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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Cory Warden
Created Date/Time: 5/11/2020 2:06 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 6370
Template/Type: Brandon Time
Title/Caption: Steve, Cory, Brandon-Catch up on projects and updates
Start Date/Time: 5/14/2020 3:30 pm
End Date/Time: 5/14/2020 4:30 pm
Main Status: Active

Sorry, no photos available for this element of time.


Notes:

Going over quote and projects. One of them was dealing with a client's request to delete some data due to the sell of a company and the person wanting their old data but not the new owner's data. We talked about options of physically deleting the data, voiding out the data, or virtually flipping the data to a different corporation where nobody would see it or touch it. Pros and cons and we will get back with the client.

The other topics were dealing with new and custom reports. Lots of requests for daily breakdown and better grouping of the data vs line by line or invoice by invoice. Basically a small call out for better aggregated data and reporting. The data is all there, it just makes it hard if you have to pull multiple reports to get it.