As server can not export, save the records into a newly created attachment record and set the attachment's job id to the job id variable - exit the script with the attachment ID as a script result the attachment will now be saved against the job - Perform the attachment card window opener using the id from the script result - user can now choose to download attachment | Caleb Harvey | 0h 30m | invoiced |
| 17 Aug 2023 | Changing the price data on the referral details application form to pull from the commercial and residential referral fee slots of the selected contact | Caleb Harvey | 0h 15m | invoiced |
| 16 Aug 2023 | Changing the reporting system for referrals to display their jobs and totals in a printable layout - link a relationship between contact and report date tables, create from and to calculation fields in contact that store the dates from the report - using these new fields create a relationship between the contact and the job to search for all jobs that fall between these dates that have been paid and the contact is a referrer of - with this relationship create a field called action refer and a field that stores the total amount of the linked jobs - link a relationship between report date. nav and contact that takes the contacts with action refer marked as these will be the only eligible contacts - in the report screen, add a portal with this new relationship showing the contacts and their total overview of jobs and payment - When clicked on the user will be taken to the contacts breakdown page where it shows the list of jobs with job numbers, addresses, refer fee etc - underneath the jobs create a summary part that shows the total umber of jobs and total amount payable to the referrer - add in back button to take the user back to the reporting page and an export save | Caleb Harvey | 2h 0m | invoiced |
| 16 Aug 2023 | Make a communication template, merge template, com link and user link for the new web form - create a new variable to add to the link with the user contact ID - in the web form script, add this variable to the statement and if the details are met, take the user to the web form and search for the linked contact - if the contact can not be found, close the application, else they are now on their form details - change the link to substitute the "&" for "&" to make it send through sendgrid appropriately - create a merge template labelled "<<Referral Application Link>>" that substitutes the "??LINK??" variable into the email template - Create a communication template to test the link and leave for dan and theo to edit as they wish - add a new substitution in the communication script after the body changes to css to substitute in the related contacts link when sending the communication | Caleb Harvey | 2h 0m | invoiced |
| 16 Aug 2023 | Changing all placeholder fields to current or newly created fields for the Referral Application form and displaying these fields in management screen of contact - Create fields to display the checkbox options in the form - create fields to hold the bank details - add a "signature" name display field to the form with a tick option for online fill out - add a button in contact details that is only visible to dan and theo - move the entire contact card onto a slide screen and have the button take the user to the second slide - this displays all the form information - add an attachment area to the form after linking a relationship in thee back end from #attachment table to contact table - when the user's submission is saved it will now be viewable as a pdf in this area - attachment area is made to bring up a new window, this will not work for web direct. Create some script changes to get the system platform and go back instead of closing window if the user is in web direct | Caleb Harvey | 3h 0m | invoiced |
| 15 Aug 2023 | Referral Application Form - Plan out all the fields trying to match the form sent by dan - Keep screen in relation to a printable size for the PDF to be saved upon submission - Create buttons to show/hide if they are selected or unselected and they set the relevant fields, checkboxes can not be used as their size on web direct can not be manipulated - Upon submitting the document, perform a script on the server to set the form as submitted and save an attachment with the contact's ID as the relation field | Caleb Harvey | 3h 25m | invoiced |
| 15 Aug 2023 | Adding Contact Reporting - Create a relationship from the selected manager ID to the contact Auth record ID - Create a username field in the report date table and pull the username from the auth record relationship - Use this username to search for contacts create by the username with the created timestamp being inside the date parameters of each report date type - create a nested while loop to create a list of the unique contact types and search through all the contacts to count how many times the unique values appear - Add the loop underneath the job status information List out each report date record as different single cell portals starting at unique numbers to display everything Create List of contact referrers who's referred jobs have been paid - The referral list only needs to show the previous quarters referrals - if the report type is changed to referrer, action refer will only be marked as 1 on the last quarter as that's all that is required - Create a field called job paid and enter in "Complete" in the report date table - in the relationship add job to report date linking the action refer to 1, the jobs payment date to be within the report dates paramaters, the jobs payment status equal to complete and the jobs referral fee to be larger than 0 - Have the jobs referral fee pull from the contact so if that contact has anything marked in their referral it will pull through to the job - create a field in job to track the referral contact name - Create a nested while loop to search through the relationship referral list and add up the amount of jobs each contact has completed in the quarter and the amount of each jobs referral fee added together - Display this in a single cell portal for last quarter and only show if report type is equal to referrer - Only show all the other data if report type equals employee | Caleb Harvey | 3h 45m | invoiced |
