URL: https://dev1.gofmhost.com/fmi/data/v1/databases/theboss/layouts/web__fathomLog/records
token:c9334a0fd07a25b678bef77e89c61cec2a3aa0c32a3beb124393
Post Fields: {"fieldData":{"json_Received":"{\"action_items\":[{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Remove Holdups; implement Process Line (AUM\/Annuity by source type); add Source Status; show Rebecca how to define\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/822728740?timestamp=1476.9999\",\"recording_timestamp\":\"00:24:36\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Fix Source Product dropdown; ensure new products appear\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/822728740?timestamp=1592.9999\",\"recording_timestamp\":\"00:26:32\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Add Transfer Type icon column between Source and Destination\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/822728740?timestamp=1699.9999\",\"recording_timestamp\":\"00:28:19\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Update Doc Builder UI; expose Manage PDFs; send Rebecca training video\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/822728740?timestamp=1858.9999\",\"recording_timestamp\":\"00:30:58\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Add Non-Qualified sub-types (Individual, Joint, Trust) to Asset Profile\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/822728740?timestamp=1942.9999\",\"recording_timestamp\":\"00:32:22\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Add general transfer notes field to Transfer Details\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/822728740?timestamp=2185.9999\",\"recording_timestamp\":\"00:36:25\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Fix Autopop\/Firelight navigation; enable Autopop pre-fill; restore Firelight cover-sheet merge; notify Rebecca to test\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/822728740?timestamp=2582.9999\",\"recording_timestamp\":\"00:43:02\",\"user_generated\":false},{\"assignee\":{\"email\":null,\"name\":\"Rebecca Voyzey\",\"team\":null},\"completed\":false,\"description\":\"Grant Sean access to Autopop\/Firelight for testing\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/822728740?timestamp=2931.9999\",\"recording_timestamp\":\"00:48:51\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Review SharePoint Roles and Responsibilities Excel; schedule walkthrough w\/ Leticia if needed\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/822728740?timestamp=3017.9999\",\"recording_timestamp\":\"00:50:17\",\"user_generated\":false}],\"calendar_invitees\":[{\"email\":\"etechnologies34@gmail.com\",\"email_domain\":\"gmail.com\",\"is_external\":false,\"matched_speaker_display_name\":\"Sean Kruger\",\"name\":\"Sean Kruger\"}],\"calendar_invitees_domains_type\":\"one_or_more_external\",\"created_at\":\"2026-09-14T18:56:14Z\",\"crm_matches\":null,\"default_summary\":{\"markdown_formatted\":\"## Meeting Purpose\\n\\n[Review FileMaker solution feedback and align on pending business workflow improvements.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=8.0)\\n\\n## Key Takeaways\\n\\n  - [**Pending Business Overhaul:** The \\\"Holdups\\\" field will be replaced by the \\\"Process Line\\\" feature. This will enforce a strict, source-type-specific workflow, eliminating manual errors and inconsistent data.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=135.0)\\n  - [**Workflow Enforcement:** A new \\\"signed\\\" validation step will be added to the Opportunities module. This ensures all required documents are signed before a deal can move to Stage 11 (Pending Business), preventing premature processing.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=1155.0)\\n  - [**Form Automation Fix:** The Autopop and Firelight integrations are broken. Sean will fix the navigation and access for the \\\"Manage Doc Builder\\\" feature, which is required to test and enable form population.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=2386.0)\\n  - [**New Requirements:** Key enhancements include adding `Individual`, `Joint`, and `Trust` options to the \\\"Non-Qualified\\\" account type and a general \\\"Notes\\\" field to the asset map's transfer details.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=1953.0)\\n\\n## Topics\\n\\n### Pending Business Workflow Overhaul\\n\\n  - [**Problem:** The \\\"Holdups\\\" field is used as a manual, unordered checklist, leading to inconsistent processing and data errors.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=346.0)\\n  - [**Solution:** Replace \\\"Holdups\\\" with the \\\"Process Line\\\" feature.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=1487.0)\\n      - [**Mechanism:** Define sequential steps for each `Source Type` (e.g., ACAT, Annuity) in the FileMaker preferences.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=611.0)\\n      - [**Benefit:** Enforces a strict, step-by-step workflow, eliminating manual errors and providing clear progress tracking.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=441.0)\\n\\n### Opportunity-to-Pending Business Handoff\\n\\n  - [**Problem:** Deals are moved to Pending Business (Stage 11) before all required documents are signed, causing rework and inaccurate reporting.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=1045.0)\\n  - [**Solution:** Add a \\\"signed\\\" validation step to the Opportunities module.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=1155.0)\\n      - [**Mechanism:** A physical signature check will be required before a deal can be committed to Stage 11.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=1167.0)\\n      - [**Benefit:** Prevents premature processing and ensures data integrity.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=1155.0)\\n\\n### Form Automation & Integrations\\n\\n  - [**Problem:** Autopop and Firelight integrations are broken, preventing client data from populating forms.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=79.0)\\n  - [**Solution:** Sean will fix the navigation and access for the \\\"Manage Doc Builder\\\" feature.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=2909.0)\\n      - [**Benefit:** Enables processors to test and use the form population functionality.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=2344.0)\\n      - [**Blocker:** Sean needs access to Autopop and Firelight accounts for testing.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=2388.0)\\n\\n### Data & UI Enhancements\\n\\n  - [**Non-Qualified Account Types:**](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=1953.0)\\n      - [**Problem:** The \\\"Qualification Type\\\" field for assets only offers \\\"Non-Qualified.\\\"](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=1953.0)\\n      - [**Solution:** Add `Individual`, `Joint`, and `Trust` as sub-options under \\\"Non-Qualified.\\\"](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=1953.0)\\n  - [**Asset Map Transfer Notes:**](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=2167.0)\\n      - [**Problem:** No field exists for general notes on transfers (e.g., specific dates, unique conditions).](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=2167.0)\\n      - [**Solution:** Add a general \\\"Notes\\\" field to the asset map's transfer details.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=2167.0)\\n  - [**\\\"Source Type\\\" Label:**](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=1637.0)\\n      - [**Problem:** The \\\"Source Type\\\" label is confusing, as it describes the transfer *action* (e.g., ACAT), not the source account.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=1637.0)\\n      - [**Solution:** Replace the label with a directional icon (e.g., `\u2192`) to clarify its function.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=1637.0)\\n\\n### Advisor Dashboard & Roles (Leticia)\\n\\n  - [Leticia presented the \\\"SharePoint Roles and Responsibilities\\\" document, which details the layout and data requirements for the new advisor dashboard.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=3077.0)\\n  - [The document includes an Excel spreadsheet outlining required automations and triggers between advisor, assistant, and processing roles.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=3080.0)\\n  - [Stuart has approved the dashboard layout.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=3080.0)\\n\\n## Next Steps\\n\\n  - [**Sean:**](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=1487.0)\\n      - [Implement the \\\"Process Line\\\" feature to replace \\\"Holdups.\\\"](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=1487.0)\\n      - [Add `Individual`, `Joint`, and `Trust` options to the \\\"Non-Qualified\\\" account type.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=1953.0)\\n      - [Add a general \\\"Notes\\\" field to the asset map's transfer details.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=2167.0)\\n      - [Replace the \\\"Source Type\\\" label with a directional icon.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=1637.0)\\n      - [Fix the Autopop and Firelight integrations.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=79.0)\\n      - [Grant Rebecca access to the \\\"Manage Doc Builder\\\" feature.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=2942.0)\\n      - [Create a training video for the form population process.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=2967.0)\\n      - [Review the \\\"SharePoint Roles and Responsibilities\\\" document.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=3003.0)\\n  - [**Rebecca:**](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=2344.0)\\n      - [Provide Sean with Autopop and Firelight account access for testing.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=2388.0)\\n      - [Define the sequential steps for each `Source Type` once the \\\"Process Line\\\" feature is available.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=1548.0)\\n      - [Test the form population feature with processors after access is granted.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=2344.0)\\n\",\"template_name\":\"Enhanced\"},\"highlights\":null,\"meeting_title\":\"\ud83d\udc4b Hello, Lets talk about your FileMaker solution!  (Rebecca Voyzey)\",\"meeting_type\":null,\"meeting_url\":\"https:\/\/us02web.zoom.us\/j\/85724135559?pwd=EyZD5ocQMIi0b46TfYOtpIei8cF6K7.1\",\"recorded_by\":{\"email\":\"etechnologies34@gmail.com\",\"email_domain\":\"gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"recording_end_time\":\"2026-09-14T18:56:07Z\",\"recording_id\":182841535,\"recording_start_time\":\"2026-09-14T18:02:58Z\",\"scheduled_end_time\":\"2026-09-14T19:02:28Z\",\"scheduled_start_time\":\"2026-09-14T18:02:28Z\",\"share_url\":\"https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er\",\"shared_with\":\"no_teams\",\"title\":\"\ud83d\udc4b Hello, Lets talk about your FileMaker solution!  (Rebecca Voyzey)\",\"transcript\":[{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you.\",\"timestamp\":\"00:00:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, awesome.\",\"timestamp\":\"00:00:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So first of all, I want to apologize to you about not getting any feedback earlier.\",\"timestamp\":\"00:00:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"The last time we met with Drake, literally two hours later, I got on a flight to Florida and I was on vacation for a week and a half and then came home and got the flu.\",\"timestamp\":\"00:00:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So sorry about that.\",\"timestamp\":\"00:00:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, it was a bummer.\",\"timestamp\":\"00:00:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I haven't had a flu like that since elementary school where, you know, where you're just like, just so ill, but it was very quick, which was good.\",\"timestamp\":\"00:00:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So was able to really get in there and look at a lot of stuff that I wanted to go over with you.\",\"timestamp\":\"00:00:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I know Leti wanted to be a part of this as well so that we could go over that.\",\"timestamp\":\"00:00:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I spreadsheet, but I wanted to make sure we go over everything on my list for just processing everything that's working and not working.\",\"timestamp\":\"00:00:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I have any notes here.\",\"timestamp\":\"00:01:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So first of all, auto-pop, and I might- your message.\",\"timestamp\":\"00:01:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll take a look at it.\",\"timestamp\":\"00:01:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Sorry, take a look at it.\",\"timestamp\":\"00:01:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I saw your message about it not opening properly.\",\"timestamp\":\"00:01:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll take a look at it, or I am taking a look at it right now.\",\"timestamp\":\"00:01:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, okay.\",\"timestamp\":\"00:01:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because yeah, I wanted to make sure that it wasn't just me not being able to navigate into there.\",\"timestamp\":\"00:01:40\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I tried everything and I still wasn't able to get into the website from where you showed me to go through the contact so that we could populate the information.\",\"timestamp\":\"00:01:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, it doesn't look like it's navigating to the- it doesn't open the-\",\"timestamp\":\"00:01:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:02:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then literally same thing for Firelight.\",\"timestamp\":\"00:02:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I tried the same thing and it looks like they're the same effort.\",\"timestamp\":\"00:02:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it makes sense.\",\"timestamp\":\"00:02:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Um, okay.\",\"timestamp\":\"00:02:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then did you see, um, you saw my note, I assume on the holdups.\",\"timestamp\":\"00:02:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I've been through all of the messages this morning.\",\"timestamp\":\"00:02:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:02:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I saw, I thought that was from someone else, but, um, I did see that.\",\"timestamp\":\"00:02:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:02:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know what you want to do there yet, but I mean, I don't, I don't quite understand what you want to happen.\",\"timestamp\":\"00:02:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Absolutely.\",\"timestamp\":\"00:02:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I mean, I think the holdups are tasks, so I don't know if we want to convert that.\",\"timestamp\":\"00:02:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So they're actually tasks or, um, ,,\",\"timestamp\":\"00:02:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If you want to use them, you're using them as tags right now, but they seem to me like they're more like tasks, like things that need to get solved.\",\"timestamp\":\"00:03:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, they're more like steps, to be honest.\",\"timestamp\":\"00:03:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So why aren't we using, why aren't we using the, the task or the, because there's already the thing in there where you can set the procedure, right?\",\"timestamp\":\"00:03:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And the opportunity.\",\"timestamp\":\"00:03:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Can you show me?\",\"timestamp\":\"00:03:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, I haven't looked at it.\",\"timestamp\":\"00:03:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, sorry, in pending business.\",\"timestamp\":\"00:03:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm sorry.\",\"timestamp\":\"00:03:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:03:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So when you go up in pending business and you, you go to the, there's a process, the process line.\",\"timestamp\":\"00:03:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know that it's being used right now.\",\"timestamp\":\"00:03:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Process line.\",\"timestamp\":\"00:03:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Here, let me share my screen and you can tell me where to go.\",\"timestamp\":\"00:03:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, it's in FileMaker right now.\",\"timestamp\":\"00:03:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I don't think anyone, I don't know if anyone uses it.\",\"timestamp\":\"00:04:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's the steps.\",\"timestamp\":\"00:04:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You set the steps up in the preferences.\",\"timestamp\":\"00:04:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And when you apply an annuity or whatever, it has steps for the different types, right?\",\"timestamp\":\"00:04:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's under status right now.\",\"timestamp\":\"00:04:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Right here.