Editing Main Tenement Details Page

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8h 30m
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Caleb Harvey58h 30m
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Last 5
DateDescriptionWhoDurationStatus
31 July 2023Adding Notes to a tenement adds new line to top so most recent is listed at the top of the notes field - create a variable called $entry in the script trigger that contains the current date and initials to append to the beginning of notes - change the set field to add the $entry first then the rest of the notes field below it - set selection to the end of the length of $entry so the cursor moves hereCaleb Harvey2h 30minvoiced
11 July 2023- Create info field in folder to pull latest note initials of user - Update all folder records to show these initials - Add this new field to the task overview screen - For internal and external notes add a script trigger on entry - set a global variable to 1 and append a new line onto the note field with the current date and user initials - go to the field and set the global variable to 1 to stop an endless cycleCaleb Harvey2h 30minvoiced
4 July 2023Make Initials appear in Task Notes - Find the source of the task initials in the "Folder" Table - Ensure formula is working correctly and update all tasks to reflect the correct formula - Field into the tasks details card to show the initals of whoever created the note - Test it is fully functionalCaleb Harvey1h 15minvoiced
27 June 2023Ability to add multiple clients to Tenement - add multiple picker for contact lookup selector - create portal that displays the list of linked clients in a pop-up button - hide button if list of clients is smaller than 2 ie 1 or 0 - add custom dialogue with: select as primary client option for myob code display, view contact profile, or cancel - add button to show how many extra clients are in the drop down - change back end relationship to show main Account and list of accounts in different fields - the new "Main" account gets used as the display fieldCaleb Harvey2h 0minvoiced
21 June 2023- Create a mockup view of the tenement details page showing where 3 new fields could go for Leanne to decideCaleb Harvey0h 15minvoiced
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