| 14 Aug 2023 | Add Reporting Page to Show Reporting Information - Collaborate with Tash to discuss the best way to go about creating the reporting system - Create Reporting Date Table with the types of reports required: Last Quarter, Last Month, Last Week, YTD - Link the job status's to this new table via the manager _ID - create manager id field on status and make it equal to the contact manager of it's job - create count booked, converted, quote and web fields and fill them with the name of the appropriate status - link up the tables in the back end with these new status types - Create a date from field and calculate it by the type of report date it is e.g last month will be the start of the current month minus 1 month - Create case formula for the quarter schedule - Create to date field with similar calculations only going to the end of the specified period rather than the beginning - change manager field on report date table to be global so as to allow multiple users viewing the reports at once without affecting each other | Caleb Harvey | 3h 30m | invoiced |
| 14 Aug 2023 | Unable to log in as user was removed - Hack into TDA using script debugger - Add littleman contact back into the system - paste ID in from old contact - Change the action user to not show for littleman - filter littleman out of the contact nav portal Auth record remained against ID so login now working correctly | Caleb Harvey | 0h 45m | invoiced |
| 14 Aug 2023 | Create functionality in the attachment buttons on new RFi form and allow multiple to be uploaded - Add a portal next to the attachment buttons to display attached documents to the client - Add a table in the back end to link attachment to job based on job id and if newly create action rfi field is check on the. attachment - In the attachment creation script add a 7th parameter to mark as 1 if it isn't empty - Add a 1 to the seventh parameter of the two buttons on the rfi form and run the attachment creation script - Add delete buttons in the portal in case clients make a mistake when uploading | Caleb Harvey | 1h 15m | invoiced |
| 12 Aug 2023 | Change Report name to company name - Add report name field to the contact job join table - Display field in the portal next to report name - Hide the report name if it is empty - hide the linked contact name if report name is not empty - When client fills out their company name for the report it will automatically change the displayed report name Add a warning when any site access status is changed to and no site access is marked - In the script trigger for the status field, check if no site access is ticked and "Site Inspection" is found within the changing status - If this situation is met display a message stating the status can't be changed to this while their is no site access marked - Set the status back to it's original status and exit the script The count at the bottom of job not displaying correctly - Trying a few update methods didn't work correctly - Create a field in #menu Register called "_Count" - Make this a calculation field so it constantly recalculates on its own - If the menu ID is equal to Job Menu ID return a value count of the listed job. nav table - Display this new field down the bottom of the jobs list screen Save pdf view of RFI form after submit has been pressed - Add step to submit script to go to perform parameter 4.3 on server to have the pdf's created server side and always the same way - Go to the RFI Form and search for the job number passed through the variable - Set the owner no search field to 1 to display the first owner of the form - Set the filepath variable to get a temporary location on the server and add the job number and RFI - Change the print setup to zoom to 40% to display correctly as a pdf - save record as pdf to the filepath variable previously defined - restore print setup - if there are no errors, go to attachment table and add a new record - insert from url to container field the filepath converted from filemaker path to file path - set the relation id field to the job id - Change portal on job details screen to show the file and the timestamp uploaded | Caleb Harvey | 5h 15m | invoiced |
| 10 Aug 2023 | In organic referrers have source field automatically populate for who they are an organic referrer of - In the contact table for the source field add a formula to make the field equal the linked contact job join info type with the linked job number - Set field to not replace existing field so this will only apply to first job - In the creation of contact joins, if the source field has set incorrectly, clear it and update the value to link correctly Site Inspection email not correctly bringing through job address - Email template was only showing a single ">" after the merge field for address so adding an extra ">" fixed the issue RFI Form Update - Add the following fields to the rfi form; "Have you lived in the property - yes/no", "Add request for strata plan to RFI", "Purchase or building contract", "lot number" - Add acknowledgement text above the submit button "by submitting you acknowledge" etc - Add buttons to add attachments fir the strata plan and building contract - Show/hide relevant fields based on unit type or not - Add question to ask if company or owners name for report - enter company name if company For the Director associated to each job - allocate as per the following: Theo; WA, SA, VIC, TAS and Dan; NSW, QLD, ACT, NT - With the above allocation, update the job contact director fields to show s either dan or theo based on address state - Do the sae with all contacts in the system - Update all job and contact records on server so they correctly reflect the forumla | Caleb Harvey | 4h 0m | invoiced |