\",\"timestamp\":\"00:04:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, that's not what I'm talking about.\",\"timestamp\":\"00:04:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm talking about like...\",\"timestamp\":\"00:04:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, click on the details.\",\"timestamp\":\"00:04:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Just on any of the details.\",\"timestamp\":\"00:04:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't need to see the filter.\",\"timestamp\":\"00:04:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Just click on one of the details.\",\"timestamp\":\"00:04:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"What do you mean one of the details?\",\"timestamp\":\"00:04:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Sorry.\",\"timestamp\":\"00:04:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Sorry.\",\"timestamp\":\"00:04:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Click on one of those.\",\"timestamp\":\"00:04:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"These.\",\"timestamp\":\"00:04:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:04:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Gotcha.\",\"timestamp\":\"00:04:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So there's the process line.\",\"timestamp\":\"00:04:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:04:42\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'm talking about the holdups.\",\"timestamp\":\"00:04:43\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"This is fine.\",\"timestamp\":\"00:04:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I understand.\",\"timestamp\":\"00:04:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But you're saying that it's a step.\",\"timestamp\":\"00:04:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And the idea behind that process line was that those are the steps.\",\"timestamp\":\"00:04:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"These?\",\"timestamp\":\"00:04:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes.\",\"timestamp\":\"00:04:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No.\",\"timestamp\":\"00:04:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"This is what it is.\",\"timestamp\":\"00:04:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's A-U-M.\",\"timestamp\":\"00:04:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I understand.\",\"timestamp\":\"00:04:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I understand.\",\"timestamp\":\"00:04:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I\",\"timestamp\":\"00:04:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I get that.\",\"timestamp\":\"00:05:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I get that.\",\"timestamp\":\"00:05:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's what that part is.\",\"timestamp\":\"00:05:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I want to get rid of that whole thing.\",\"timestamp\":\"00:05:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That requires you to pick out of a list what's next.\",\"timestamp\":\"00:05:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The process line was supposed to be a list of things that happen in the order that they usually happen in the progress of whatever that thing is.\",\"timestamp\":\"00:05:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And there's a way to define that thing in the preferences.\",\"timestamp\":\"00:05:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You guys can set up when I select an annuity, step one is grab the paperwork.\",\"timestamp\":\"00:05:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The idea was every step was clearly defined.\",\"timestamp\":\"00:05:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's what that process line was.\",\"timestamp\":\"00:05:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So the way whoever set this up, they put two steps in processing and complete.\",\"timestamp\":\"00:05:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know who that was.\",\"timestamp\":\"00:05:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I wasn't involved with that.\",\"timestamp\":\"00:05:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just set it up so that you could define that.\",\"timestamp\":\"00:05:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So the holdups are what probably should be here because those are the steps is kind of what I'm saying.\",\"timestamp\":\"00:05:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And when I was looking at the holdups, they're not in order.\",\"timestamp\":\"00:05:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They're just kind of there.\",\"timestamp\":\"00:05:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"he to prejudice here.\",\"timestamp\":\"00:05:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"He\",\"timestamp\":\"00:05:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And you're able to see how many are in each step.\",\"timestamp\":\"00:06:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Right.\",\"timestamp\":\"00:06:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So what you actually do is go into FileMaker and define what the steps are for an AUM and not just use them as process and complete.\",\"timestamp\":\"00:06:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know what they are.\",\"timestamp\":\"00:06:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If you want to explain it to me, I can put it in for you, but I set that up.\",\"timestamp\":\"00:06:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I haven't moved it from FileMaker, but it is gathering that information from FileMaker at this point.\",\"timestamp\":\"00:06:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So, so I guess what we need to do, so let me show you kind of, let me just show you kind of how they work, because I see what you're saying with the processing complete.\",\"timestamp\":\"00:06:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I've never set that up either.\",\"timestamp\":\"00:06:32\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I've always thought that's weird.\",\"timestamp\":\"00:06:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So we go through the holdups in the holdups piece instead of that.\",\"timestamp\":\"00:06:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So here are all the holdups for each source type.\",\"timestamp\":\"00:06:41\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And this is what step by step, our processors follow this step, then this step, then this step, then this step.\",\"timestamp\":\"00:06:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They know what that means, and that's literally how they do.\",\"timestamp\":\"00:06:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I guess what needs to maybe happen is holdups move kind of here into the processing line in order.\",\"timestamp\":\"00:07:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Does that make sense?\",\"timestamp\":\"00:07:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Would that be, think?\",\"timestamp\":\"00:07:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, that's what we were supposed to do, but I know, you know, that's what that was supposed to be.\",\"timestamp\":\"00:07:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You manually selecting those lines down there creates so many problems in the system.\",\"timestamp\":\"00:07:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It has created so many problems over the years.\",\"timestamp\":\"00:07:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"People leave things and issued and nothing ever, things don't get done or they pick, I've seen a new, in the old, before I actually locked it down to AOM here, I've seen people pick the wrong type of thing in that list.\",\"timestamp\":\"00:07:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, and that's what I audit for constantly.\",\"timestamp\":\"00:07:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"big  show.\",\"timestamp\":\"00:07:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:07:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Cause it's not going to.\",\"timestamp\":\"00:07:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"trying to move away from that, but it's, I've been, I've got.\",\"timestamp\":\"00:07:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And a lot of headwind and, and, but we need to sort that out and it all should go into that process line.\",\"timestamp\":\"00:08:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:08:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So if you need, if you need a better way to do that, I can, I can do that.\",\"timestamp\":\"00:08:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Awesome.\",\"timestamp\":\"00:08:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But it sounds like, so nobody ever showed me that there are the, go back that you have a broken.\",\"timestamp\":\"00:08:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"so ACAT and all that , that's all under what?\",\"timestamp\":\"00:08:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So this is all.\",\"timestamp\":\"00:08:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, that first, that first type there, ACAT, that's under what?\",\"timestamp\":\"00:08:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"A-U-N.\",\"timestamp\":\"00:08:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I, I, I, I know that, but there's, you enter that somewhere in the system.\",\"timestamp\":\"00:08:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:08:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So let me show you where we enter it.\",\"timestamp\":\"00:08:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I remember seeing it, but I just, just, I just want to make sure I'm clear.\",\"timestamp\":\"00:08:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, you're good.\",\"timestamp\":\"00:08:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And that should be in the new system too.\",\"timestamp\":\"00:08:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, is it not in there?\",\"timestamp\":\"00:08:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"The holdups?\",\"timestamp\":\"00:08:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's right there under source type.\",\"timestamp\":\"00:08:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:08:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So whatever's in this.\",\"timestamp\":\"00:08:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So, so what, the way we put them in here.\",\"timestamp\":\"00:08:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So let me just filter for.\",\"timestamp\":\"00:08:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I, I, I, I, I, we\",\"timestamp\":\"00:08:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's funny because that, and I would love for this processing line to be utilized how it should and make more sense because it doesn't, we've just kind of, you know, been whatever with it, but the way they work is here are the holdups and they work their line item, you know, whatever happens, they need to push it out two weeks, spoke to advisor.\",\"timestamp\":\"00:09:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yada, yada.\",\"timestamp\":\"00:09:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then they push their date.\",\"timestamp\":\"00:09:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They take away whatever holdup has been completed from this list here.\",\"timestamp\":\"00:09:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So depending on the source type transfer, so ACHN, then they go over here to ACHN, they copy and paste the holdups here and they follow them each.\",\"timestamp\":\"00:09:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Step completed, they take away a step.\",\"timestamp\":\"00:10:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I don't know if we need to move like all the holdups in here under like the processing line and...\",\"timestamp\":\"00:10:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, you need to define how the source type for AUM, what steps are in there.\",\"timestamp\":\"00:10:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And when you stop on a step, that's where you're at.\",\"timestamp\":\"00:10:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"What do you mean by define, like actually say, okay, paperwork submitted, you mean just have more than just what they know this to mean?\",\"timestamp\":\"00:10:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Open up the preferences, it's already in there, but nobody ever told me that there was broken, these were broke, that they were, the steps were broken down by source type source.\",\"timestamp\":\"00:10:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I remember having this discussion with someone.\",\"timestamp\":\"00:10:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you need to be able to define for each source, which source type is, is AUM or annuity have different source types, by the way?\",\"timestamp\":\"00:10:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes.\",\"timestamp\":\"00:10:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, so you need to define those.\",\"timestamp\":\"00:11:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You know, I don't know how, nobody's ever showed me those two things.\",\"timestamp\":\"00:11:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You need to define AUM and then a source type for each.\",\"timestamp\":\"00:11:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Then for each of those sources, you need to say what the steps are in that, right?\",\"timestamp\":\"00:11:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is there any other?\",\"timestamp\":\"00:11:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, that's what this is.\",\"timestamp\":\"00:11:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I understand the relationship.\",\"timestamp\":\"00:11:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:11:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"In preferences, there is already a way for you to sort of define that.\",\"timestamp\":\"00:11:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You mean here in preferences?\",\"timestamp\":\"00:11:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yep.\",\"timestamp\":\"00:11:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's been there for years, I'm going to guess.\",\"timestamp\":\"00:11:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I can't remember where it is because it's been so long.\",\"timestamp\":\"00:11:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think it might be under task assignment.\",\"timestamp\":\"00:11:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't, I don't remember.\",\"timestamp\":\"00:11:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Maybe pending business.\",\"timestamp\":\"00:11:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's under pending business.\",\"timestamp\":\"00:11:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"See those on the left?\",\"timestamp\":\"00:11:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If you click on one of those on the left.\",\"timestamp\":\"00:11:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's how they were defined.\",\"timestamp\":\"00:12:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Whoever put those in, that's what they defined.\",\"timestamp\":\"00:12:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Got it.\",\"timestamp\":\"00:12:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But what I would say is, is nobody said to me, hey, we can't really define this properly.\",\"timestamp\":\"00:12:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I understand now that you need a source type below for each AUM, right?\",\"timestamp\":\"00:12:13\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:12:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So this needs to be broken down even more.\",\"timestamp\":\"00:12:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I see now why they did that because, so this, if it's an annuity, it certainly has all these steps.\",\"timestamp\":\"00:12:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And AUM, it, depending on what it is here, it has so many more.\",\"timestamp\":\"00:12:32\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I understand.\",\"timestamp\":\"00:12:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So what other things are exceptions to your rules there?\",\"timestamp\":\"00:12:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because there are some other things that you don't have on your little list there.\",\"timestamp\":\"00:12:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You have life insurance and the raise cash thing.\",\"timestamp\":\"00:12:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know what the hell that is or if you guys are even using that anymore.\",\"timestamp\":\"00:12:50\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I didn't even consider that in the new system.\",\"timestamp\":\"00:12:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's actually really more for tasks.\",\"timestamp\":\"00:12:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's why I think.