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Color Code: Green
Created By: Shannon Scoffield
Created Date/Time: 8/10/2013 10:32 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
 
Time Id: 1020
Template/Type: Daily Tasks
Title/Caption: Daily Tasks
Start Date: 12/31/2012
Main Status: Active

click to enlarge - photo by: Shannon Scoffield -
click to enlarge - photo by: Shannon Scoffield -
click to enlarge - photo by: Shannon Scoffield -


Notes:
• Working on the 1099’s for year-end stuff.
• On the phone with Steve. We talked about how to help a customer run their custom jobs and show/hide line items at will. We also talked a lot about interface options and the upcoming train the trainers course. Lots of good stuff.
• I then changed buttons on the CRM homepage to run down the page instead of across the page.
• Steve and others are playing with the mobile options.
• More work on populating the 1099 PDF forms.