| 9 Aug 2023 | Set up Bryan for email to come from Dan or Theo - Find Bryan's contact ID - Create signature fields in the communication that are copies of dan and theos without the mobile number and with a different email address - in the main communication signature, substitute in dans copied email signature if his secondary email is selected in the communication, if theos is selected then sub in his copied email signature. - In the script for sending the email, make the JSON that defines the contact name for the sender to have a case if bryan's ID is linked to the communication. This case will show either dan or theos signature based on the selected email or default if bryans email is selected When you create a communication from inside a job be able to move the pop up screen - this will enable you to see the contacts associated to the job - Inability to move card windows made me change the contact recipient add button within the communication - For a communication it will default to showing a list of contacts associated to the job with the ability to show all - Send the list of contacts in the job through a 7th parameter to the communication script that creates joins - send this parameter again through parameter 6 to the lookup script - In the lookup script, if P6 is not empty, set filter to find contact ID within P6, otherwise default filter to P3 | Caleb Harvey | 2h 0m | invoiced |
| 9 Aug 2023 | Add the following new contact types: - Financial Planner, Finance Aggregator, Buyer’s Agent Confirm that no user apart from Theo and Dan have access to delete anything In the web requests page, only allow Theo and dan to delete jobs from this page In the communication templates folder have these under sub categories to align to Job Status folders and then a general follow up folder - Changed the first search field to a drop-down containing all the sorts of the templates - In the back end created a string field on the sort and linked this to search text 1 string - Created list for drop down using communication template::Sort For the Referral Link - in communication templates, we want the link to read Application Form Link - Tax Depreciation Australia - Company Name - Go to the script step where the substitution for the link takes place - Change the name of the link to "Application Form Link - Tax Depreciation Australia - " & add contact. communication join::Company Name Confirm the site access is receiving the text message the day before the inspection and have this SMS saved in the communication history - Confirm recent attempts to send sms to site access contacts with an inspection the following day - Time not triggering correctly since the body change a few weeks ago - Change formula to reset body correctly if template is in the approved state Lock down RM fields - On the contact card, create grey RM and contact director fields that aren't editable by users who aren't executives - Apply hides to both sets of fields based on privilege Split the referral fee box in the contact card - we need to a field for 'Residential Referral Fee' and 'Commercial Referral Fee' - Split the referral fee box so there are two side by side - Change the name of the first field to referral fee residential and the second to commercial - In the job referral fee have it pull from either field depending on property type - When the property category is modified, update the job to reflect referral fee | Caleb Harvey | 3h 0m | invoiced |
| 8 Aug 2023 | Importing 3663 Contacts, Phone numbers and Emails into the system | Caleb Harvey | 0h 30m | invoiced |
| 8 Aug 2023 | Only have the fees column in the jobs page visible to Theo and Dan - Copy the same hide details from the quoted fee in the job details - Apply this hide to the column in the jobs list page to only show if they have an executive privilege Lock down the export function - Only executive privilege users can export from the system On the jobs screen, we only want to see the next task due - Change the portal to only list 1 task - Remove the ability to scroll - ensure the list is sorted by date with the next due showing first If you amend the due date on a task we need the dates on the following tasks to be pushed out as well - create a script when entering the date field in the task to store what the current date is in a global variable - if the window is modified it will trigger a script to minus the new date from the old date and find the difference - it then goes to the back end communication related record - I created a relationship from com to com that matches on the status, job status, job number and type - I used this relationship to go to the related tasks that will need updated dates as well - I add or subtract the difference from these dates that the first date was changed by return to original layout and dates have all been correctly changed We can't see the options for these contacts in the communication templates page - Changed the size of the option box so that it could be seen correctly in web direct Lock Down TDA - Went through every layout users can access and hid every delete button from those who aren't executive privilege | Caleb Harvey | 4h 0m | invoiced |
| 8 Aug 2023 | List view of associated e-mails to user for them to select from a drop down when sending a communication - Change the text input field RM Email to a drop-down box - No current data in the back end to draw email from against communications - Create a contact table relationship to the selected communication that is linked to the RM's contact ID - Create a link from this to the contact join fields with an email action type - Link the RM Email drop-down box to the contact newly created instance of the contact join table - Drop-down list now displays all emails associated to the selected RM's contact profile | Caleb Harvey | 0h 30m | invoiced |
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