Multi-day conference in Salida, CO - birthplace of adilas.biz! If you spell Salida backwards, you get Adilas - All Data Is Live And Searchable

Small Recap:

The adilas team meets almost everyday via GoToMeeting and Zoom meetings (virtual online meetings). Having said that, we have not had an in person conference for almost 3 years. Our last major conference was in September of 2018. The live event was much needed.

The adilas team met up on Monday evening and did a small meet and greet - ice cream social. We then went over to the hotel and conference center. We setup up systems and did some testing. Crazy, but sad, the hotel was having major Internet problems. We setup some mobile hotspots, but it just wasn't enough.

Tuesday morning we started the conference but the Internet was super slow and was dropping the GoToMeeting session, audio, recording, and even basic site browsing was going super slow. We tried using the GoToMeeting options for the first two sessions. After that, we ended up just presenting to those who were on site. There were about 20 individuals there on site. Once we dropped the GoToMeeting piece, the whole attitude of the conference shifted. From my personal opinion, the change was for the better. Much better flavor and things started to flow much better.

We had more folks join us live on day two and day three of the conference. Great stuff. Those who were there were treated good and everybody was learning new things. As a huge shoutout, three ladies spent a ton of time on training content, slides, and presentations (including timing, samples, etc.)

Marisa got a bunch of shirts for adilas with the little blue dog avatar (ADI). The guys and gals looked great in the adilas shirts. As usual, Mrs. Shari O. took great care of us and had snacks and lunches for us each day.

///////////////

See attached for some of my notes... I will also put a few of them there below for searchability. My notes that are attached have a lot more details. I just wanted to capture some of the tweaks and user requests that we picked up from the conference. Not all of my notes are just what needs to be updated (for the record), most of my notes were dealing with what the guys and gals were presenting:

- Request - We should not allow new default payments as "show" they should be hidden by default - this is dealing with money types under more options under the corp admin page.

- Request - They wanted Venmo as a payment type

- Request - Remove the Flash option for my cart favorite buttons - under personal profile

- They went through all kinds of setup and settings - being consistent to get things out of the system later on

- Request - Adding in a date picker to the add/edit pages in elements of time. It is currently there, but if you have the HTML enabled SummerNote editor, there is a conflict between the two features. They both use a form of jQuery.

- Small side note on the presentations - Kelly was doing slides on a PowerPoint, Marisa was driving (clicking through adilas), and Danny was presenting - fun combo and good flow.

- Prototyping and then expanding those things

- Request - On the customer log notes, try to add in the date pickers and the SummerNote HTML editors (small conflict)

- Request - On the balance sheet quick search - be able to pull the balance sheet by that date, using the quick search. That would be pretty cool!

- We sure want to get back to a project called "known issues report" - Helping to find things that are known problems or disconnects

- Request - On sub inventory templates, it needs to default to active. Currently it defaults to inactive.

- Kelly and Steve did a great job showing some down the road cause and effect relationships for categories, inventory controls, and other sections in the inventory controls section. Great little session.

- Request - On the advanced part and parent attribute search - They may or may not want some of the inactive parent attributes on that report. In the Farm and Ranch demo site, there were tons of inactive parent attributes that were showing up. Small clean-up.

- Use of the word core - parent cores, child cores, etc.

- Request - On smart group buttons, the description modifier does not currently change the sub description. It only changes the parent description. It should change the sub as well.

- The power of being able to save your own reports

- Save time and money, adilas has a solution built-in (talking about ecommerce, but it could be anything)

- Request - On ecommerce, change some of the verbage on the photo image sizes - make them square (item pictures and item category pictures), if possible. Say something like 750 (_w) x 750 (_h) vs 750 x 553. Square works better on the web, helps make it all line up correctly.

- Request - On ecommerce, the parent attributes on ecommerce show all items with certain tags. We need those counters to filter what was/is really available - For example: Drinks(2) - but when clicked, only 1 (one) showed up. It would be better to show Drinks(1) and then show just that one. That shouldn't be too hard to fix. Maybe just look to see how those item counters and counts are calculated.

- Request - On login into ecommerce, it would be so awesome to have a new setting to say - Where can we take you after a valid login? My details, shop home, make a payment, etc. that would be cool! Basically, let the client/users dictate where to send their customers upon a valid login. Right now, they always just go to a single page and then have to click from there where they really want to go.

- Request - Build a customer marketing link builder page, this would be a page similar to the add/edit my cart favorite buttons (limited), but thte main feature would build a link, add to cart, set a discount, tract a campaign, add a coupon, auto login, etc. Build whatever link you needed, without knowing all of the techy stuff behind the scenes. Make the links so that they may be used in marketing messages, emails, texts, ect. The person who builds it, enters info into a form and the form (backend logic) builds the correct link for the client. Basically a special marketing or link builder tool.

- Request - Add some terms to the glossary such as: Modal, ADI (the blue dog avatar).

- Request - Make the "all help files" more flexible and be able to search the descriptions as well. Currently, it only searches titles for the help files.

- I can't wait until we can show the daily balance sheet over time - multiple day report running over or off of the aggregated totals

- Request - Look into the add new B.S.I. item process - We may need some more flexibility on the account and item groupings. Also, a request was made to allow for setting up the expense types and deposit types right from there as well. Basically, a one-stop shop for balance sheet setups.

- The value of education and being able to help set people and users up for success

- Understanding logic and cause and effects

- Idea - It sure would be cool if due dates could show up on a calendar type view - think of showing all kinds of stuff on a calendar type approach or view

- Request - New settings - Expense/receipts and locations on line items. Also, B.S.I. bump up or down values. More settings.

- Take time and read the page errors and info stuff - We are trying to help - Slow down just a bit

- There is a need for some cash flow and budgeting tools - This would be awesome - Maybe round 2 on the financials

- Request - Ice-down dates and being able to "post" on invoices and PO's - Posts only exist on deposits and expense/receipts

- Data visualization and customized dashboards - We haven't even scratched the surface yet - It's time!

- Request - On the media/content homepage and media/content advanced search pages - It would be nice to output or show the reports in Snow Owl data tables to help with exports and visual displays

- Following your interests and be yourself!