Basic Assignments
 
Options & Settings
 
Main Time Information
Color Code: Blue
Assigned To: Bryan Dayton
Created By: Bryan Dayton
Created Date/Time: 8/23/2018 3:49 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 3986
Template/Type: Brandon Time
Title/Caption: cross corp
Start Date/Time: 8/27/2018 3:00 pm
End Date/Time: 8/27/2018 4:00 pm
Main Status: Active

Sorry, no photos available for this element of time.


Notes:

Working with Bryan. We have had a request for being able to switch email addresses and contact info on invoices and quotes. Right now, most invoices and quotes pull in the salesperson info. The original train of thought was helping to make the invoices and quotes a virtual business card. We have done a couple of custom ones, where we switched out the salesperson info with company and/or location specific info or even static contact info. We are seeing more needs for this to happen, being able to switch what is being shown and/or presented. In response to that, we could add a new corp-wide setting that allowed them to make a switch between salesperson contact info and company/location contact info. That is a good idea.

Next, we talked about a company that is currently maxing out the flex grid and the number of custom fields (they are already using 15 custom fields). We talked about expanding that and what that would take. We also briefly talked about the concept of real in-line extensions and also sub attributes with sub inventory. We also talked about tying in the PO line items to elements of time. If you go that route, you have tons more options on the elements of time and subs of time arena. We have lots of tools and options. Sometimes it becomes tricky figuring out which ones to use and how best to mix and blend to get what you need.