all data is live and searchable
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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 add/edit page for additional customer contacts. • Prep for phone call to a client. Looked at their bank stuff. Spent 1.5 hours on the phone with them. Went over bank stuff, Amex deposits, and what direction they need to go in. Sent an email as follow-up. • Worked on some major changes to the customer history and customer log pages. • Standardized links and navigation. |