Communication

active
Total logged
86h 45m
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0h 0m
Entries
17
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0
Time by team member
Team memberEntriesHours
Caleb Harvey1786h 45m
Recent time entries
Last 17
DateDescriptionWhoDurationStatus
26 Oct 2023Canva Email - Researched how to download HTML canva templates to apply into the emails sent from the system - Testing sending different formats to see if any can be successful - Need to do further research to find a solutionCaleb Harvey0h 45minvoiced
26 Oct 2023Communications From Theo's Email sent by Dan not coming through correctly - Sent multiple emails from different user accounts to test which accounts weren't sending correctly - Emails from Dan and Theo were prioritising sending their own signatures as they were executive accounts - Changed formula in the signature calculation of each communication to rotate the email chosen priority over the main accounts and tested sending emails again - SuccessCaleb Harvey0h 45minvoiced
19 Oct 2023Block excel, csv, and numbers docs in email - Create a test email to myself and attach a csv file - follow this process through the script debugger to find the best place to insert a block in the script - Write an if statement after the attachment has uploaded to first check if the user is on the communication window - Then if the file type is marked as either xlsx, csv or numbers - If these cases are both met, delete the attachment record and return to the communication window - Show a custom message stating that the file type is not allowed to be attached to a communication - Test on all file types with successCaleb Harvey0h 45minvoiced
18 May 2023SMS - Create account for TDA ability to SMS customers - Insert token key into the SMS script and login details for TDA - Create ability to send out texts to customers through the TDA account - Change scripts to allow a communication to be sent out if it is an "SMS' type without requiring a bodyCaleb Harvey1h 30minvoiced
10 May 2023Templates - Add in Site Access - Property Manager Template - Add in Site Access - Tenant Template - Add in Accountant Client Contact Template - Add in Confirmed appointment for Owner Email Template - Add in Confirmed appointment for Owner SMS Template Add in Confirmed appointment for Site Contact Email Template Add in Confirmed appointment for Site Contact SMS TemplateCaleb Harvey2h 0minvoiced
10 May 2023Tasks - Created a small view window for RM's to see task details - Link to go to job for task - Link to go to contact for task - Created a number showing days since the status has been changed. eg. 2 Days since it changed to quoteCaleb Harvey1h 0minvoiced
9 May 2023Communication Template - Add phone number to all communications - Add HTML signature at the end of every emailCaleb Harvey1h 15minvoiced
21 Apr 2023Working with Communication Scripting IssuesCaleb Harvey7h 0minvoiced
28 Mar 2023Stringed communications to connect templates for the future of a customer together. They can be deleted as a whole or separately. Function for sending SMS complete. Ability to Automatically send off emails and SMS iafter phone call to customer.Caleb Harvey6h 15minvoiced
27 Mar 2023Clean up communication interface and create late/complete colours based on status in nav bar.Caleb Harvey8h 30minvoiced
24 Mar 2023Create functionality to link and delete mass draft E-mails. Update template options to change the communication type. Ability to add new communications from the contacts screen manually.Caleb Harvey8h 0minvoiced
23 Mar 2023Create a button in contacts to produce a mass draft in communications of all selected contacts. These communications can be checked and sent as an entire group. Fix errors found on mobile version of contacts.Caleb Harvey7h 15minvoiced
22 Mar 2023Create mobile version to add contacts that can auto create communications to be edited from PC later.Caleb Harvey7h 30minvoiced
21 Mar 2023Create contact type "Lead" which automatically creates a related communication and updates the contact details in that communication when contact's details are added/updated.Caleb Harvey9h 30minvoiced
20 Mar 2023Create ability to have multiple types of communications. i.e. Calls, E-mails and SMS. Create a templates editing page to give the user the ability to make their own templates. Add in communication types to templates and give the user ability to select which type and due date the email is for.Caleb Harvey8h 0minvoiced
17 Mar 2023Script communications to send relevant data through Send Grid E-mail servicing.Caleb Harvey7h 30minvoiced
16 Mar 2023Create Communications Page and link relevant relationship tables to contacts.Caleb Harvey9h 15minvoiced
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