Meeting with Bryan and Suzi. Dealing with Lucky Puppy stuff (planning and figuring out where we are at). They really want options for docking (virtual copy and paste board for their appointments), drag-and-drop, multiple relationships (owner to pets, pets to rooms, pets to other assistants), popups and rollovers (showing sub details), splitting tips, etc. Suzi showed us some log info under the customer log that she had added. I was really glad that she did that. I had forgotten a few things. She had log notes, screenshots, files, documents, and other stuff. Bryan and I will get together and do some planning and then we will circle back around after the first of the year.

Talking with Bryan - I was asked what are our most popular business functions - these are my top three functions - where I think people like to use our products - POS & inventory tracking, CRM (customer relationship management), and scheduling. Here are some fun links: POS, CRM, and Scheduling.

Switched over to the QuickBooks API stuff. We kept getting an error and didn't know why. We had to make some live edits and then do some live testing. We found some large negative numbers and it looks like the client is maybe using some values and tools in the wrong way (updating inventory counts using huge negative invoices vs using an update inventory count PO - normal way). It sounds like a training issue. We will get with the rep and show him so that the client can do it correctly. Hopefully that will fix the API issue.