Live Adilas Class. Logan, UT - Bridgerland ATC, Custom Fit, Room 810 (computer lab). We had 4 live paying clients and a number of internal team members in the class. We had Steve, Shari O., Dustin S., Alan, Bryan, Calvin, Russell, Shawn, Jeremiah, and myself from the core adilas team. Not all of them were there everyday, all the time, but they all came and participated quite a bit of the time. We also had a number of folks join us online in the GoToMeeting sessions. We recorded all of the training except for two main sessions.

Here are some links to the videos.

video from day 1 - morning session
small adilas demo, intro, and core concepts

video from day 1 - afternoon session
new features, open q&a, and historical stepping stones

video from day 2 - morning session
POS - point of sale features part 1

video from day 2 - afternoon session
POS - point of sale features part 2 - open q&a, and world building in use

video from day 3 - morning session
CRM - customer relationship management overview

video from day 3 - afternoon session
exploring ecommerce & custom email settings - BI - business intelligence and big data

video from day 4 - morning session
tips, tricks, & best practices - small custom consulting session

video from day 4 - afternoon session
meet the adilas developers, adilas model, and wrap-up

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other notes that I took during the class.
5/29/18
- Drag and drop custom fields - they really like the custom field settings for customers. They would love that to cascade out and filter through the whole system. Point and click, toggle on/off fields, sort, customize verbage & instructions, and be able to effect the display as well.

- The need for more one-to-many relationships

- Light request for more settings on the main salesperson and other salesperson settings - be able to split the names instead of just one setting.

- A custom preset on permissions "copy and/or duplicate" permissions.

- Setup a master and then apply those settings. This could be templates and/or master files - a virtual job description.

- Floating up and down nav to help minimize the scrolling.

- The power of "templates" - elements of time, sub inventory, payee/users, look & feel, etc.

- Start by setting up the templates and then assign them as needed - that makes a great starting point.

5/3018
- Alan was doing an exercise - he had everybody list what they could for two minutes on all of the fruits that they could think of. Fun little exercise. After that, he was comparing this to development. We try to hit the fruit that is on your list. Things keep evolving and sometimes you forget things and have to add that in later.

-  Corp-wide settings and allowing you to set certain verbage stuff.

- Bryan Dayton was showing the adilas market (adilas world). We really need to get others into the marketplace.

- While Bryan was showing his profile... I was thinking that we need to help him get some better screen shots for his demo graphics. You could tell that they were done with a low end and/or free graphic editor (kinda fuzzy and pixelated).

- It helps us to have a flow and/or a clear picture (talking about custom code and custom development).

- Small demo on a custom dashboard for Global Design

- Steve and Shari O. were talking and doing a demo together. Steve was talking and Shari O. was driving. Later Steve and I did similar things. It really helps to split that load and have a helper. The person talking can focus on what they are saying and the demo person (driver) can draw, highlight things, and show focus areas. It seemed to work out quite well.

- Steve and Shari O. started out in a coffee shop and did some quick split cart stuff. They then went into some of the corp-wide settings to show how they were able to do what they were doing. Good flow from normal usage to how it is done based off of settings.

- Eventually we need a deep merge (find and replace) on customer records.

- Our users would like to be able to compound a discount. For example: double up points, do a 1.5 mark-up, etc. Lots of time based sales and promotions.

5/31/18
- Not many notes from this day... We started out and Steve and I were presenting on sub inventory. See the video links above for more details and info.

6/1/18
- Steve was going over the new cultivation functionality. 4 main levels for the cannabis guys... they need cultivation, production, distribution, and retail.

- Some of the these white label options should really build out and use all of the pieces.

- Page and function level settings

- Interesting topic of hardcoding & concepting vs dynamic code & production - speed, limited scope, and testing.

- Being able to lock-down certain pieces, features, and virtually ice things down (ice-down dates).

- Also, interesting as we get deeper and deeper into the industry specific code... the verbage, lingo, & the flow are really important. That is what makes it feel like native or custom code or custom software.

- Comment from Dustin - We need guide rails, guard rails, settings, templates, and easy configuration options. Help lead the people down the paths that we want them to go.

- On the data tables - it sure would be cool if you could sub filter things. It comes down to space, coding, page real estate, and planning. People want more and more custom options - to setup their flow, work space, and environment (requests for deeper and more robust world building options).

- On numeric entry fields, show the unit of measure to remove the questions (if applicable).

- Making the label options show up and be available from multiple pages and such.

- Settings are preset choices & decisions - super important.

- On Calvin's tools... Just an idea, but what about dynamic or user input boxes and text fields? This is for text that may be added on the fly. He currently has static text, HTML enabled text fields (allows formatting), and dynamic look-up text (text fields mapped to data or dynamic output). What about user input text boxes?

- Making labels and empower the users.

- We had a client/participant that recommended that we put a small icon on each page that could be a default homepage and then have a quick link to set it as the default homepage. Great idea. Basically, let them navigate there (to the actual page) and then set it as their homepage if that is what they want.

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Comments from Bryan - who talked with one of the participants

- When starting the class, for someone who is brand new... it might be nice to give a 15-20 intro and general overview. We just started out and jumped right in. Basically, somewhat of a canned explanation of what is adilas and what do you get with this software package. A really simple and organized intro.

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Notes from Dustin - See attached for full notes

General To Do's:

Need to Have each page check for the color of the background and adjust the card to be a lighter complimentary color (universal). (4,5)

Need to have api key capability for each employee that performs metrc api interaction.

Need to set up custom permission setting capabilities so that they can set permissions for multiple employees over time without having to do a redundant process. Themes and standardized user type templates.

Make a excel or csv spreadsheet that templates the fields needed for api integration to give to a customer to fill out. Maybe a master list that passes in all of the general fields and passes over unneeded fields based on customer needs.

Need a graphical repesentation of the entire seed to sale process with tie-ins to each adilas feature/tool.

Need predictive on the search vendor field on the add/edit page.

Need to have customer password fields auto-populate wherever needed. (e-commerce)

Need to have a set to default button on the nav menu for setting any page as a default homepage.

Need to have a toolbar button for page relevent tips and tricks with links to news and updates.

Need to update how people reset thier login attempts: lets add a captcha or at least put the copy paste link on the same page. Maybe two step varification would work.

When you are switching corps, instead of needing to click on the little box link, make it so that you can click on anywhere on the corp piece.

Need to have UOM type indicators on any field that holds wieghts. In most cases this could probably be hard coded.

Need to create the ability to check a box that opens all of the subs for inventory search for adding to cart.