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Adilas.biz Developer's Notebook Report - 7/1/2011 to 7/31/2011 - (29)
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Time Id | Color | Title/Caption | Start Date | Notes | |
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AU 521 |
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Daily Tasks | 7/2/2011 |
• Working on invoicing and payments for clients. • Lots of emails. |
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AU 522 |
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Daily Tasks | 7/4/2011 |
• Invoicing and recording payments. • Working on a custom CSV file for a company. |
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AU 523 |
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Daily Tasks | 7/5/2011 |
• On the phone with Steve going over different things and catching up. We talked business strategy, pricing, funding and vision; good stuff. • Basic business stuff. • Added the flex grid tie-ins to the add/edit customer page. • Worked on the custom CSV file for a company. |
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AU 524 |
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Daily Tasks | 7/6/2011 |
• Research into changes and request for a group’s eval process. They wanted a new multi campus CEO role and shared leadership roles. Wrote a follow-up email to a contact there with my finding and recommendations. • Finished up the custom CSV file for a company. Posted files online. • On the phone with that customer going over the flex grid and their new custom CSV file. • Worked on rep checks. |
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AU 525 |
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Daily Tasks | 7/7/2011 |
• On the phone with Steve talking about new and upcoming challenges. We talked a lot about the flex grid, roll call options, custom reports, web services and some customer needs. We talked about two new corp-wide settings: one for locations that is for an additional id number; the other one is for an additional id number for the customer. • Basic business stuff. • Email account and new USAePay user for a customer. • Addressing and sending out rep checks. • On the phone with a customer going over reoccurring credit card payments and how to do that stuff. |
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AU 526 |
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Daily Tasks | 7/8/2011 |
• On the phone with a customer going over reoccurring billing and actually running some things through. • Elements of time and customer billing. • Did some prep work. • Worked on a refine your search for elements of time. |
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AU 543 |
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Daily Ideas | 7/8/2011 |
-Simple drawings and a coloring book. I went to a doctor’s appointment and the doctor drew us a small picture and then explained it. He said that he was a visual learner. He also said that he used a simple coloring book to draw systems and connections. Basically, he simplified each and every process, color coded it and made his own notes. Because he could see it, he learned it. I was thinking that I could use a similar process to help teach people adilas. Show a small graphic of what is going on and then let the people interact - virtually draw out the process to help it stick. Think about a simple drawing that does – it I do this, or if I have this…. I can do this …. or the system will do this… Full – simple – cause and effect relations. |
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AU 2217 |
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Brainstorming Elements of Time - Tie to Quotes & Invoices | 7/8/2011 |
8 July 2011 Be able to tie elements of time to quotes and invoices: (Send to cart) - What about non customer tied time? (general person or no person at all - counter sale) - One or many at a time - Quick and simple - Minimal copy and paste - Show details or invoices and quotes - Be able to pick and choose which ones play in… - Be able to quote, then be able to invoice. Be able to skip the quote process. - Help with math o If total time – show o If general amounts – show - Limit to needs to be invoiced or quotes… invoice/quote status. - Show in shopping cart - Show on invoices o Printable o Simple o Limited o Mini o pdf - Show on quotes o Printable o pdf - Show options for single invoice line item or multi line items - Show $ amount on customer log… - Provide grouped customer report… - Try different ways o All main elements o One main and many subs o One main all by itself - What if not present o Invoice/quote status o Total time o General amount o Notes/comments – maybe show title/caption - Be able to limit the per customer results according to invoice/quote status - Add a grouped link from the log page - Grouped report settings o Show all customers o Limit report by Invoice/Quote Status o Customer (optional) Action Status Stuff: - Canceled - Checked in - Checked out - Completed - In progress - Other - Paused - Pending - Started - Stopped - Customer Name - Type - Total Count - Total Amount - Blank (n/a) - Invoiced - Needs Inv. - No Charge - Other - Quoted |
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AU 527 |
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Daily Tasks | 7/9/2011 |
• Working on grouped elements of time per customer. • Email update for Steve and others. |
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AU 2218 |
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Tech - Element of Time to Invoices/Quotes | 7/9/2011 |
Invoice_quote_time.cfm – both URL & FORM scope Basic Customer Info: - Id: - Customer Name: - Address: - City, State, Zip Decided to somewhat stack things (sketch on scan) Add options for removing elements of time and updating details… the normal process is to use what is passed in… if an update is needed it must be passed in or requested. Pass along: - end_dates_closed - time_id - invoice_status_id - start_date - general_title - template_name - color_value - actions_status_name - invoice_status_name - quote_number - invoice_number - general_notes - use_total_time - time_frequency_id - total_time - time_frequency_name - use_general_amount - general_amount Time Frequencies: 1. = Dummy 2. = Seconds 3. = Minutes 4. = Hours 5. = Days 6. = Weeks 7. = Months 8. = Years Title/Caption Template with: Color, Notes, Invoice/quote status (with drill-downs to invoices and quotes), Total Time and frequency, Total Amount |
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AU 528 |
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Daily Tasks | 7/11/2011 |
• Worked on converting elements of time into a shopping cart. • On the phone with Steve going over new options for elements of time and light training. We also spoke quite a bit about the new MMED forms and requirements. We are going to tackle a few of the forms that the state wants. |
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AU 529 |
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Daily Tasks | 7/12/2011 |