\",\"timestamp\":\"00:12:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, like, because people are able to just add things that that was probably just added willy nilly, and then nobody did anything about it, because, well, at least for processing, they use annuity, AUM, they may- So we need to break pending business tasks out of pending business, is that- Exactly.\",\"timestamp\":\"00:13:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I I've heard that story before.\",\"timestamp\":\"00:13:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes, yes.\",\"timestamp\":\"00:13:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then what is the difference between pending business and tasks?\",\"timestamp\":\"00:13:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Tasks can be in pending business, it just may not be new money.\",\"timestamp\":\"00:13:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So this is basically annuity, AUM, and life insurance, it's all money moving task is something that may refer to, you know, client servicing where it's not new money coming in.\",\"timestamp\":\"00:13:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And that's kind of the difference with processors, they deal with any new money.\",\"timestamp\":\"00:13:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But there's still money involved with it, right?\",\"timestamp\":\"00:13:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's still money involved, but it's not new money.\",\"timestamp\":\"00:13:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Processors, their whole job is to handle new money.\",\"timestamp\":\"00:13:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it depends.\",\"timestamp\":\"00:14:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's usually the advisor or the advisor's assistant or the client servicing advisor, or it can be the processor from time to they're like moving, they're just moving money around to different things.\",\"timestamp\":\"00:14:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's already there.\",\"timestamp\":\"00:14:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I get that, all that.\",\"timestamp\":\"00:14:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, but tasks.\",\"timestamp\":\"00:14:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But all the information is the same, like all the features, you still need the same thing.\",\"timestamp\":\"00:14:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is that correct?\",\"timestamp\":\"00:14:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes.\",\"timestamp\":\"00:14:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm trying, what I'm trying to do is establish whether it makes sense to put it in a separate thing or just differentiate them within any business.\",\"timestamp\":\"00:14:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If they're very, very similar, then it doesn't make sense to move them to another thing.\",\"timestamp\":\"00:14:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We just need a way to differentiate them within pending business or rename pending business as pending business and tasks and only show you one or the other.\",\"timestamp\":\"00:14:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If tasks get in the way of one or the other than filter out tasks, you know.\",\"timestamp\":\"00:14:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"to I'm not\",\"timestamp\":\"00:14:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And that's the thing is that processors, they do some tasks and some they don't.\",\"timestamp\":\"00:15:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So for instance, they may have a task that someone hasn't signed their application yet.\",\"timestamp\":\"00:15:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it stays as a task.\",\"timestamp\":\"00:15:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They would move it into annuity or AUM once they actually sign because then it's active pending business.\",\"timestamp\":\"00:15:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Like the process is actually started.\",\"timestamp\":\"00:15:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So things like that.\",\"timestamp\":\"00:15:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you're putting in two things.\",\"timestamp\":\"00:15:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Wouldn't that just be an extra step, though, at that point?\",\"timestamp\":\"00:15:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, we're just on it as an extra step.\",\"timestamp\":\"00:15:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"In that example you just gave, wouldn't that just be the first step of the process?\",\"timestamp\":\"00:15:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And if it doesn't happen, it gets canceled?\",\"timestamp\":\"00:15:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, because Stuart wants...\",\"timestamp\":\"00:15:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Processing things as in new money to show into certain numbers.\",\"timestamp\":\"00:16:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"If it's a task, it stays out of those pending business numbers.\",\"timestamp\":\"00:16:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"but don't get hung up on, that's all semantics.\",\"timestamp\":\"00:16:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's not what I'm talking about.\",\"timestamp\":\"00:16:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right?\",\"timestamp\":\"00:16:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So it doesn't, that's not what I'm saying.\",\"timestamp\":\"00:16:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:16:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, regardless of what you want it to do, once it becomes this other thing, it can start out as a task and become something else.\",\"timestamp\":\"00:16:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The fact that you guys are changing the language is the dumbest, whoever designed that originally was the, didn't know that he was doing.\",\"timestamp\":\"00:16:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Of saying something's in the status of task and that it's not in your numbers yet is totally different than the fact that you're creating two separate things for you to press buttons.\",\"timestamp\":\"00:16:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And change lists that shouldn't be, that shouldn't even be in our conversation.\",\"timestamp\":\"00:16:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So again, I'm going to ask.\",\"timestamp\":\"00:16:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Shouldn't that scenario just simply be that the first step is that you're trying to get this thing so that it can now become this other thing.\",\"timestamp\":\"00:17:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They're not two separate things.\",\"timestamp\":\"00:17:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They're one thing.\",\"timestamp\":\"00:17:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The thing starts out as a potential, has potential.\",\"timestamp\":\"00:17:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And once it shifts from that thing to another thing, then it becomes this other thing.\",\"timestamp\":\"00:17:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So here's the problem with that.\",\"timestamp\":\"00:17:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So processors shouldn't be putting things into stage 11, usually unless they are signed.\",\"timestamp\":\"00:17:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Sometimes the advisor will say, this is signed and it hasn't been.\",\"timestamp\":\"00:17:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So they've been taught that once it's signed, you put it in as a pending line item.\",\"timestamp\":\"00:17:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then they will later find out, oh, this hasn't been signed.\",\"timestamp\":\"00:17:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So they move it to task.\",\"timestamp\":\"00:17:50\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it doesn't affect those numbers.\",\"timestamp\":\"00:17:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's not part of every single line item, because if we made it being signed, that's\",\"timestamp\":\"00:17:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So again, your workflow, in your scenario there, your workflow shifts to the opportunity and we need to address that's a different, that's still a different issue, right?\",\"timestamp\":\"00:18:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like you shouldn't be, if that step of having something signed sounds like it needs to move to opportunities.\",\"timestamp\":\"00:18:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It is in opportunities.\",\"timestamp\":\"00:18:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't know what you mean, move to opportunities.\",\"timestamp\":\"00:18:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If you can't, if you're not supposed to create pending business until something is done in opportunities, then your task for having something signed should go to the opportunity so that we can validate that it's actually signed, whatever that is.\",\"timestamp\":\"00:18:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"don't know if you need to put the document in to the system at that step.\",\"timestamp\":\"00:18:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You guys are, you guys are skipping workflows.\",\"timestamp\":\"00:18:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You're keeping things that you do.\",\"timestamp\":\"00:18:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"so have\uc815ality.\",\"timestamp\":\"00:18:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"you feel.....\",\"timestamp\":\"00:18:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm\",\"timestamp\":\"00:18:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"In your brain or in Microsoft or wherever.\",\"timestamp\":\"00:19:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So nobody knows in the system where those things are at.\",\"timestamp\":\"00:19:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know where.\",\"timestamp\":\"00:19:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I've never heard that you need to get a signature before you move something to stage 11.\",\"timestamp\":\"00:19:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So, I mean, here's the thing.\",\"timestamp\":\"00:19:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We have incomplete workflows.\",\"timestamp\":\"00:19:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And you're conflating things because you're trying to do it manually, which is not how you should be doing it.\",\"timestamp\":\"00:19:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It should be steps.\",\"timestamp\":\"00:19:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And if the last step before 11, which I've already changed this recently, is to say that you need to enter the transfer details.\",\"timestamp\":\"00:19:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And if you're saying you need, before you can commit those transfer details, you need signatures for all those, then all of those things that are marked transfer in there need to be, have a physical signature applied to them, or at least checked that they do before they can actually move to pending business.\",\"timestamp\":\"00:19:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's still part of the opportunity.\",\"timestamp\":\"00:19:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So it's for the asset map build-out.\",\"timestamp\":\"00:19:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's before the signatures.\",\"timestamp\":\"00:19:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"to.\",\"timestamp\":\"00:19:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You.\",\"timestamp\":\"00:19:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You.\",\"timestamp\":\"00:19:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You.\",\"timestamp\":\"00:19:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Let's get\",\"timestamp\":\"00:19:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay, but that's not what I'm saying.\",\"timestamp\":\"00:20:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I understand that part.\",\"timestamp\":\"00:20:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And right now, you're forced to enter that in.\",\"timestamp\":\"00:20:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But if there is another thing that should prevent you or that you need to get that's before creating the pending business, then we should put that somewhere and not put it in pending business.\",\"timestamp\":\"00:20:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sure.\",\"timestamp\":\"00:20:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If it's not done, it should go as a second step of the transfer details.\",\"timestamp\":\"00:20:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"first step is actually marking which ones are being transferred.\",\"timestamp\":\"00:20:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can't now actually push this to 11 until you have entered them in and you've clicked that they're signed.\",\"timestamp\":\"00:20:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That will take out a lot of confusion for sure.\",\"timestamp\":\"00:20:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So you're saying that after the asset map is done, it's been prepped, that there needs to be a piece where it's like it's been signed and then it can move to stage 11.\",\"timestamp\":\"00:20:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"timestamp\":\"00:20:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If that's what you're saying is it's a hang up and there's confusion about the piece.\",\"timestamp\":\"00:20:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"He that, well, okay, he said that, but where is that thing?\",\"timestamp\":\"00:21:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Who has that thing?\",\"timestamp\":\"00:21:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Who did it?\",\"timestamp\":\"00:21:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know how it gets done.\",\"timestamp\":\"00:21:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think you do it in Autopop, is that correct?\",\"timestamp\":\"00:21:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Or something like that?\",\"timestamp\":\"00:21:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, that's several places.\",\"timestamp\":\"00:21:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So Autopop and either Charles Schwab or Fidelity, there's two pieces.\",\"timestamp\":\"00:21:13\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Autopop is for compliance, Schwab and Fidelity is to actually open up the account.\",\"timestamp\":\"00:21:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So a lot of times both need to be signed, most of the time.\",\"timestamp\":\"00:21:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So again, you need to think not in terms of what the system is doing.\",\"timestamp\":\"00:21:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You need to think about in terms of what it should do.\",\"timestamp\":\"00:21:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"What in the process of the workflow?\",\"timestamp\":\"00:21:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Not, what are we doing?\",\"timestamp\":\"00:21:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"What did we do?\",\"timestamp\":\"00:21:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, and maybe it's my bad for not asking more questions.\",\"timestamp\":\"00:21:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I never really have had much face time with pending business and processing and what happens with that.\",\"timestamp\":\"00:21:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But most of the system is a lot of marketing based and pending business has kind of gotten the shaft.\",\"timestamp\":\"00:21:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Even taxes has gotten a  ton more attention than pending.\",\"timestamp\":\"00:21:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"however, easy, We're\",\"timestamp\":\"00:21:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Even though we've not made a whole lot of progress with the taxes, but, but again, you need to, if you, it would help me greatly if you stop thinking about like what we do in the system, rather than like what you need it to do.\",\"timestamp\":\"00:22:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like, I don't, I'm not saying you need to define that, but you, I just need to understand, like, this is the step.\",\"timestamp\":\"00:22:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"This is where we're hung up.\",\"timestamp\":\"00:22:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"This is what's not being relayed.\",\"timestamp\":\"00:22:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"These are, this is probably, this is causing problems.\",\"timestamp\":\"00:22:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll do all the workflow .\",\"timestamp\":\"00:22:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't need you to tell me how to design the system.\",\"timestamp\":\"00:22:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just need to know what the hangups in the process are.