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Color Code: Blue
Assigned To: Bryan Dayton
Created By: Bryan Dayton
Created Date/Time: 11/26/2018 2:53 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 4183
Template/Type: Brandon Time
Title/Caption: paperless flow
Start Date/Time: 11/26/2018 3:00 pm
End Date/Time: 11/26/2018 3:30 pm
Main Status: Active

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Notes:

Bryan and I jumped on a GoToMeeting session. He had some questions about creating a super simple form and then having that form populate a quote. His questions were dealing with the amount of data that needs to be looked up and gone through before adding a quote line item. Some of his questions were dealing with calculating taxes, discounts, costing, etc. I showed him a couple of pages that already do similar things and hopefully pointed him in the right direction.

As a side note, it sounds so simple... (certain user requests) however in the background, we have to have the system doing multiple back flips in order to make everything go where it needs to. Kinda interesting. Appearance vs reality.