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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Brandon Moore
Created Date/Time: 8/18/2020 5:31 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 6788
Template/Type: Brandon Time
Title/Caption: Meeting with Eric
Start Date/Time: 8/18/2020 12:00 pm
End Date/Time: 8/18/2020 12:30 pm
Main Status: Active

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Notes:

Phone call with Eric. We also texted back and forth about some questions. He is working on a section dealing with the customer birth dates and how that plays into the mix. We talked about use (toggle switched) options, numeric birth dates, queries, calculations, and how that whole thing works. I gave him some places to look at that already have the logic done for the customer birth dates.

As a random side note, there is a thing called an off sheet balance sheet item that needs to play in with customer loyalty points and other special accounts stuff. We didn't get super deep, but this subject will be coming up more often in the future. An off sheet balance sheet item (or off balance sheet item) is one that fully has a value and sub details, but doesn't play into the normal math and mix of the normal balance sheet.