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Basic Assignments
 
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Main Time Information
Color Code: Green
Created By: Shannon Scoffield
Created Date/Time: 7/31/2013 9:59 am
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
 
Time Id: 260
Template/Type: Daily Tasks
Title/Caption: Daily Tasks
Start Date: 10/18/2010
Main Status: Active
click to enlarge - photo by: Shannon Scoffield -
click to enlarge - photo by: Shannon Scoffield -
 

Notes:
• Added some new links for a customer’s site.
• Follow up emails and phone calls.
• On the phone with some customers. We went over the advanced add to cart page, how to change bank check types, how to pull advanced payroll and withholding reports and how to use the advanced invoice search to get client orders (transitional invoices).
• On the phone with a user going over date range or magic window for transitional invoices.
• Wrote an email to an associate about what we covered last Saturday. 1. Corp-wide settings. 2. Tracking donations through an internal customer called by the company’s name followed by “Donations”. 3. How to pull a quick inventory count and dollar value. And 4. How to update inventory counts using an update PO.