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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 customer section. • Working on the add multi customer contact/address page. • Spent an hour on the phone with a client. Did some training on PO’s and got ideas and info from them. Went over special request PO’s and adding hidden line items to PO’s. • On the phone with Steve and Newtek about credit card processing and a thing called “Forward Commitment”. They said we can’t do that because of the liability for pre-charges. I called Newtek back and told the lady that I would be calling our rep to see if we could work something out. We need the ability to pre-charge. • Finished up the multi contact/address tie-ins and posted files online. • Worked on help files. |