\",\"timestamp\":\"00:22:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Otherwise I, otherwise you're thinking of trying to solve issues in a system that isn't designed to handle those things.\",\"timestamp\":\"00:22:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like the raised cash and all that thing.\",\"timestamp\":\"00:22:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know that I, the only reason that was carried over was because that was all in there.\",\"timestamp\":\"00:22:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know what it means.\",\"timestamp\":\"00:22:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know what it does.\",\"timestamp\":\"00:22:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like, I don't like you guys selecting like a name of some.\",\"timestamp\":\"00:22:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Something is a terrible idea, right?\",\"timestamp\":\"00:23:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You should define what that thing is and what it does.\",\"timestamp\":\"00:23:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And we shouldn't even let you create that thing until everything that needed to happen before that is done and ready to go.\",\"timestamp\":\"00:23:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Everything moves step by step by step by step.\",\"timestamp\":\"00:23:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And that's what the idea of mind is.\",\"timestamp\":\"00:23:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, and that's actually what the Excel sheet that we're going to speak to you about is about.\",\"timestamp\":\"00:23:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm just saying, because, so my task has been told, this is going live in a week, we need it to work.\",\"timestamp\":\"00:23:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So that's why I'm not trying to tell you how to design it.\",\"timestamp\":\"00:23:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm just saying that when I looked at the holdups, they're not in order.\",\"timestamp\":\"00:23:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's all.\",\"timestamp\":\"00:23:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I thought, okay, let's at least fix this piece.\",\"timestamp\":\"00:23:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"We have a whole Excel sheet that Leti's going to come in.\",\"timestamp\":\"00:23:41\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't know if she's going to jump in here in a minute or what, but that we want to go over with you.\",\"timestamp\":\"00:23:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That is exactly that of how we have thought about how we want this to work.\",\"timestamp\":\"00:23:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"We want this to work for us.\",\"timestamp\":\"00:23:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"We don't want it to have our people be.\",\"timestamp\":\"00:23:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"All I was thinking about, and so all I was talking about is hold-ups.\",\"timestamp\":\"00:24:02\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"We're not in order.\",\"timestamp\":\"00:24:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, let's not talk about hold-ups.\",\"timestamp\":\"00:24:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know.\",\"timestamp\":\"00:24:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know what it does.\",\"timestamp\":\"00:24:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just made it.\",\"timestamp\":\"00:24:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I thought they were just tags that you put in there of things you needed to do because you knew you needed to do them.\",\"timestamp\":\"00:24:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So again, sometimes I don't know how you're, why you're doing things or what you're doing with them in there, but that's, and I don't even know what that field was for.\",\"timestamp\":\"00:24:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just copied that from the, from, I don't know who built that originally, somebody a long time ago, way before you and I.\",\"timestamp\":\"00:24:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:24:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I copied all of this from another system.\",\"timestamp\":\"00:24:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"don't, the pending business, I mean, I've made a lot of changes over the years, but it's never just been done right.\",\"timestamp\":\"00:24:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's always been, this is how we've been doing it.\",\"timestamp\":\"00:24:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"timestamp\":\"00:24:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:24:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So we'll get rid of hold-ups.\",\"timestamp\":\"00:24:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't want that field there.\",\"timestamp\":\"00:24:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I would prefer to do it to get rid of that entirely, and we can use that space for the actual steps.\",\"timestamp\":\"00:24:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And you can think about those.\",\"timestamp\":\"00:24:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So there's only two stages for processing in the opportunity.\",\"timestamp\":\"00:25:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's written or it's completed.\",\"timestamp\":\"00:25:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So we do need those.\",\"timestamp\":\"00:25:13\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, no, no.\",\"timestamp\":\"00:25:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm talking about, I'm talking about the zero through whatever, 12 steps.\",\"timestamp\":\"00:25:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:25:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's what I'm talking about too.\",\"timestamp\":\"00:25:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So 11 and 12 is where processing lives.\",\"timestamp\":\"00:25:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's it.\",\"timestamp\":\"00:25:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, I understand that.\",\"timestamp\":\"00:25:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm talking about the actual stages in, in the, in the pending business process.\",\"timestamp\":\"00:25:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Or this are in some way similar to what we're doing when we're trying to close an opportunity, there's different steps that happen.\",\"timestamp\":\"00:25:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, there are.\",\"timestamp\":\"00:25:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And so that's what the holdups are.\",\"timestamp\":\"00:25:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I can number them.\",\"timestamp\":\"00:25:40\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Like I can explain them more.\",\"timestamp\":\"00:25:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So this is no, I'm not, I don't want, I don't want anything else.\",\"timestamp\":\"00:25:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm, I understand.\",\"timestamp\":\"00:25:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm going to, I'm going to make it so you can define them.\",\"timestamp\":\"00:25:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Perfect.\",\"timestamp\":\"00:25:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then will you just kind of show me where I can go in and define them for you?\",\"timestamp\":\"00:25:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:25:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"When I'm done with that, I will.\",\"timestamp\":\"00:25:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It points you in the right direction.\",\"timestamp\":\"00:26:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Perfect.\",\"timestamp\":\"00:26:02\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you.\",\"timestamp\":\"00:26:02\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:26:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm glad we cleared that up.\",\"timestamp\":\"00:26:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:26:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And you can define the status, whatever it's called, source status there as well.\",\"timestamp\":\"00:26:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you'll be able to say these are the source statuses we have.\",\"timestamp\":\"00:26:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Perfect.\",\"timestamp\":\"00:26:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:26:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"All right.\",\"timestamp\":\"00:26:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, so next.\",\"timestamp\":\"00:26:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So source product right here.\",\"timestamp\":\"00:26:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Do we need to, to enter those ourselves?\",\"timestamp\":\"00:26:43\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So like which product it's coming?\",\"timestamp\":\"00:26:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, I guess if you add a new one, it'll show up.\",\"timestamp\":\"00:26:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think it's just not going backwards because they're not joined properly.\",\"timestamp\":\"00:26:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If you select a new one, doesn't it put it in there?\",\"timestamp\":\"00:27:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, there are just nobody.\",\"timestamp\":\"00:27:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, we haven't selected any, maybe.\",\"timestamp\":\"00:27:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know.\",\"timestamp\":\"00:27:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll look at it, but I'm worried about that right now.\",\"timestamp\":\"00:27:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"OK.\",\"timestamp\":\"00:27:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Source type.\",\"timestamp\":\"00:27:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So this one.\",\"timestamp\":\"00:27:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Can we change the wording from source type to transfer type?\",\"timestamp\":\"00:27:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Or I mean, just because, well, no, never mind.\",\"timestamp\":\"00:27:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because that's the verbiage that came over.\",\"timestamp\":\"00:27:42\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I just don't want to confuse people.\",\"timestamp\":\"00:27:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But there was a lot of wording that was put in place.\",\"timestamp\":\"00:27:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"of the columns should be grouped by source, right?\",\"timestamp\":\"00:27:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So that one column should be the source.\",\"timestamp\":\"00:27:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And the next column is destination.\",\"timestamp\":\"00:27:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right?\",\"timestamp\":\"00:28:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:28:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Doesn't that tell you where it's coming from?\",\"timestamp\":\"00:28:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"This?\",\"timestamp\":\"00:28:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, the source type.\",\"timestamp\":\"00:28:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, this is the transfer type.\",\"timestamp\":\"00:28:09\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"This source type, this is a type of transfer, a type of transfer, a type of transfer.\",\"timestamp\":\"00:28:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I know it's like that in FileMaker and it's been there, you know, since before I got here, and I always was confused about that wording.\",\"timestamp\":\"00:28:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm like, this is literally the transfer type we're doing.\",\"timestamp\":\"00:28:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"A D6.\",\"timestamp\":\"00:28:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Why don't I just make it an icon and then you, and then I'll just make it pointing to the right and we'll put it in its own column.\",\"timestamp\":\"00:28:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:28:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That way it's clear that it's just, you know, pushing from the, it's a middle, it's the betweener, between the source and the destination.\",\"timestamp\":\"00:28:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's what's happening.\",\"timestamp\":\"00:28:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes, exactly.\",\"timestamp\":\"00:28:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:28:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Awesome.\",\"timestamp\":\"00:28:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then this might just go hand in hand with\",\"timestamp\":\"00:28:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Let me go to Drake.\",\"timestamp\":\"00:29:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So send to PDF.\",\"timestamp\":\"00:29:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So we're still missing, like we have all those forms in FileMaker.\",\"timestamp\":\"00:29:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Are we able to bring those over or do I need to create new ones?\",\"timestamp\":\"00:29:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They're in there.\",\"timestamp\":\"00:29:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Where could I get them then on here?\",\"timestamp\":\"00:29:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Can show me?\",\"timestamp\":\"00:29:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Isn't it under manage?\",\"timestamp\":\"00:29:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Where do you?\",\"timestamp\":\"00:29:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I can't.\",\"timestamp\":\"00:29:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's under one of those manage things.\",\"timestamp\":\"00:29:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I can't remember which one.\",\"timestamp\":\"00:29:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's for out of fire late.\",\"timestamp\":\"00:29:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Manage emails.\",\"timestamp\":\"00:29:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Manage SMS.\",\"timestamp\":\"00:29:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"is the doc builder.\",\"timestamp\":\"00:29:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"then manage.\",\"timestamp\":\"00:29:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:29:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I haven't been able to find those.\",\"timestamp\":\"00:29:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Like here, so where I should be able to choose a form and fill it.\",\"timestamp\":\"00:30:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"What's under Manage Doc Builder?\",\"timestamp\":\"00:30:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's not under that?\",\"timestamp\":\"00:30:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:30:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's just not up there.\",\"timestamp\":\"00:30:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"should be up there.\",\"timestamp\":\"00:30:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:30:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So are we able to grab those forms that are in?\",\"timestamp\":\"00:30:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's in there.\",\"timestamp\":\"00:30:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just don't know why there's not a button for it.\",\"timestamp\":\"00:30:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They're already in there.\",\"timestamp\":\"00:30:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's where those contact forms come from.\",\"timestamp\":\"00:30:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:30:32\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'm just not able to see them?\",\"timestamp\":\"00:30:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, yeah, you would be able to see them if you put whatever they are in the...\",\"timestamp\":\"00:30:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Merged context.\",\"timestamp\":\"00:30:41\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So how would I...\",\"timestamp\":\"00:30:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, you can't do it from here.\",\"timestamp\":\"00:30:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"have to go into the Form Manager because you've launched it from a different area.\",\"timestamp\":\"00:30:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think it's under Admin.\",\"timestamp\":\"00:30:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is it?\",\"timestamp\":\"00:31:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I guess.\",\"timestamp\":\"00:31:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know.\",\"timestamp\":\"00:31:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I need to think.