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Adilas.biz Developer's Notebook Report - 9/1/2009 to 9/30/2009 - (37)
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Time Id | Color | Title/Caption | Start Date | Notes | |
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AU 1479 |
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Daily Tasks | 9/1/2009 |
• Finished up the client’s digital signatures and posted files online. Tested and left a message with the client contact. • On the phone with Steve a couple of times going over the game plan and updating each other on new developments. • Called and talked with a client about getting some money from him and getting him fully on the systems. Sent him a quote for $4,000. • Talked to another client about their quote and her working for us on some adilas stuff. • Worked on web service calls and brainstorming on new corp-wide settings. |
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AU 2382 |
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Tech - Changes to Corporations Table | 9/1/2009 |
Tech – Changes to the Corporations Table (Please see scan in photo gallery) |
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AU 1480 |
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Daily Tasks | 9/2/2009 |
• On the phone with our client going over the digital signatures. Created a quick clean-up page for the signatures and posted it online. Invoiced on 9/3/09 for 13.5 hours from 8/17 to 9/2/09. • On the phone with a client, who had some questions on PO’s and we talked about the Texas 130U document. We decided that we will split the bill ½ & ½ with her. Invoiced her for $500. • Started to work on corp-wide settings. There are over 25 new settings. • Created a new logo for a company. |
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AU 1505 |
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Daily Ideas | 9/2/2009 |
-Possible problem with check requests that don’t get approved for quite some time. No way to edit them (approval date) once converted to a normal e/r. Need a master edit form for all e/r and check req dates. -Possible problem with being able to back out a PO payment. Problem shows up on the balance sheet. |
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AU 2383 |
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Tech - Additional Fields for Web Services & Corp-wide Settings | 9/2/2009 |
Tech – Additional fields on the web service database Tech – Additional fields for normal corp-wide settings (Please see scan in photo gallery) |
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AU 1481 |
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Daily Tasks | 9/3/2009 |
• On the phone with a client going over invoices and sales reports. • Working on corp-wide settings for invoice types. • A client/associate came over and we had a meeting. She gave me some advice on making quotes. Just quote it at a dollar amount and leave out the number of hours and price per hour. Great advice! We went over a few things and basically I told her we would like to use her as an adilas multi-tasker. • We looked at their company and fixed a small bank date issue. She gave me a check for $350 (50% down) on some site optimization. • Worked on corp-wide settings and created a page to describe what they do and where they show up. |
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AU 1482 |
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Daily Tasks | 9/4/2009 |
• Worked on corp-wide settings. • Called and talked to a contact about an optimization quote. • Started to activate some corp-wide settings. |
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AU 2384 |
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Tech - Starting Letter Type - Check Output - Files | 9/4/2009 |
Tech – Starting Letter Type – Check Output – Files (Please see scan in photo gallery) |
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AU 1483 |
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Daily Tasks | 9/5/2009 | • Working on new login and corp to user session vars. | |
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AU 1484 |
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Daily Tasks | 9/7/2009 |
• Working on corp-wide settings and dynamic permission names. • Worked on a dynamic quick search menu and dynamic main switchboard page. • Going through page by page and implementing corp-wide settings and page clean-up. • Added a couple of extra customer drill-down links to different pages (statement, logs, and quotes). |
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AU 1485 |
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Daily Tasks | 9/8/2009 |
• Working on each page by page changes. • Worked on dynamic flex grid, application types, and dynamic invoice types. |
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AU 1486 |
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Daily Tasks | 9/9/2009 |
• Working on the switchover between work in progress and transition invoices. • Started working on the dynamics for the add/edit parts section. |
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AU 1506 |
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Daily Ideas | 9/9/2009 |
-Make the quick search be more dynamic to reflect corp-wide settings and user permissions. -Be able to duplicate e/r’s and PO’s to save time. Populate a single page with all fields open. -Need to add some contact (location info) to the PO’s - that way vendors will have a way to contact you. -When capturing credit cards, maybe have two links that go to the same page. One would be swipe in card and the other would be manual key in card. This would help me know if I need to enable the submit button or not. -On credit cards, do some more research on error code swipes and maybe be able to grab info anyway “%E” instead of “%B”. Also figure out what fields give you the best rate and mark them. -Standardize the edit line items verbage on drill-down links. -May need to run some extra testing on the flex grid and the application types. This deals with dynamic naming conversions and title captions. -On customers, it might be nice to see a payment history section or report. Including dates and ages. -May need to run some extra testing on the transition invoices. Major changes and dynamic naming. -Check the