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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Brandon Moore
Created Date/Time: 4/1/2025 11:49 am
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 11894
Template/Type: Brandon Time
Title/Caption: Phone call with Bryan
Start Date/Time: 3/31/2025 5:45 pm
End Date/Time: 3/31/2025 6:00 pm
Main Status: Active

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Notes:

Quick phone call with Bryan to go over options for filling out custom paperwork online and then tying that form or document to the correct customer record. We talked about what we did for the travel agency and the gun shooting range with their waivers and custom paperwork. Small overview of the process. He had another potential client that needed something similar. I told him that we have done that but most of that custom paperwork stuff is custom. We can upload and tie things into customer records out of the box, but filling out forms and then tying things together is custom.