Changes from Dan 01/02/2024
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| Team member | Entries | Hours |
|---|---|---|
| Caleb Harvey | 3 | 11h 0m |
Recent time entries
Last 3
| Date | Description | Who | Duration | Status |
|---|---|---|---|---|
| 14 Feb 2024 | Mass Email Option for Mass Template Select - At the script step where the mass template creates a blank template for user to write a custom email, ask the user if they wish to choose from a template - Create a new template lookup layout for mass com and have it only show emails marked with a new action variable on the template "Marketing" - Once a template is selected, follow the regular mass com script process as previously written just with the com template already selected rather than a custom one being written Signature - Copy HTML from email signature sent by Dan just for the footer - Store the footer images as base64 in the html so the footer loads on all email providers - Create a script step in sending the communication to add the footer right down the bottom of the communication template is marked as a marketing template - Test send email with new foote to Dan for Feedback - Try and change the font to Calibri with no success, send Dan through a list of all web-safe fonts - Add regular footer in above the Mass com footer - Make the sender either be theo or dan depending on the state of the contact and the current calculation for contact director - Change the font of all text in the email to Arial | Caleb Harvey | 3h 0m | invoiced |
| 13 Feb 2024 | Remove Inverted Commas on Address - Find the script step in the web requests that saves jobs with a quotation mark either side - Remove the marks from the calculation Remove BMT Affected Job - Remove the status from the contact table - Remove the status from the Job table - Remove the option to mark contact as BMT on the contact card Fix Job Complete Search - Change the case in the job field to only mark the "∞" string records with certain status types to include the "Report Issued/Job Complete" status - Perform an update on all jobs with this status to pull through the correct string data Make "Tax Dep Estimate" statuses show when their counterparts are searched for - Add a case to the status string where if the original statuses have a matching "Tax Dep Estimate" status, show both as the status string so both types will come up in the search All Staff can Edit Job Converter and RM - Allow access to these fields by all staff members - Create a Job Audit table that can be applied to all fields on job - When the info in either field are changed, send the field name through a script parameter and what the new data is - Set the job number into a variable in the script and create a new job audit record on the job audit layout - Set the Job ID using the variable, info using the data in the field that changed, and set the field name in the record - Show this table for both RM and job convertor but filter them by the field name to match their field | Caleb Harvey | 4h 0m | invoiced |
| 12 Feb 2024 | Task Deletion - When changing status, find all communications and tasks linked to the job that aren't complete with their templates status being equal to the old status being changed - Only delete these found records so non-status related tasks and communications aren't removed Prompt for Waiting on Info - In the job status change script step, add a step where if the job status is changing to "waiting on info" a task. will be created and display to the user and pre fill with "Waiting on Info From Client: " Pending Site Inspection - Change the script step blocking every status with "Site inspection" to not block Pending Site Inspection when there is no site access marked - Keep the block on "Site Inspection Booked" Job Fee Hide - Add Hide to the job fee for all but executive if the job has been converted Converted to Jobs that Skip Status - In the status changing script, write an if statement to say if the old status is quote and the new status is going to any of the status after converted agreed by Dan, create a converted job record into the job histories as well - Run a custom script that loops through all jobs and finds ones with a missing converted status but goes from quote to one of the agreed statuses - Perform server script to loop through and add converted into 1 second before the changed job status so the converted is sitting in the correct position Create New Job Status called "Passed QA – Paid" | Caleb Harvey | 4h 0m | invoiced |
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