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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Brandon Moore
Created Date/Time: 9/20/2018 12:30 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 4065
Template/Type: Brandon Time
Title/Caption: Adilas Time
Start Date/Time: 10/18/2018 2:00 pm
End Date/Time: 10/18/2018 3:45 pm
Main Status: Active

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Notes:

On a GoToMeeting session with Dave Forbis. We spent the first little while and talked about ideas for the billboard sites. See element of time # 4108 for more info. We went over Dave's ideas for the sales (quick interest catchers), principles (why), and the features (what). He wanted me to pick 3 from each category. We talked about things and made some decisions.

We then switched gears and talked about Campaign Rise (custom wire job project). They still need some automation and also some training. Dave asked some great questions and I tried to answer them to the best of my knowledge. Dave is willing to help us go get funding and monies for certain projects. We talked about how Steve used to do that and did an awesome job. Currently, he is doing more development work and working on the backend engine vs out front doing sales and talking with clients. We may need to help switch that around. Steve was able to single handed fund and keep the entire adilas shop going. He is really good at that kind of stuff.

One of the places that Dave wants to help out is with automating the reoccurring invoices. They already exist and auto queue themselves up, they just don't auto run themselves. We talked about adding a new setting per reoccurring that allows for manual process (default) or auto create process. We also talked about how the actual money part of that is whole other project and deals with three separate systems (adilas, credit card gateways, and bank or finance institutions). We have to mix and blend all of the pieces.