invoice date against the Q.T.I. date block. Try to help the users. This may include hiding the date on the main add_edit_invoice.cfm page and adding it on the view_transition_dates.cfm file. Spend some extra time and check the following sections: - Parts - Customers - Invoices - Quotes - IS & BS reports - Look-back reports - A/R’s - Transition Invoices -Another idea for a corp-wide setting. Be able to call the specific unit inventory type whatever you would like. -Pre-fill remaining total on e/r line items if not 0.00. -Add a line or two for the invoices at the bottom, maybe three lines with line 1. defaulted to “Returns, if applicable, may require receipt and restocking fee.” -Maybe another couple for the invoice (bottom section) “Thank you for your business!” caption and signature line-hide/show option. -Need a softer error message on bulk verify and other places that use the mini message. -Maybe add a link to the words help file in the top page notes (small intro paragraph) to the actual help file. See add/edit photo page for dynamic link. -Make all parts inventory show up on same page with vendor info and quantities. Maybe look into the printable parts report. Currently it is vendor specific. |
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AU 1487 |
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Daily Tasks | 9/10/2009 |
• Went out to a client’s house to go over reconciling banks. Went over a few items and did some training. 15 miles. • Added nine new corp-wide settings to help control specific units and invoice settings (verbage and signatures at the bottom). |
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AU 1488 |
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Daily Tasks | 9/11/2009 |
• Working on corp-wide settings. • Worked on a small bug in the payroll section. • On the phone going over things with a client. • The bug was just a < (less than symbol) that needed to be a <= symbol. |
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AU 1489 |
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Daily Tasks | 9/12/2009 | • Working on corp-wide settings and going page by page. | |
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AU 2385 |
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Tech - Settings for part numbers | 9/12/2009 |
Tech – Settings for part numbers (Please see scan in photo gallery) |
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AU 1490 |
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Daily Tasks | 9/14/2009 |
• On the phone with Steve going over current game plan and direction. I told him I would most likely launch a number of new pages and settings. I also said that I would continue to work on them and leave things disables until I could fully get everything ready. • Went into town and me with a contact. I gave him a demo and talked to him about the adilas application. We talked about a number of different options and questions. He wasn’t really interested in his needs as the care giver. His biggest questions were dealing with time, money, and making his investment worthwhile. 10 miles. • On the phone with a client going over update PO’s and adjusting inventory counts. • Emails, phone calls, and quick update to Newtek about credit cards. • Posted new files online. • Made a number of last minute updates. • Possible introduction of some small bugs. • Fixed a web service issue and bug (URL problem). |
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AU 1491 |
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Daily Tasks | 9/15/2009 |
• On the phone with a client talking about taxes and rentals. Took her into the location page to help her understand what was happening. • On the phone with Steve. Told him that the new permission list (corp-wide settings) was up. • Research on cf pdf from tags for a client. • Bought a copy of Adobe Acrobat 8.0 to help with pdf forms. • Working on the bank register report. • Also did some clean-up on running bank balance and bank home page. |
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AU 2386 |
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Tech - Ideas for Bank Deposit/Check Register Report | 9/15/2009 |
Tech - Ideas for bank deposit/check register report (Please see scan in photo gallery) |
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AU 1492 |
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Daily Tasks | 9/16/2009 |
• Working on the optimization project for a client. Finished up the files and posted online. • Worked on the show all parts inventory report. • Added a vendor option of “All” to the printable parts list. Posted files. |
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AU 1493 |
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Daily Tasks | 9/17/2009 |
• Getting started and figuring out what needs to happen. • Working on the customer photo gallery. Another optimization project for a client. • Went into town and met with Steve and his brother. Showed them the new things we have going and recent changes. Talked about other game plans and ideas. 10 miles. |
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AU 1507 |
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Daily Ideas | 9/17/2009 |
*Interactive quote with photos *Corp-wide setting thumbnail size, subs to stock, like pack and photos for subs. -On main homepage – show a sample of data we track. -One of the links on main homepage in the stats history would be permissions, locations, customer, vendors, parts, timecards, payroll stubs. Make a fun animation for the adilas logo… (uses for the logo) - Succeed – climb the mountain - Move or go – ball or globe moving - Flow or ease – rivers and wind - Enjoy or relax – use as a couch or hammock - Conserve & grow – turn logo into a leaf or a seed - Any size business (x-sm, sm, med, lg) - Tool box with different tools - Volume of sales sm to large - Just a fun idea - Expand your vision – outside box - What if??? – thought bubble |
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AU 2387 |
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Tech - Customer Photos | 9/17/2009 |
Tech – Customer Photos (Please see scan in photo gallery) |
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AU 1494 |
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Daily Tasks | 9/18/2009 |