\",\"timestamp\":\"00:31:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I need to think that through.\",\"timestamp\":\"00:31:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:31:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Let me, let me think about that.\",\"timestamp\":\"00:31:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Um, I'm going to swap this out.\",\"timestamp\":\"00:31:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So there's less confusion, I guess.\",\"timestamp\":\"00:31:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I was trying to make it so there was a one-stop shop where you manage at the top and control it at the bottom.\",\"timestamp\":\"00:31:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I think that, I don't know, I might get rid of the run thing and just swap out context.\",\"timestamp\":\"00:31:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I see when, when I watch you do things, I feel like it seems different to me than when I'm testing and implementing.\",\"timestamp\":\"00:31:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, okay.\",\"timestamp\":\"00:31:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Let me, well, that's why I wanted mostly this meeting.\",\"timestamp\":\"00:31:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Cause I wanted to like go on here and like, you, you know, see what maybe I say.\",\"timestamp\":\"00:31:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"don't know if it's different, but okay, cool.\",\"timestamp\":\"00:31:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So you'll just let me know when I can go in there.\",\"timestamp\":\"00:31:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Cause I just want us to be able to start testing the form so that we can start using it, the processors to take a.\",\"timestamp\":\"00:31:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Contact and take the form, whether it be like a transfer form from Schwab, and then so it populates all of that client's info, and then we can kind of run with it that way.\",\"timestamp\":\"00:32:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:32:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:32:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"All right.\",\"timestamp\":\"00:32:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So one of the things that I messaged you about, and then you were, I think you said, just look at our message so I can.\",\"timestamp\":\"00:32:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"The non-qualified types, can you explain where those come from?\",\"timestamp\":\"00:32:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I had an option, so I will show you here.\",\"timestamp\":\"00:32:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So let me go to an asset profile, we'll go to Drake again.\",\"timestamp\":\"00:32:43\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:32:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So in the asset profile, and we have assets, and I, if I, let's say I wanted to put in a quick.\",\"timestamp\":\"00:32:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I noticed that there's like joint here, but for qualification type, there's just non-qualified.\",\"timestamp\":\"00:33:02\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So within non-qualified accounts, there's tons of different types.\",\"timestamp\":\"00:33:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So there's individual, joint, trust.\",\"timestamp\":\"00:33:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I can give you like a full list, but like if I was adding an individual account here, I wouldn't be able to choose individuals.\",\"timestamp\":\"00:33:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"it's either non-qualified, which I guess if it was just Drake and you did non-qualified.\",\"timestamp\":\"00:33:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"How do you enter that when you normally put it in?\",\"timestamp\":\"00:33:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You mean for like in FileMaker?\",\"timestamp\":\"00:33:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Or in the current system the way it is.\",\"timestamp\":\"00:33:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's a place to enter those values in the current system?\",\"timestamp\":\"00:34:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"There should be.\",\"timestamp\":\"00:34:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Let's see.\",\"timestamp\":\"00:34:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'll set up on something.\",\"timestamp\":\"00:34:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, so let's say I wanted to do...\",\"timestamp\":\"00:34:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You wrote the task.\",\"timestamp\":\"00:34:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So if it's non-qualified see there's individual joint trust.\",\"timestamp\":\"00:35:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So that's what I mean.\",\"timestamp\":\"00:35:13\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So like here there's just non-qualified.\",\"timestamp\":\"00:35:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So if it's non-qualified like how it says non-qualified here it should be individual joint trust.\",\"timestamp\":\"00:35:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:35:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If we could.\",\"timestamp\":\"00:35:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yep.\",\"timestamp\":\"00:35:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Awesome.\",\"timestamp\":\"00:35:32\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Um, one thing that Letty, this is a game of telephone that I feel like I constantly have with Stewart.\",\"timestamp\":\"00:35:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So, um, I mean, obviously subject to change, but Lay had told me that Stewart wants a quick entry first and then summary.\",\"timestamp\":\"00:35:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then I know I also wrote you a message about the transfer details within the asset map, but I'm still, so like, okay, so let's say, and thank you for changing that, by the way, that's perfect.\",\"timestamp\":\"00:36:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But transfer details, I see is everything here.\",\"timestamp\":\"00:36:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I think I got confused with transfer details.\",\"timestamp\":\"00:36:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"When it spits out the asset map, it looks like there should be a column there for like notes right here.\",\"timestamp\":\"00:36:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it'd be great if like right there or somewhere in here, we could have a place for\",\"timestamp\":\"00:36:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So when they are building this out, like, let's say that, sure, it's a full or a partial or this or that, but they wanted to tell them something else about it, because something that's important that we have in our asset maps now is the ability to write notes to each other, like an advisor will say, whatever little details that he needs that may have nothing to do, whether it's a full or a partial.\",\"timestamp\":\"00:37:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it could we just put something like after this part or whatever, wherever in here, just a little place to write a note if they so choose.\",\"timestamp\":\"00:37:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like you have on partial?\",\"timestamp\":\"00:37:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is that what your intention to use on partial is?\",\"timestamp\":\"00:37:40\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Just in general, like they, it might be a full.\",\"timestamp\":\"00:37:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I know, but it's, this is an addition to the notes you already have on partial or?\",\"timestamp\":\"00:37:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, so like another place just to write general notes for either full or partial, just another box to be like.\",\"timestamp\":\"00:37:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Notes about this transfer or something.\",\"timestamp\":\"00:38:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Cause it might be a, cause sometimes they are transferring things and it's not until a certain date.\",\"timestamp\":\"00:38:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's very rare, but like there's things like that, that can happen.\",\"timestamp\":\"00:38:09\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I would just, I want kind of somewhere general that they can say whatever they want about this piece that's moving.\",\"timestamp\":\"00:38:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Any additional notes about it or details.\",\"timestamp\":\"00:38:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:38:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Awesome.\",\"timestamp\":\"00:38:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:38:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Let me meet us.\",\"timestamp\":\"00:38:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Sorry.\",\"timestamp\":\"00:38:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, so I think that's a good starting spot.\",\"timestamp\":\"00:39:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So when I hear back from you, you can just let me know, especially when things are ready to kind of play with in sending things to Autopop and Firelight, and then also the PDF forms, being able to populate those and use them, I'm going to have a couple of my processors start to work with it.\",\"timestamp\":\"00:39:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'll work with it too, but they're the actual ones in here.\",\"timestamp\":\"00:39:32\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I oversee their work.\",\"timestamp\":\"00:39:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They're actually in the day-to-day, so I want them to look at it, but I will as well.\",\"timestamp\":\"00:39:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Actually, I, why don't I show you this?\",\"timestamp\":\"00:39:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Let's make sure that this is all working and you're clear on how.\",\"timestamp\":\"00:39:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't have an Autopop account, so it's certainly hard.\",\"timestamp\":\"00:39:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's super hard for me to test any of this.\",\"timestamp\":\"00:39:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So let me share my screen.\",\"timestamp\":\"00:40:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I already, I got this, so let's just take a look at it.\",\"timestamp\":\"00:40:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Can you see my screen?\",\"timestamp\":\"00:40:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Are you still there?\",\"timestamp\":\"00:40:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Let me, yeah, I'm here.\",\"timestamp\":\"00:40:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Let me stop sharing mine.\",\"timestamp\":\"00:40:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"There, now I can see it.\",\"timestamp\":\"00:40:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay, so these two, let me go from there.\",\"timestamp\":\"00:40:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think it's some, maybe in some cases it makes sense to show all of these, but if you're intentionally coming, I'm not, I'm not 100% sure how to do that.\",\"timestamp\":\"00:40:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sometimes I just leave stuff in place hoping you'll tell me what to do because I'm not 100% sure.\",\"timestamp\":\"00:40:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So yeah, I was just like, it's, but I was also thinking of the case where you, would you ever do?\",\"timestamp\":\"00:41:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So that's what I was trying to do.\",\"timestamp\":\"00:41:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Exactly.\",\"timestamp\":\"00:41:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Cause I know that that's the message.\",\"timestamp\":\"00:41:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:41:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So then this is the run thing.\",\"timestamp\":\"00:41:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't have an account.\",\"timestamp\":\"00:41:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is yours logged in already?\",\"timestamp\":\"00:41:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Can I do this?\",\"timestamp\":\"00:41:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:41:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:41:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's 050886.\",\"timestamp\":\"00:41:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Awesome.\",\"timestamp\":\"00:41:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:41:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it just looks like mainly mine's not working.\",\"timestamp\":\"00:41:50\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then you do what?\",\"timestamp\":\"00:41:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, then you would do like a new client.\",\"timestamp\":\"00:41:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, exactly.\",\"timestamp\":\"00:41:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then like one client.\",\"timestamp\":\"00:41:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then you're trying to, if you scroll up a little bit on the new client form, because there should be a button where we can populate it.\",\"timestamp\":\"00:42:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think it's sitting on the top right up there and it's green.\",\"timestamp\":\"00:42:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:42:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's probably just up there.\",\"timestamp\":\"00:42:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"What does it say?\",\"timestamp\":\"00:42:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It says update form.\",\"timestamp\":\"00:42:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"should say update form.\",\"timestamp\":\"00:42:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"What are you trying to do when you say that?\",\"timestamp\":\"00:42:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Pop, populate the client's contact info into this page.\",\"timestamp\":\"00:42:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, that should be right here.\",\"timestamp\":\"00:42:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is this what you're talking about?\",\"timestamp\":\"00:42:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:42:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:42:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"This, this should do that if you've got, if it's set up right.\",\"timestamp\":\"00:42:50\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:42:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's just, it's not working on my end.\",\"timestamp\":\"00:42:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I can't get to where you're, you're at.\",\"timestamp\":\"00:42:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Right.\",\"timestamp\":\"00:43:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I understand that part, but you know how to set the forms up or no, you know how to get that far.\",\"timestamp\":\"00:43:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:43:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You know, that's over here, right?\",\"timestamp\":\"00:43:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yep.\",\"timestamp\":\"00:43:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:43:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because it doesn't look like it's working is all.\",\"timestamp\":\"00:43:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"This doesn't look like it's working from what I can see.\",\"timestamp\":\"00:43:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's not setting this.\",\"timestamp\":\"00:43:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:43:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's, it's going to be after read or we're going to have to redo it.\",\"timestamp\":\"00:43:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'll redo it.\",\"timestamp\":\"00:43:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But I, yeah, as soon as I get it to work, as soon as it starts.\",\"timestamp\":\"00:43:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, think it, did it set that?\",\"timestamp\":\"00:43:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I can't remember if it, that was empty or not, but it doesn't look like it's setting anything else.\",\"timestamp\":\"00:43:32\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"No.\",\"timestamp\":\"00:43:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I mean, even if we look at like Firelight, I'm pretty sure I built one or two of these, but I don't know.\",\"timestamp\":\"00:43:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't remember.\",\"timestamp\":\"00:43:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Does this work?