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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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• Recording notes from loose pages and post-it notes. I’ve been a little bit behind lately. • Recording more notes and trying to catch-up. • On the phone with Steve and a rep in Denver going over upcoming needs and options. We talked about a number of new client wants and new features. I made a whole page of notes. See later on for the notes. After the phone call, Steve and I kept chatting for another 45 minutes about funding, options, direction, and such. Good phone call. • On the phone with our developer in Colorado helping him get his local copy of adilas files up and running. He is very sharp and will do great. Steve has him doing custom loyalty points pages. • On the phone with a merchant processing sales guy that wanted to know what was available for adilas clients. He was excited to see a CRM that also does merchant processing. • Recording notes, doing emails, and light tech support. • On the phone with Steve talking about merchant processing. He was setting up the first client on a new merchant gateway group. • New logo for a client. |