Email from Daniel Farrugia 2023/05/14

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15h 30m
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4
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Caleb Harvey415h 30m
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DateDescriptionWhoDurationStatus
16 May 2023Emails through TDA Network - Rename the referrers quote link to ‘Tax Depreciation Australia – Application Form’ - Rename the RFI Link to ‘Tax Depreciation Australia – Request for Information’ - Rename the payment link to ‘Tax Depreciation Australia – Payment Options’ - Create code to inject the link into the renamed forms using HTML code which hyperlinks the above names for the customer to click and open the correct Web Form - Use new email html signatures sent from theo to add at the end of emails out of the ystem - Create code to send Daniel or Theos signature if they are the sender, otherwise send generic signature for all other RM's - Create Base64 version of TDA png - Inject png into the signature to display the photo correctly after contact detailsCaleb Harvey4h 30minvoiced
16 May 2023Grouped Jobs ( Owner has multiple addresses ) - When a job is grouped, communication quotes will display a price of all linked jobs quote prices summed - Create field to handle multiple addresses and display them with commas and "and" - When a job is grouped, communication addresses will display a list of all linked jobs addresses in the quote stage - Create field to hold multiple Job numbers - When a job is grouped, communication Job ID No's will display a list of all linked jobs ID No's in the quote stage - On the RFI form, a linked job will load a form with an option to select the different addresses and add contacts in accordinglyCaleb Harvey3h 0minvoiced
15 May 2023Bring data from RFI form into Job and mark it as yellow to show it was added in by the customer - Take contacts from web contact table after form is submitted and create job contacts with the data filled in - If there is a current blank contact type in the job populate that with the details instead of creating a new type - Mark these new fields with a yellow box - Create a history table for the fields: purchase price, construction cost, exchange date, settlement date, date available to rent, build date and renovations - populate these history tables with all changes made to the fields - if most recent change was made through the RFI form box is highlighted yellow to how it was changed by the customerCaleb Harvey2h 0minvoiced
15 May 2023Jobs - String out address line search options so a few letters typed in can pick up the right earch, ie.. "Swan" for "45 Swansons St" - Create code to build correct templates for new contacts added to the job based on the current status of the job - remove prompt for adding new templates and automate them - Address added into job contact now drops into created contact field. Code was only taking the top contacts details correctly - Add strata manager to the contacts type and include this in the job RFI form - Only show strata manager in form if it is a "unit" - Removed tenant from RFI form if property managers details are already entered - Hide Build date unless property has been built by the owner - Add solicitor contact type and have it appear on RFI form - Remove prompt for whether or not the contact answered based on what type of task has been completed - Add delete button to jobs page only executives can see - Disable the ability to export records from TDA Network unless Executive type - Flag communication from Web Request forms to show as being from the web request info - Amend payment link for Stripe to include a "1.8% fee" note - Add new box to display final payment with fee on top of job feeCaleb Harvey6h 0minvoiced
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