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Basic Assignments
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Options & Settings
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Main Time Information
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Notes:
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On a GoToMeeting session with Steve and Russell looking over new custom look and feel options. We spent most of the time looking at the new Snow Owl theme and playing with the new settings. - One of the questions that Steve had was related to creating a dashboard. Very similar to building custom labels, we need to be able to build out custom dashboards. - We are seeing more needs to be able to customize the whole user interface. From buttons, to CSS, to backgrounds, to colors, to navigation. - The user interface is huge... it is the application. I would still love to build out the icons and/or graphic homepages. I have some samples and small drawings back in the developer's notebook. The graphic homepages are somewhat tied into the GPS core layout graphic. - On with Shannon. We had questions on QuickBooks and playing well there. We had questions on being able to make and control our own child barcode values. We also had some other questions on daily announcements and locking down the cart to not allow invoices out of the cart without full payment. Shannon took some notes on these in a different element of time. - Steve and Shannon were working on some things and talking about tech support vs. customer care. We then talked about some smoke and mirror stuff with barcodes and QR codes. The barcode and/or QR code still holds the old sub id but we then show a different display value. Good stuff. - We need to help update some of the older legacy accounts and get them on to the new tools and features. That is a whole new level of training and customer support and customer care. - We need a master list of features, advantages, and benefits. We have a good start on the older user guide stuff. We need to keep updating it. We also have a web page called tools and features. The problem with both of these is they haven't been updated since 2010 (ish). :) Time for a change in the wind... - We need to use elements of time more for recording the notes. If we use other outside files, we end up having a small disconnect and it is not searchable. Use the tools we have. |