Alan and I were continuing to test pages on the tax project. We also had a small chat session and talked about options for speeding up some of the main sub homepages (invoice homepage, PO homepage, expense/receipt homepage, deposit homepage, and quote homepage). We talked about how each sub homepage page currently pulls the last 30 days worth of data. We may change that to the last 7 days or just limit it to the last 25 records (rolling - no mater what the date is). We also talked about showing some quick stats and graphs to help the users see things (pulse and quick snapshot - today, yesterday, week to date, month to date, year to date) without showing tons and tons of transactional data. Anyways, some great ideas.

Another topic that Alan and I talked about was settings. We are seeing a need for more corp-wide settings (world level), user level settings, group level settings (invoices, items, customers, elements of time - any of the 12 main player groups), and page settings. Alan and I were talking about how to stack that model. We drew some pictures and talked about a triangle model where the corp or world level settings are at the top, and then the page and user settings are at the bottom. We also talked about flipping the model (reverse triangle) so that if a user doesn't have a specific setting for the page and/or group, the corp-wide or world level setting would kick in. Another idea we followed was how to stack and allow the users to play at the group level and also at the page level (possible one-to-many relationship) based off the of the user and what settings they put in place. All of these things will help us be more dynamic in showing what the users want and also in speaking their language. Good stuff.