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Notes:
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• Worked on the new group icon for the “smart groups” my cart favorites button. • Ran a special update to match up PO line item dates with the main received date. • Small email update to Steve. • Updated help files for exporting PO main values and PO line item values to MS Excel. • Updated the PO admin permission. • Worked on the smart groups. • Did some brainstorming and sketching out ideas. • Did some database design and working through things on paper. • On the phone with Steve setting goals for the smart groups. We decided not to go to the conversion level. We also talked about how the smart groups could eventually help us get to the level of doing build and hold (mini-manufacturing) of raw products to sell later on as different inventory. We also talked about how QuickBooks tries to catch things after the face or “managing the data stream” vs. doing it at the point of action (real time data mapping). • I made some other comments back on the page for 12/29/11 (in the red notebook) about my meeting with the CPA. |