• Basic business stuff. • Worked on converting elements of time into a shopping cart. • Did a custom migration for a company. • Added a dummy flex grid piece to all of their customers. • Helped a customer with how to stop the reoccurring invoices and payment stuff. • Posted the files that I had done. |
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AU 2219 |
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Process of Element of Time to Invoice/Quote | 7/12/2011 |
Process from element of time to invoice: 1. Find the correct element(s) of time - Make sure that they are marked completed (not required) - E/R - Add up items if possible 2. Select which ones to add to the cart… this could be one at a time, multiple at once, or add some, go back – search – add some more. 3. Not every shopping cart will be tied to time. 4. Show time higher than flex grid stuff and higher than payment info. 5. What if we still make the people add their own line item to the cart. |
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AU 530 |
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Daily Tasks | 7/13/2011 |
• On the phone with customers going over elements of time and what is needed. I gave them a demo and asked for some input. We are slowly walking through the process, good stuff. • Tech support and helping a customer with getting on the system. • More work on the new customer billing features for elements of time. |
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AU 544 |
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Daily Ideas | 7/13/2011 | -On elements of time – we need labor rates per user. This would help figure out total time and total amounts. | |
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AU 531 |
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Daily Tasks | 7/14/2011 |
• Tech support and emails. • Small tweak for the custom CSV file. • On the phone with Steve going over different things. We talked about ACH stuff and other new developments. • Worked on some new corp-wide settings. |
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AU 532 |
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Daily Tasks | 7/15/2011 | • Worked on new corp-wide settings for customer tax name and location license number. | |
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AU 545 |
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Daily Ideas | 7/15/2011 | -We got a suggestion from a customer that maybe we could simplify the salesperson contact info on the bottom of both quotes and invoices. They recommended that we take off the field captions that tell what the data is. For example: Sales Rep: John Doe – maybe just put John Doe. Just an idea… | |
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AU 533 |
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Daily Tasks | 7/16/2011 |
• Finished up the corp-wide settings for customer tax name and location license number. • Posted files, updated help files and did some testing online. |
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AU 534 |
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Daily Tasks | 7/18/2011 | • New logo for a company. | |
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AU 535 |
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Daily Tasks | 7/20/2011 |
• On the phone with customer going over the new corp-wide settings. We also went over his custom CSV file requirements. • New logo for a company. |
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AU 546 |
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Daily Ideas | 7/20/2011 |
-We need to implement an IP filter on logins, clock in/out and other pages. This may also include training, elements of time, full access, etc. The beauty is access from anywhere; that is awesome but some people want to limit the options, which is understandable. -Like things seem to work well with each other. For example: use gum on gum, use tape to get off tape, use custom to do custom, use standard to do standard, etc. -I added a new customer_id field to the corporations table. I would like to use this as a way to tie our customers to a specific corp-id and vice-versa. This would help with reverse look-ups and stats. This is not a field for everyone. |
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AU 536 |
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Daily Tasks | 7/22/2011 | • Working on the custom CSV file for a customer. Added the new instruction description fields. | |
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AU 537 |
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Daily Tasks | 7/25/2011 |
• On the phone with Steve going over the week and what is needed. Quick update on progress. • New logo for a company. • More work on the custom CSV file for company. • General tech support. • On the phone with Steve going over the new MMED forms and special requirements. • Worked on opening up the employee EIN number field. • More prep on MMED forms. |
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AU 538 |
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Daily Tasks | 7/26/2011 |
• Emails, phone calls and general tech support stuff. • Wrote an email to Steve and others about elements of time. • Worked on a new corp-wide setting for printable disclaimers. Added an HTML help file. • On the phone with Steve going over needs and future plans. We ended up talking lots about a customer and elements of time. Most of it was focused on how someone could call the shots without even taking on any responsibility. |
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AU 539 |
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Daily Tasks | 7/27/2011 |
• Tech support and working on adding HTML options to the customer logs. • On the phone with a customer going over a user-maintained balance sheet items and a little bit of flex grid stuff. |
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AU 540 |
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Daily Tasks | 7/28/2011 |
• Working on the new corp-wide settings for the custom disclaimer fields. Also added some code to help with customer logs and changing enter signs (returns) and values for html break tags. • Worked on showing the disclaimers on invoices and quotes. • On the phone with a customer going over bank balances and such. We spend a bunch of time looking for problems and ended up finding a problem with the beginning bank balance that was entered into the system. • Added the option to search the customer tax id from the quick search. • Posted files online and updated the help files. |
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AU 541 |
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Daily Tasks | 7/29/2011 |
• Brainstorming and reviewing about new features and progress on invoices and quotes. • Email update for July. • Also updated the interactive map page and put a release date for elements of time. |
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AU 542 |
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Daily Tasks | 7/30/2011 |
• Emails and tech support. • Migrating customers for a customer, lots of clean-up and prep-work. |
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