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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Brandon Moore
Created Date/Time: 3/1/2023 9:38 am
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 9930
Template/Type: Brandon Time
Title/Caption: Adilas Time
Start Date/Time: 3/6/2023 9:00 am
End Date/Time: 3/6/2023 10:00 am
Main Status: Active

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Notes:

Sean was reporting to Steve about a client meeting and how they (the clients) weren't wanting to do things (prep work or setup). They just wanted it to read their minds and just do it (whatever the task was). Silly, silly. Along those lines, you can see how AI (artificial intelligence) and easy presets would really help things out. You still have to play the game, but maybe helping to make it easier.

Going along with the topic above, they were hoping that it would do multiple tasks at once. For example, bring in inventory, price it, track it, and sell it back out to a single client in one quick process vs the normal processes or tasks. We can do some of that, we just need to know that that is the goal.

Steve and Sean were talking about trailer rentals and tracking those through the system. They are going to get with Shari O. and go over things. While they were talking, I was reading emails and trying to fix a small bug on some formatted dates and times for a custom report.

Shari O. joined the meeting and her and I and Sean did a small training session on using a built-in percentage mark-up tool. We did mark-ups, saleprices, and percentage fees in the cart. We did some light training on existing tools and features. We have a client that needs to charge a credit card processing fee (be able to pass it on to the customer). I showed them the percentage calculators and tools on the add item to cart button. It totally calculates a percentage based on the cart or other given amount. We went through a few examples.

Some of our customers really fight against doing the work that is required to really make things great and really make things work. The tools are there, but the chainsaw doesn't cut the wood by itself.