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Color Code: Green
Created By: Shannon Scoffield
Created Date/Time: 8/5/2013 7:58 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
 
Time Id: 525
Template/Type: Daily Tasks
Title/Caption: Daily Tasks
Start Date: 7/7/2011
Main Status: Active

click to enlarge - photo by: Shannon Scoffield -
click to enlarge - photo by: Shannon Scoffield -
 


Notes:
• On the phone with Steve talking about new and upcoming challenges. We talked a lot about the flex grid, roll call options, custom reports, web services and some customer needs. We talked about two new corp-wide settings: one for locations that is for an additional id number; the other one is for an additional id number for the customer.
• Basic business stuff.
• Email account and new USAePay user for a customer.
• Addressing and sending out rep checks.
• On the phone with a customer going over reoccurring credit card payments and how to do that stuff.