Contacts
active
Total logged
17h 45m
Uninvoiced
0h 0m
Entries
8
Invoices
0
Time by team member
| Team member | Entries | Hours |
|---|---|---|
| Caleb Harvey | 8 | 17h 45m |
Recent time entries
Last 8
| Date | Description | Who | Duration | Status |
|---|---|---|---|---|
| 27 Feb 2026 | - Restricted available communication templates to '_RM Email Templates to Referrers' only - Removed Linked Jobs section from contact card layouts - Simplified interface to provide Generate Call List functionality with filters for Referrer Type and State only - Removed Owners option from Referrer Type value list - Implemented visual masking of historical communications within contact cards where applicable | Caleb Harvey | 4h 45m | invoiced |
| 23 Feb 2026 | - Enhanced existing contact self-declaration transfer functionality to route through formal request system - Implemented request workflow capturing requesting franchisee, transfer reason, and original contact source - Created transfer request list view for management review and action - Configured approval process to automatically reassign contact to requesting franchisee - Configured denial process to retain contact under existing ownership - Updated related scripts to ensure accurate reassignment of contact records upon approval - Added validation to prevent incomplete transfer submissions - Implemented mandatory address requirement for contacts who are not marked as property owner - Updated layout validation and scripting to enforce address completion rule - Tested transfer request workflow and validation logic across franchisee scenarios | Caleb Harvey | 4h 45m | invoiced |
| 19 Feb 2026 | - Implemented contact card lockdown to mirror job-level access controls - Added logic to restrict editing of contact email and phone fields based on assigned ownership rules - Configured permissions to allow authorised users to update restricted contact details while preventing unauthorised changes - Updated scripts to validate access prior to saving changes to locked contact fields - Applied visual indicators on contact card to clearly show when a contact is locked down - Tested contact lockdown behaviour across user permission levels to confirm correct enforcement | Caleb Harvey | 1h 45m | invoiced |
| 18 Feb 2026 | - Added checkbox to contact card to allow declaration that referrer does not want brochure material sent - Positioned checkbox within brochure section for visibility during contact management - Updated communication logic to exclude flagged contacts from brochure sending workflows - Tested behaviour to confirm brochure material is not sent when option is selected | Caleb Harvey | 0h 15m | invoiced |
| 18 Feb 2026 | - Imported contact lists provided by Lorena into system - Matched imported records against existing contacts to prevent duplication - Updated existing contact records with new meeting location information - Ensured meeting location values populate correctly for source-based searching - Verified contacts appear correctly within mass communications source filters - Tested search behaviour to confirm updated contacts are included in results | Caleb Harvey | 1h 0m | invoiced |
| 18 Feb 2026 | - Received report from Lorena regarding slow performance on contact list - Investigated contact list behaviour to identify performance bottlenecks - Debugged layout and removed elements to isolate cause of slowdown - Identified hidden calculation contributing to reduced list performance - Adjusted configuration to improve contact list speed in current system - Confirmed performance improvement following changes - Advised that further optimisation will occur as part of upcoming file rebuild - Implemented interim improvements to ensure acceptable performance in the meantime | Caleb Harvey | 1h 0m | invoiced |
| 17 Feb 2026 | - Updated generate call list process to filter contacts by associated franchisee or head office to prevent unrelated contacts appearing in results - Reviewed existing filtering logic to ensure only valid contacts are included in generated call lists - Investigated call list behaviour where recently contacted records were appearing despite configured filters - Identified affected contact had no outbound call record, resulting in system treating contact as not yet called - Verified outbound call tracking logic and confirmed system behaviour was operating as designed - Clarified with staff that communication last activity field differs from outbound call tracking field - Confirmed existing call list sorting was correctly prioritising never called and oldest call records - Implemented restriction preventing head office from editing phone, email, and address fields on franchisee contacts - Added permissions logic to prevent head office users from initiating outbound calls to restricted franchisee contacts - Updated related scripts to ensure restrictions apply consistently across workflows - Tested call list generation and permissions across franchisee and head office scenarios - Validated correct filtering, permissions enforcement, and expected call list behaviour following changes | Caleb Harvey | 3h 0m | invoiced |
| 17 Feb 2026 | - Implemented head office only filter on franchisee contact searches to exclude unrelated franchise contacts - Added string field to relationship filter to support selectable head office filtering behaviour - Configured system to automatically default to logged-in franchisee selection for franchise users - Hid filter controls for franchisees to maintain simplified search interface - Tested filtering behaviour to confirm correct contact visibility for head office and franchisee users | Caleb Harvey | 1h 15m | invoiced |
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