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Color Code: Blue
Assigned To: Bryan Dayton
Created By: Bryan Dayton
Created Date/Time: 5/31/2022 2:09 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 9058
Template/Type: Brandon Time
Title/Caption: Due date and auto email
Start Date/Time: 5/31/2022 4:00 pm
End Date/Time: 5/31/2022 5:00 pm
Main Status: Active

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Notes:

Bryan and I jumped back on to do some more planning on the next steps and phases for the invoice due date project. We spent a lot of time talking about settings and automating some email options that would tie-in well with the invoice due date stuff. Currently, we have three main areas that need to be tied together. We have some new corp-wide settings, we have the email settings, and we have the individual customer terms that may play into the invoice due date stuff. Our current goal is mixing and blending those three things together to make a cohesive product and flow.

Bryan was given the challenge of breaking the project up and into smaller and smaller pieces. Basically, taking a bigger project and figuring out the bitesize pieces that we could do in order to get the bigger project done, finished, and across the finish line. If we don't break it down, it becomes too big and too hard to work with.