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Main Time Information
Color Code: Green
Created By: Shannon Scoffield
Created Date/Time: 8/5/2013 8:00 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
 
Time Id: 540
Template/Type: Daily Tasks
Title/Caption: Daily Tasks
Start Date: 7/28/2011
Main Status: Active

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


Notes:
• Working on the new corp-wide settings for the custom disclaimer fields. Also added some code to help with customer logs and changing enter signs (returns) and values for html break tags.
• Worked on showing the disclaimers on invoices and quotes.
• On the phone with a customer going over bank balances and such. We spend a bunch of time looking for problems and ended up finding a problem with the beginning bank balance that was entered into the system.
• Added the option to search the customer tax id from the quick search.
• Posted files online and updated the help files.