\",\"timestamp\":\"00:43:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No.\",\"timestamp\":\"00:43:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Let's not have the right account.\",\"timestamp\":\"00:44:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Do you want my password?\",\"timestamp\":\"00:44:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Or you can just type it, I guess, if you want.\",\"timestamp\":\"00:44:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Just tell me, or can you just chat it to me?\",\"timestamp\":\"00:44:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:44:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll type her.\",\"timestamp\":\"00:44:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:44:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hold on.\",\"timestamp\":\"00:44:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Let me grab it.\",\"timestamp\":\"00:44:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Somebody that probably types 100,000 words a day.\",\"timestamp\":\"00:44:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I am terrible at it still.\",\"timestamp\":\"00:44:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:44:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So it is.\",\"timestamp\":\"00:44:32\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So Funny Farm with a capital F.\",\"timestamp\":\"00:44:43\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Capital F for farm, too.\",\"timestamp\":\"00:44:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Funny Farm 2022 exclamation mark.\",\"timestamp\":\"00:44:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you start a new application, right?\",\"timestamp\":\"00:45:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:45:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You pick the one they want?\",\"timestamp\":\"00:45:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yep.\",\"timestamp\":\"00:45:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then I just need to be able to populate the cover sheet.\",\"timestamp\":\"00:45:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"At one point, I did have access to this, and I remember filling this out.\",\"timestamp\":\"00:45:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"See, because in FileMaker, when we do this, we're able to do that merge forms, and we choose our cover sheet, and then it populates.\",\"timestamp\":\"00:45:32\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'm just wondering how we do that here, how that looks.\",\"timestamp\":\"00:45:42\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because it looks like you want to choose your cover sheet.\",\"timestamp\":\"00:45:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:45:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well it should work almost the same way.\",\"timestamp\":\"00:46:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's just trying to identify what page you're on.\",\"timestamp\":\"00:46:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You just have to go into the Manage Forms here.\",\"timestamp\":\"00:46:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"When you're in this interface, what's going on now?\",\"timestamp\":\"00:46:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The form's not showing.\",\"timestamp\":\"00:46:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We have to go into Edit.\",\"timestamp\":\"00:46:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, that's what it does.\",\"timestamp\":\"00:46:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:46:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:46:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:46:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"See, these aren't on there.\",\"timestamp\":\"00:46:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They must have changed it.\",\"timestamp\":\"00:46:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:46:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"My guess is that this got changed because, wait, yeah, see they're not navigating right anymore.\",\"timestamp\":\"00:46:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"When you click in these, just add a new form.\",\"timestamp\":\"00:46:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then you can scan.\",\"timestamp\":\"00:46:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The fields from here, this shows you where they're at.\",\"timestamp\":\"00:47:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then if you click, oh, it's hover, sorry.\",\"timestamp\":\"00:47:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"When you hover this, it goes to that field.\",\"timestamp\":\"00:47:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you've got to find first name here.\",\"timestamp\":\"00:47:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can pull the values from the page.\",\"timestamp\":\"00:47:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Should put those in.\",\"timestamp\":\"00:47:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That works.\",\"timestamp\":\"00:47:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Does that make sense?\",\"timestamp\":\"00:47:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, yeah, yeah.\",\"timestamp\":\"00:47:41\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, so once I can get in there, I'll play with the forms to make sure I can get it to work.\",\"timestamp\":\"00:47:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"See if I can, okay.\",\"timestamp\":\"00:47:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I actually don't really need that.\",\"timestamp\":\"00:48:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Then when you're ready, I mean, then you should be, that seemed like it saved it, and I need to go through this again, and I just saved that.\",\"timestamp\":\"00:48:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, there's managed PDFs.\",\"timestamp\":\"00:48:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can't see that.\",\"timestamp\":\"00:48:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Nope.\",\"timestamp\":\"00:48:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Could it maybe be with my access that is the problem?\",\"timestamp\":\"00:48:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Like, maybe it's there.\",\"timestamp\":\"00:48:40\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't remember.\",\"timestamp\":\"00:48:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't remember.\",\"timestamp\":\"00:48:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But that's, it is here.\",\"timestamp\":\"00:48:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Maybe it's hidden, maybe I never deployed it, but I did this back in July, so.\",\"timestamp\":\"00:48:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:48:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:48:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because that's exactly what I was looking for.\",\"timestamp\":\"00:48:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's exactly.\",\"timestamp\":\"00:48:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's perfect.\",\"timestamp\":\"00:48:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Perfect.\",\"timestamp\":\"00:48:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Let me go through the Form Builder again.\",\"timestamp\":\"00:49:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If I can log in, it's helpful because I can't log in.\",\"timestamp\":\"00:49:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I don't have any way to test it.\",\"timestamp\":\"00:49:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I might need to bug you about getting access.\",\"timestamp\":\"00:49:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can bug me any time.\",\"timestamp\":\"00:49:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'll get you access.\",\"timestamp\":\"00:49:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"No problem.\",\"timestamp\":\"00:49:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"OK.\",\"timestamp\":\"00:49:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Work out.\",\"timestamp\":\"00:49:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll just make you a video of all these things and put it in a message.\",\"timestamp\":\"00:49:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Or maybe I'll just put them in a training task because there's no training button on here and there should be.\",\"timestamp\":\"00:49:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"OK.\",\"timestamp\":\"00:49:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you.\",\"timestamp\":\"00:49:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"then I'll think about how this all lays out, maybe a little bit different.\",\"timestamp\":\"00:49:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"tried to clean it up after our last meeting.\",\"timestamp\":\"00:49:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And maybe I didn't go far enough with it.\",\"timestamp\":\"00:49:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"OK.\",\"timestamp\":\"00:49:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Love it.\",\"timestamp\":\"00:49:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you.\",\"timestamp\":\"00:49:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Hi, Letty.\",\"timestamp\":\"00:49:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you.\",\"timestamp\":\"00:49:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Anything else?\",\"timestamp\":\"00:49:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hey, guys.\",\"timestamp\":\"00:49:58\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Arnie, yes, we do, please.\",\"timestamp\":\"00:50:00\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I wanted to see if you had a chance to check out that message with all the screenshots I sent on Friday.\",\"timestamp\":\"00:50:03\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"The pen, what was it called?\",\"timestamp\":\"00:50:15\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"The SharePoint Roles and Responsibilities document.\",\"timestamp\":\"00:50:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, I saw it.\",\"timestamp\":\"00:50:23\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:50:25\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, I want you to have a chance to go through it, but is, if you, have you had a chance to look at the Excel spreadsheet that we threw in there?\",\"timestamp\":\"00:50:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think I did look at it.\",\"timestamp\":\"00:50:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm not in trouble remembering right now.\",\"timestamp\":\"00:50:42\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"All right.\",\"timestamp\":\"00:50:46\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I just want, this is kind of essentially how we would like some of the options.\",\"timestamp\":\"00:50:46\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"What's the task called?\",\"timestamp\":\"00:50:53\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"It's called SharePoint Roles and Responsibilities.\",\"timestamp\":\"00:50:54\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I think actually looked at that.\",\"timestamp\":\"00:51:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just looked at your screenshots.\",\"timestamp\":\"00:51:17\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:51:19\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So the screenshots are for the advisor dashboard that has been requested.\",\"timestamp\":\"00:51:20\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I went over it with Stuart last week and he approved the layout of it and the data that they want fed into it.\",\"timestamp\":\"00:51:26\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"The spreadsheet has more detail on how that looks because obviously there's things that are going to be connected to other areas like what the advisor does affects what the processing department will see and the same thing with the assistant role.\",\"timestamp\":\"00:51:36\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So a lot of that has the trigger.\",\"timestamp\":\"00:51:56\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Trigger.\",\"timestamp\":\"00:51:59\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"The automations we would like to see within the system so I wanted you to have a chance to check that out and then hopefully it makes sense.\",\"timestamp\":\"00:52:00\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"We tried our best to make it as understandable as possible and try to get across what we were trying to accomplish.\",\"timestamp\":\"00:52:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:52:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"All right.\",\"timestamp\":\"00:52:27\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So I, it's on, it's, it's assigned to you.\",\"timestamp\":\"00:52:27\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So feel free to give me a shout out whenever you want to go through it or if there's any questions in any one part.\",\"timestamp\":\"00:52:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:52:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sounds good.\",\"timestamp\":\"00:52:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"All right, cool.\",\"timestamp\":\"00:52:42\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"That's it.\",\"timestamp\":\"00:52:43\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"all I have.\",\"timestamp\":\"00:52:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Cool.\",\"timestamp\":\"00:52:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you guys.\",\"timestamp\":\"00:52:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Thank you.\",\"timestamp\":\"00:52:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Appreciate you.\",\"timestamp\":\"00:52:55\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you.\",\"timestamp\":\"00:52:56\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Have a good one.\",\"timestamp\":\"00:52:57\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Talk to you soon.\",\"timestamp\":\"00:52:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Bye.\",\"timestamp\":\"00:52:59\"}],\"transcript_language\":\"en\",\"url\":\"https:\/\/fathom.video\/calls\/822728740\"}"},"script":"Fathom | Incoming Log"}
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URL: https://dev1.gofmhost.com/fmi/data/v1/databases/theboss/sessions/c9334a0fd07a25b678bef77e89c61cec2a3aa0c32a3beb124393
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Post Fields: {"fieldData":{"json_Received":"{\"action_items\":[{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Remove Holdups; implement Process Line (AUM\/Annuity by source type); add Source Status; show Rebecca how to define\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/822728740?timestamp=1476.9999\",\"recording_timestamp\":\"00:24:36\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Fix Source Product dropdown; ensure new products appear\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/822728740?timestamp=1592.9999\",\"recording_timestamp\":\"00:26:32\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Add Transfer Type icon column between Source and Destination\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/822728740?timestamp=1699.9999\",\"recording_timestamp\":\"00:28:19\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Update Doc Builder UI; expose Manage PDFs; send Rebecca training video\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/822728740?timestamp=1858.9999\",\"recording_timestamp\":\"00:30:58\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Add Non-Qualified sub-types (Individual, Joint, Trust) to Asset Profile\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/822728740?timestamp=1942.9999\",\"recording_timestamp\":\"00:32:22\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Add general transfer notes field to Transfer Details\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/822728740?timestamp=2185.9999\",\"recording_timestamp\":\"00:36:25\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Fix Autopop\/Firelight navigation; enable Autopop pre-fill; restore Firelight cover-sheet merge; notify Rebecca to test\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/822728740?timestamp=2582.9999\",\"recording_timestamp\":\"00:43:02\",\"user_generated\":false},{\"assignee\":{\"email\":null,\"name\":\"Rebecca Voyzey\",\"team\":null},\"completed\":false,\"description\":\"Grant Sean access to Autopop\/Firelight for testing\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/822728740?timestamp=2931.9999\",\"recording_timestamp\":\"00:48:51\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Review SharePoint Roles and Responsibilities Excel; schedule walkthrough w\/ Leticia if needed\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/822728740?timestamp=3017.9999\",\"recording_timestamp\":\"00:50:17\",\"user_generated\":false}],\"calendar_invitees\":[{\"email\":\"etechnologies34@gmail.com\",\"email_domain\":\"gmail.com\",\"is_external\":false,\"matched_speaker_display_name\":\"Sean Kruger\",\"name\":\"Sean Kruger\"}],\"calendar_invitees_domains_type\":\"one_or_more_external\",\"created_at\":\"2026-09-14T18:56:14Z\",\"crm_matches\":null,\"default_summary\":{\"markdown_formatted\":\"## Meeting Purpose\\n\\n[Review FileMaker solution feedback and align on pending business workflow improvements.