Basic Assignments
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Options & Settings
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Main Time Information
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Notes:
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• 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. |