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Color Code: Green
Created By: Shannon Scoffield
Created Date/Time: 8/13/2013 5:27 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
 
Time Id: 1037
Template/Type: Daily Tasks
Title/Caption: Daily Tasks
Start Date: 1/2/2013
Main Status: Active

click to enlarge - photo by: Shannon Scoffield -
click to enlarge - photo by: Shannon Scoffield -
click to enlarge - photo by: Shannon Scoffield -
click to enlarge - photo by: Shannon Scoffield -
click to enlarge - photo by: Shannon Scoffield -
 


Notes:
• On the phone with Steve. We talked about three main subjects:
One was smoke and mirrors and custom views for invoices. We basically have a customer who wants to build an invoice with tons of pieces and then show just a total dollar summary of it to the customer. For example say there are 10 line items plus labor plus tax. They just want to show the customer one line that says certain verbiage and then hid all of the details and just show the total. We’ll just create a summary invoice to get the job done.
Another subject was on interface options for a small deli. We talked a lot about build and sell recipes and putting a face life on that part of the application. This would be more buttons and less text-based options. It may also include a special homepage for build and sell recipes as buttons and then a more touch screen type interface to do the build prep.
The third subject was dealing with auto populating the barcode field. We talked about maybe using the keyword “auto” and then having the system replace auto with the part id number. Crazy, crazy, the ideas just keep coming! If only we had more time and money!
• Light tech support for payroll.
• On the phone with Steve talking about using the interactive map to help sell adilas and breaking parts of it down into categories or groups. For example, these parts are for CRM, these parts are for the POs side, these parts are for payroll, etc. We also talked about doing scenarios – tons of them.