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Basic Assignments
 
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Main Time Information
Color Code: Green
Created By: Shannon Scoffield
Created Date/Time: 7/31/2013 10:23 am
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
 
Time Id: 326
Template/Type: Daily Tasks
Title/Caption: Daily Tasks
Start Date: 12/20/2010
Main Status: Active
click to enlarge - photo by: Shannon Scoffield -
click to enlarge - photo by: Shannon Scoffield -
 

Notes:
• Entered a bunch of deposits, wrote checks, set up reoccurring payments and paying commissions.
• Did some prep for a conference call with Steve and an associate. Steve and I were on the conference call for 1.25 hours. We talked with our associate about the adilas “any” scheduler. Recorded a client log and sent an invoice and follow up email. Great call and we are moving forward.