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=8.0)\\n\\n## Key Takeaways\\n\\n  - [**Pending Business Overhaul:** The \\\"Holdups\\\" field will be replaced by the \\\"Process Line\\\" feature. This will enforce a strict, source-type-specific workflow, eliminating manual errors and inconsistent data.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=135.0)\\n  - [**Workflow Enforcement:** A new \\\"signed\\\" validation step will be added to the Opportunities module. This ensures all required documents are signed before a deal can move to Stage 11 (Pending Business), preventing premature processing.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=1155.0)\\n  - [**Form Automation Fix:** The Autopop and Firelight integrations are broken. Sean will fix the navigation and access for the \\\"Manage Doc Builder\\\" feature, which is required to test and enable form population.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=2386.0)\\n  - [**New Requirements:** Key enhancements include adding `Individual`, `Joint`, and `Trust` options to the \\\"Non-Qualified\\\" account type and a general \\\"Notes\\\" field to the asset map's transfer details.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=1953.0)\\n\\n## Topics\\n\\n### Pending Business Workflow Overhaul\\n\\n  - [**Problem:** The \\\"Holdups\\\" field is used as a manual, unordered checklist, leading to inconsistent processing and data errors.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=346.0)\\n  - [**Solution:** Replace \\\"Holdups\\\" with the \\\"Process Line\\\" feature.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=1487.0)\\n      - [**Mechanism:** Define sequential steps for each `Source Type` (e.g., ACAT, Annuity) in the FileMaker preferences.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=611.0)\\n      - [**Benefit:** Enforces a strict, step-by-step workflow, eliminating manual errors and providing clear progress tracking.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=441.0)\\n\\n### Opportunity-to-Pending Business Handoff\\n\\n  - [**Problem:** Deals are moved to Pending Business (Stage 11) before all required documents are signed, causing rework and inaccurate reporting.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=1045.0)\\n  - [**Solution:** Add a \\\"signed\\\" validation step to the Opportunities module.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=1155.0)\\n      - [**Mechanism:** A physical signature check will be required before a deal can be committed to Stage 11.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=1167.0)\\n      - [**Benefit:** Prevents premature processing and ensures data integrity.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=1155.0)\\n\\n### Form Automation & Integrations\\n\\n  - [**Problem:** Autopop and Firelight integrations are broken, preventing client data from populating forms.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=79.0)\\n  - [**Solution:** Sean will fix the navigation and access for the \\\"Manage Doc Builder\\\" feature.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=2909.0)\\n      - [**Benefit:** Enables processors to test and use the form population functionality.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=2344.0)\\n      - [**Blocker:** Sean needs access to Autopop and Firelight accounts for testing.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=2388.0)\\n\\n### Data & UI Enhancements\\n\\n  - [**Non-Qualified Account Types:**](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=1953.0)\\n      - [**Problem:** The \\\"Qualification Type\\\" field for assets only offers \\\"Non-Qualified.\\\"](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=1953.0)\\n      - [**Solution:** Add `Individual`, `Joint`, and `Trust` as sub-options under \\\"Non-Qualified.\\\"](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=1953.0)\\n  - [**Asset Map Transfer Notes:**](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=2167.0)\\n      - [**Problem:** No field exists for general notes on transfers (e.g., specific dates, unique conditions).](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=2167.0)\\n      - [**Solution:** Add a general \\\"Notes\\\" field to the asset map's transfer details.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=2167.0)\\n  - [**\\\"Source Type\\\" Label:**](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=1637.0)\\n      - [**Problem:** The \\\"Source Type\\\" label is confusing, as it describes the transfer *action* (e.g., ACAT), not the source account.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=1637.0)\\n      - [**Solution:** Replace the label with a directional icon (e.g., `\u2192`) to clarify its function.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=1637.0)\\n\\n### Advisor Dashboard & Roles (Leticia)\\n\\n  - [Leticia presented the \\\"SharePoint Roles and Responsibilities\\\" document, which details the layout and data requirements for the new advisor dashboard.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=3077.0)\\n  - [The document includes an Excel spreadsheet outlining required automations and triggers between advisor, assistant, and processing roles.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=3080.0)\\n  - [Stuart has approved the dashboard layout.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=3080.0)\\n\\n## Next Steps\\n\\n  - [**Sean:**](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=1487.0)\\n      - [Implement the \\\"Process Line\\\" feature to replace \\\"Holdups.\\\"](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=1487.0)\\n      - [Add `Individual`, `Joint`, and `Trust` options to the \\\"Non-Qualified\\\" account type.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=1953.0)\\n      - [Add a general \\\"Notes\\\" field to the asset map's transfer details.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=2167.0)\\n      - [Replace the \\\"Source Type\\\" label with a directional icon.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=1637.0)\\n      - [Fix the Autopop and Firelight integrations.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=79.0)\\n      - [Grant Rebecca access to the \\\"Manage Doc Builder\\\" feature.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=2942.0)\\n      - [Create a training video for the form population process.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=2967.0)\\n      - [Review the \\\"SharePoint Roles and Responsibilities\\\" document.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=3003.0)\\n  - [**Rebecca:**](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=2344.0)\\n      - [Provide Sean with Autopop and Firelight account access for testing.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=2388.0)\\n      - [Define the sequential steps for each `Source Type` once the \\\"Process Line\\\" feature is available.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=1548.0)\\n      - [Test the form population feature with processors after access is granted.](https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er?tab=summary&timestamp=2344.0)\\n\",\"template_name\":\"Enhanced\"},\"highlights\":null,\"meeting_title\":\"\ud83d\udc4b Hello, Lets talk about your FileMaker solution!  (Rebecca Voyzey)\",\"meeting_type\":null,\"meeting_url\":\"https:\/\/us02web.zoom.us\/j\/85724135559?pwd=EyZD5ocQMIi0b46TfYOtpIei8cF6K7.1\",\"recorded_by\":{\"email\":\"etechnologies34@gmail.com\",\"email_domain\":\"gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"recording_end_time\":\"2026-09-14T18:56:07Z\",\"recording_id\":182841535,\"recording_start_time\":\"2026-09-14T18:02:58Z\",\"scheduled_end_time\":\"2026-09-14T19:02:28Z\",\"scheduled_start_time\":\"2026-09-14T18:02:28Z\",\"share_url\":\"https:\/\/fathom.video\/share\/gUDJcQyj_t_xy6w_pHQULMxgxKyVJ_Er\",\"shared_with\":\"no_teams\",\"title\":\"\ud83d\udc4b Hello, Lets talk about your FileMaker solution!  (Rebecca Voyzey)\",\"transcript\":[{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you.\",\"timestamp\":\"00:00:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, awesome.\",\"timestamp\":\"00:00:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So first of all, I want to apologize to you about not getting any feedback earlier.\",\"timestamp\":\"00:00:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"The last time we met with Drake, literally two hours later, I got on a flight to Florida and I was on vacation for a week and a half and then came home and got the flu.\",\"timestamp\":\"00:00:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So sorry about that.\",\"timestamp\":\"00:00:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, it was a bummer.\",\"timestamp\":\"00:00:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I haven't had a flu like that since elementary school where, you know, where you're just like, just so ill, but it was very quick, which was good.\",\"timestamp\":\"00:00:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So was able to really get in there and look at a lot of stuff that I wanted to go over with you.\",\"timestamp\":\"00:00:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I know Leti wanted to be a part of this as well so that we could go over that.\",\"timestamp\":\"00:00:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I spreadsheet, but I wanted to make sure we go over everything on my list for just processing everything that's working and not working.\",\"timestamp\":\"00:00:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I have any notes here.\",\"timestamp\":\"00:01:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So first of all, auto-pop, and I might- your message.\",\"timestamp\":\"00:01:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll take a look at it.\",\"timestamp\":\"00:01:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Sorry, take a look at it.\",\"timestamp\":\"00:01:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I saw your message about it not opening properly.\",\"timestamp\":\"00:01:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll take a look at it, or I am taking a look at it right now.\",\"timestamp\":\"00:01:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, okay.\",\"timestamp\":\"00:01:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because yeah, I wanted to make sure that it wasn't just me not being able to navigate into there.\",\"timestamp\":\"00:01:40\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I tried everything and I still wasn't able to get into the website from where you showed me to go through the contact so that we could populate the information.\",\"timestamp\":\"00:01:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, it doesn't look like it's navigating to the- it doesn't open the-\",\"timestamp\":\"00:01:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:02:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then literally same thing for Firelight.\",\"timestamp\":\"00:02:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I tried the same thing and it looks like they're the same effort.\",\"timestamp\":\"00:02:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it makes sense.\",\"timestamp\":\"00:02:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Um, okay.\",\"timestamp\":\"00:02:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then did you see, um, you saw my note, I assume on the holdups.\",\"timestamp\":\"00:02:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I've been through all of the messages this morning.\",\"timestamp\":\"00:02:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:02:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I saw, I thought that was from someone else, but, um, I did see that.\",\"timestamp\":\"00:02:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:02:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know what you want to do there yet, but I mean, I don't, I don't quite understand what you want to happen.\",\"timestamp\":\"00:02:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Absolutely.\",\"timestamp\":\"00:02:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I mean, I think the holdups are tasks, so I don't know if we want to convert that.\",\"timestamp\":\"00:02:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So they're actually tasks or, um, ,,\",\"timestamp\":\"00:02:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If you want to use them, you're using them as tags right now, but they seem to me like they're more like tasks, like things that need to get solved.\",\"timestamp\":\"00:03:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, they're more like steps, to be honest.\",\"timestamp\":\"00:03:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So why aren't we using, why aren't we using the, the task or the, because there's already the thing in there where you can set the procedure, right?\",\"timestamp\":\"00:03:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And the opportunity.\",\"timestamp\":\"00:03:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Can you show me?\",\"timestamp\":\"00:03:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, I haven't looked at it.\",\"timestamp\":\"00:03:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, sorry, in pending business.\",\"timestamp\":\"00:03:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm sorry.\",\"timestamp\":\"00:03:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:03:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So when you go up in pending business and you, you go to the, there's a process, the process line.\",\"timestamp\":\"00:03:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know that it's being used right now.\",\"timestamp\":\"00:03:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Process line.\",\"timestamp\":\"00:03:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Here, let me share my screen and you can tell me where to go.\",\"timestamp\":\"00:03:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, it's in FileMaker right now.\",\"timestamp\":\"00:03:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I don't think anyone, I don't know if anyone uses it.\",\"timestamp\":\"00:04:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's the steps.\",\"timestamp\":\"00:04:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You set the steps up in the preferences.\",\"timestamp\":\"00:04:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And when you apply an annuity or whatever, it has steps for the different types, right?\",\"timestamp\":\"00:04:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's under status right now.\",\"timestamp\":\"00:04:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Right here.\",\"timestamp\":\"00:04:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, that's not what I'm talking about.\",\"timestamp\":\"00:04:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm talking about like...\",\"timestamp\":\"00:04:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, click on the details.\",\"timestamp\":\"00:04:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Just on any of the details.\",\"timestamp\":\"00:04:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't need to see the filter.\",\"timestamp\":\"00:04:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Just click on one of the details.\",\"timestamp\":\"00:04:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"What do you mean one of the details?\",\"timestamp\":\"00:04:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Sorry.\",\"timestamp\":\"00:04:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Sorry.\",\"timestamp\":\"00:04:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Click on one of those.\",\"timestamp\":\"00:04:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"These.\",\"timestamp\":\"00:04:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:04:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Gotcha.\",\"timestamp\":\"00:04:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So there's the process line.\",\"timestamp\":\"00:04:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:04:42\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'm talking about the holdups.\",\"timestamp\":\"00:04:43\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"This is fine.\",\"timestamp\":\"00:04:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I understand.\",\"timestamp\":\"00:04:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But you're saying that it's a step.\",\"timestamp\":\"00:04:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And the idea behind that process line was that those are the steps.\",\"timestamp\":\"00:04:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"These?\",\"timestamp\":\"00:04:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes.\",\"timestamp\":\"00:04:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No.\",\"timestamp\":\"00:04:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"This is what it is.\",\"timestamp\":\"00:04:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's A-U-M.\",\"timestamp\":\"00:04:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I understand.\",\"timestamp\":\"00:04:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I understand.\",\"timestamp\":\"00:04:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I\",\"timestamp\":\"00:04:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I get that.\",\"timestamp\":\"00:05:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I get that.\",\"timestamp\":\"00:05:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's what that part is.\",\"timestamp\":\"00:05:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I want to get rid of that whole thing.