• Worked on and finished the customer photo gallery section. Launched files and tested online. • Went out to a client and worked with them on the balance sheet. Ended up working on expense/receipts and bank stuff. Found a possible (old) problem with check requests and date stamps. 15 miles. |
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AU 1495 |
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Daily Tasks | 9/19/2009 |
• Online doing research on Adobe Acrobat 8 and upgrading to Acrobat Pro. I need the ability to interact and build pdf forms. Ended up buying a version higher of Acrobat 9. • On the phone with Steve going over problems with pdf software, pushing billing cycles forward, and working on adilas. • Working on corp-user history page and adding customer photos and scans to the report. • Signing off on code. |
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AU 1496 |
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Daily Tasks | 9/21/2009 |
• Database back-up. • Worked on the new parts online web services. • Created three new web services to catch changes in adilas and flush data to remote server. • Started to include them in application files. • Steve cam over for an hour and we talked and got a game plan down. • Finished up the adilas side of the new parts web services. • Finished up the sign-off on the customer photo gallery. • Added a new logo and colors for a company. • Posted all new files online and did some testing. |
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AU 1497 |
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Daily Tasks | 9/22/2009 |
• Emails, phone calls, and sending invoices out. • Worked on and finished the first round of parts online. • Posted and tested files online. • This is an awesome step. We are planning on using this as the approach to small retail businesses to start using adilas. Yee haw! • On the phone with a client. They needs a couple new reports and had a couple of questions about duplicate evals. |
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AU 1498 |
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Daily Tasks | 9/23/2009 |
• Added new logos and colors for a company. • Went in to the office to help associates with some training on payables. Did some office work and helped train on check requests. 10 miles. |
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AU 1508 |
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Daily Ideas | 9/23/2009 |
Ideas for the web inventory pages: - Allow for thumbnail images for part categories and sub inventory types. - Corp-wide settings for customer pages. Include page clean-up. - Put new test options on LTF site for adilas web services. - Add a link on printable invoice for paperwork for stock units. |
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AU 1499 |
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Daily Tasks | 9/24/2009 |
• Small fix on view recent receipts page. It wasn’t showing a check request value. Posted files online. • Went in to the office to help associates. Worked on payables and did some more training. • Made a couple of page updates to help with flow. 10 miles. |
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AU 1500 |
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Daily Tasks | 9/25/2009 |
• On the phone with Steve going over need for transition invoices and full naming options. Also went over a client and some of their needs. They may end up needing some inter-corp interactions or they may need to combine operations. • Working on invoice corp-wide settings. This includes thank you line, signatures and extra verbage lines. |
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AU 1501 |
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Daily Tasks | 9/26/2009 |
• Working on adding flex grid output to printer friendly invoices and limited format invoices. • Opened up the limited format invoice for all invoice types. This is an invoice that doesn’t have any prices and has checkboxes next to each line item for shop guys or shipping fulfillment. • Made some big changes to the dynamic naming of permissions. Added a number of alias names. Changed names from “Basic Deposits” to “Deposit Homepage” on the main switchboard. Changed tons of them for invoices, PO’s, deposits, quotes, statements, expense/receipts, check requests, etc. • Finished up files and posted online. • Quick email to Steve about changes. |
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AU 1509 |
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Daily Ideas | 9/26/2009 |
-Add a new color for permissions. Use silver for specialty functions. -Add and clean-up a couple of permissions. Quotes, statements. This deals with homepage wording, see below. -Change all of the Basic Deposits, Invoices, E/R’s, PO’s, etc. to Deposit Homepage, Invoice Homepage, etc. |
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AU 1502 |
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Daily Tasks | 9/28/2009 |
• On the phone with a client talking about changes to the company website. • Working on help files and permissions. • On the phone with Steve going over changes and questions. • Working on a new statement permission. |
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AU 1503 |
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Daily Tasks | 9/29/2009 |
• Working on corp-wide settings. • Working on new statement permissions and code sign offs. • Started working on new basic quotes permission and the quotes homepage. • On the phone with Steve going over pricing, sales reps, and getting adilas out to the masses. Exciting! |
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AU 1504 |
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Daily Tasks | 9/30/2009 |
• Deleted a number or evals for a client. Worked on a new report for the strategic focus areas. Invoices for 1.5 hours from 9/22 to 9/30. • Working on quotes and the quote homepage permissions. • Got a new Adobe Acrobat 9 but couldn’t get it installed. Contacted seller and adobe on the issue. • Saved some files and documentations. • Research on converting back and forth between binary and actual images. Somewhat shocked to see the files size once converted (number of characters). Conversion takes 20,000 to 200,000+ characters per file. |
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