Went up to Preston, Idaho, to work with the folks at the Liberty Machine Works business. We (Bryan Dayton and I) ended up in a multi-hour teaching, training, and consulting session. It was fun. They had some questions and suggestions. That is great. We helped them out with showing them where to find certain things and what not. Here are a couple of my other notes:

- They needed both physical locations and virtual profit centers or business classes or classifications. We ended up changing the corp-wide setting for "location" to "class". It just fit their vocabulary better.

- We went over some flex grid options and I recommended the help file for that section.

- There are different points within the system that they wish that they could put a push notification or some sort of communication prompt. Say when things are added, flipped between statuses, etc. They would love a text or an email that has rules and/or is based on rules and does a push notification with options.

- They wanted to know where the page or setting was to change the stock/unit numbers. By default the system starts at a new stock/unit number of 1 and keeps adding to it. This feature lets you start a new stock/unit number with whatever stock number you wish. Then the system will As a side note, a few days later, Steve helped me find the page. It is called top_secret/secure/new_stock_number.cfm

- On the stock/unit checkout process. There are multiple pages (multi-step process) and they don't use all of them. They would like some settings and be able to customize that flow process. That would save time, brain power (remembering what to do and what to skip), and actual clicks. As a follow-up, Steve showed me some new settings a few days later that eliminate a couple of those pages. I will pass that along to the client. It is called top_secret/secure/settings_stock_units.cfm

- We spent some time going over elements of time, work orders, sub time tracking, and such. They are looking to use elements of time to help them keep track of work orders and internal projects. Tons of potential there. I also recommended that they read the help file for the elements of time section.

- On of the last things that we went over was tying things back and forth with the bank. Basically, helping to bank reconciliation as well as auto entering things to help keep things up to date. This still may take some thought and research but I thought that I would record it. Bryan Dayton from the adilas team is already looking into options here.