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Color Code: Green
Created By: Shannon Scoffield
Created Date/Time: 11/12/2014 4:27 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
 
Time Id: 2839
Template/Type: Daily Tasks
Title/Caption: Daily Tasks
Start Date: 9/30/2014
Main Status: Active

click to enlarge - photo by: Shannon Scoffield -
 
 


Notes:
  • On the phone with a consultant talking about exports to MS Excel for P&L (profit & loss) or Income Statement and the Balance Sheet. Great flexibility. Invoiced her for the development time. Sales quotes and email replying.
  • Setup a new client out of the Orem, UT area. Invoiced, setup the new corporation, added users, set up reoccurring billing, and emailed back and forth. I imagine that in the not so distant future, we will be automating a number of those pieces. That will be fun.
  • Working with an intern on his documentation project. We were setting up the add and edit pages. While the intern was doing certain tasks, I was working on emails and logos. Added a new logo and colors for a client.
  • Tech support on my cart favorite buttons. Talking on the phone with a lady from Denver.