\",\"timestamp\":\"00:05:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That requires you to pick out of a list what's next.\",\"timestamp\":\"00:05:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The process line was supposed to be a list of things that happen in the order that they usually happen in the progress of whatever that thing is.\",\"timestamp\":\"00:05:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And there's a way to define that thing in the preferences.\",\"timestamp\":\"00:05:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You guys can set up when I select an annuity, step one is grab the paperwork.\",\"timestamp\":\"00:05:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The idea was every step was clearly defined.\",\"timestamp\":\"00:05:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's what that process line was.\",\"timestamp\":\"00:05:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So the way whoever set this up, they put two steps in processing and complete.\",\"timestamp\":\"00:05:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know who that was.\",\"timestamp\":\"00:05:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I wasn't involved with that.\",\"timestamp\":\"00:05:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just set it up so that you could define that.\",\"timestamp\":\"00:05:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So the holdups are what probably should be here because those are the steps is kind of what I'm saying.\",\"timestamp\":\"00:05:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And when I was looking at the holdups, they're not in order.\",\"timestamp\":\"00:05:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They're just kind of there.\",\"timestamp\":\"00:05:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"he to prejudice here.\",\"timestamp\":\"00:05:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"He\",\"timestamp\":\"00:05:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And you're able to see how many are in each step.\",\"timestamp\":\"00:06:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Right.\",\"timestamp\":\"00:06:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So what you actually do is go into FileMaker and define what the steps are for an AUM and not just use them as process and complete.\",\"timestamp\":\"00:06:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know what they are.\",\"timestamp\":\"00:06:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If you want to explain it to me, I can put it in for you, but I set that up.\",\"timestamp\":\"00:06:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I haven't moved it from FileMaker, but it is gathering that information from FileMaker at this point.\",\"timestamp\":\"00:06:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So, so I guess what we need to do, so let me show you kind of, let me just show you kind of how they work, because I see what you're saying with the processing complete.\",\"timestamp\":\"00:06:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I've never set that up either.\",\"timestamp\":\"00:06:32\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I've always thought that's weird.\",\"timestamp\":\"00:06:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So we go through the holdups in the holdups piece instead of that.\",\"timestamp\":\"00:06:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So here are all the holdups for each source type.\",\"timestamp\":\"00:06:41\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And this is what step by step, our processors follow this step, then this step, then this step, then this step.\",\"timestamp\":\"00:06:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They know what that means, and that's literally how they do.\",\"timestamp\":\"00:06:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I guess what needs to maybe happen is holdups move kind of here into the processing line in order.\",\"timestamp\":\"00:07:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Does that make sense?\",\"timestamp\":\"00:07:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Would that be, think?\",\"timestamp\":\"00:07:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, that's what we were supposed to do, but I know, you know, that's what that was supposed to be.\",\"timestamp\":\"00:07:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You manually selecting those lines down there creates so many problems in the system.\",\"timestamp\":\"00:07:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It has created so many problems over the years.\",\"timestamp\":\"00:07:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"People leave things and issued and nothing ever, things don't get done or they pick, I've seen a new, in the old, before I actually locked it down to AOM here, I've seen people pick the wrong type of thing in that list.\",\"timestamp\":\"00:07:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, and that's what I audit for constantly.\",\"timestamp\":\"00:07:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"big  show.\",\"timestamp\":\"00:07:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:07:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Cause it's not going to.\",\"timestamp\":\"00:07:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"trying to move away from that, but it's, I've been, I've got.\",\"timestamp\":\"00:07:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And a lot of headwind and, and, but we need to sort that out and it all should go into that process line.\",\"timestamp\":\"00:08:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:08:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So if you need, if you need a better way to do that, I can, I can do that.\",\"timestamp\":\"00:08:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Awesome.\",\"timestamp\":\"00:08:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But it sounds like, so nobody ever showed me that there are the, go back that you have a broken.\",\"timestamp\":\"00:08:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"so ACAT and all that , that's all under what?\",\"timestamp\":\"00:08:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So this is all.\",\"timestamp\":\"00:08:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, that first, that first type there, ACAT, that's under what?\",\"timestamp\":\"00:08:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"A-U-N.\",\"timestamp\":\"00:08:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I, I, I, I know that, but there's, you enter that somewhere in the system.\",\"timestamp\":\"00:08:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:08:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So let me show you where we enter it.\",\"timestamp\":\"00:08:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I remember seeing it, but I just, just, I just want to make sure I'm clear.\",\"timestamp\":\"00:08:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, you're good.\",\"timestamp\":\"00:08:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And that should be in the new system too.\",\"timestamp\":\"00:08:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, is it not in there?\",\"timestamp\":\"00:08:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"The holdups?\",\"timestamp\":\"00:08:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's right there under source type.\",\"timestamp\":\"00:08:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:08:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So whatever's in this.\",\"timestamp\":\"00:08:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So, so what, the way we put them in here.\",\"timestamp\":\"00:08:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So let me just filter for.\",\"timestamp\":\"00:08:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I, I, I, I, I, we\",\"timestamp\":\"00:08:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's funny because that, and I would love for this processing line to be utilized how it should and make more sense because it doesn't, we've just kind of, you know, been whatever with it, but the way they work is here are the holdups and they work their line item, you know, whatever happens, they need to push it out two weeks, spoke to advisor.\",\"timestamp\":\"00:09:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yada, yada.\",\"timestamp\":\"00:09:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then they push their date.\",\"timestamp\":\"00:09:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They take away whatever holdup has been completed from this list here.\",\"timestamp\":\"00:09:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So depending on the source type transfer, so ACHN, then they go over here to ACHN, they copy and paste the holdups here and they follow them each.\",\"timestamp\":\"00:09:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Step completed, they take away a step.\",\"timestamp\":\"00:10:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I don't know if we need to move like all the holdups in here under like the processing line and...\",\"timestamp\":\"00:10:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, you need to define how the source type for AUM, what steps are in there.\",\"timestamp\":\"00:10:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And when you stop on a step, that's where you're at.\",\"timestamp\":\"00:10:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"What do you mean by define, like actually say, okay, paperwork submitted, you mean just have more than just what they know this to mean?\",\"timestamp\":\"00:10:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Open up the preferences, it's already in there, but nobody ever told me that there was broken, these were broke, that they were, the steps were broken down by source type source.\",\"timestamp\":\"00:10:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I remember having this discussion with someone.\",\"timestamp\":\"00:10:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you need to be able to define for each source, which source type is, is AUM or annuity have different source types, by the way?\",\"timestamp\":\"00:10:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes.\",\"timestamp\":\"00:10:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, so you need to define those.\",\"timestamp\":\"00:11:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You know, I don't know how, nobody's ever showed me those two things.\",\"timestamp\":\"00:11:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You need to define AUM and then a source type for each.\",\"timestamp\":\"00:11:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Then for each of those sources, you need to say what the steps are in that, right?\",\"timestamp\":\"00:11:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is there any other?\",\"timestamp\":\"00:11:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, that's what this is.\",\"timestamp\":\"00:11:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I understand the relationship.\",\"timestamp\":\"00:11:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:11:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"In preferences, there is already a way for you to sort of define that.\",\"timestamp\":\"00:11:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You mean here in preferences?\",\"timestamp\":\"00:11:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yep.\",\"timestamp\":\"00:11:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's been there for years, I'm going to guess.\",\"timestamp\":\"00:11:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I can't remember where it is because it's been so long.\",\"timestamp\":\"00:11:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think it might be under task assignment.\",\"timestamp\":\"00:11:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't, I don't remember.\",\"timestamp\":\"00:11:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Maybe pending business.\",\"timestamp\":\"00:11:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's under pending business.\",\"timestamp\":\"00:11:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"See those on the left?\",\"timestamp\":\"00:11:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If you click on one of those on the left.\",\"timestamp\":\"00:11:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's how they were defined.\",\"timestamp\":\"00:12:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Whoever put those in, that's what they defined.\",\"timestamp\":\"00:12:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Got it.\",\"timestamp\":\"00:12:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But what I would say is, is nobody said to me, hey, we can't really define this properly.\",\"timestamp\":\"00:12:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I understand now that you need a source type below for each AUM, right?\",\"timestamp\":\"00:12:13\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:12:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So this needs to be broken down even more.\",\"timestamp\":\"00:12:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I see now why they did that because, so this, if it's an annuity, it certainly has all these steps.\",\"timestamp\":\"00:12:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And AUM, it, depending on what it is here, it has so many more.\",\"timestamp\":\"00:12:32\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I understand.\",\"timestamp\":\"00:12:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So what other things are exceptions to your rules there?\",\"timestamp\":\"00:12:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because there are some other things that you don't have on your little list there.\",\"timestamp\":\"00:12:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You have life insurance and the raise cash thing.\",\"timestamp\":\"00:12:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know what the hell that is or if you guys are even using that anymore.\",\"timestamp\":\"00:12:50\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I didn't even consider that in the new system.\",\"timestamp\":\"00:12:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's actually really more for tasks.\",\"timestamp\":\"00:12:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's why I think.\",\"timestamp\":\"00:12:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, like, because people are able to just add things that that was probably just added willy nilly, and then nobody did anything about it, because, well, at least for processing, they use annuity, AUM, they may- So we need to break pending business tasks out of pending business, is that- Exactly.\",\"timestamp\":\"00:13:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I I've heard that story before.\",\"timestamp\":\"00:13:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes, yes.\",\"timestamp\":\"00:13:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then what is the difference between pending business and tasks?\",\"timestamp\":\"00:13:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Tasks can be in pending business, it just may not be new money.\",\"timestamp\":\"00:13:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So this is basically annuity, AUM, and life insurance, it's all money moving task is something that may refer to, you know, client servicing where it's not new money coming in.\",\"timestamp\":\"00:13:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And that's kind of the difference with processors, they deal with any new money.\",\"timestamp\":\"00:13:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But there's still money involved with it, right?\",\"timestamp\":\"00:13:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's still money involved, but it's not new money.\",\"timestamp\":\"00:13:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Processors, their whole job is to handle new money.\",\"timestamp\":\"00:13:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it depends.\",\"timestamp\":\"00:14:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's usually the advisor or the advisor's assistant or the client servicing advisor, or it can be the processor from time to they're like moving, they're just moving money around to different things.\",\"timestamp\":\"00:14:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's already there.\",\"timestamp\":\"00:14:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I get that, all that.\",\"timestamp\":\"00:14:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, but tasks.\",\"timestamp\":\"00:14:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But all the information is the same, like all the features, you still need the same thing.\",\"timestamp\":\"00:14:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is that correct?\",\"timestamp\":\"00:14:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes.\",\"timestamp\":\"00:14:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm trying, what I'm trying to do is establish whether it makes sense to put it in a separate thing or just differentiate them within any business.\",\"timestamp\":\"00:14:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If they're very, very similar, then it doesn't make sense to move them to another thing.\",\"timestamp\":\"00:14:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We just need a way to differentiate them within pending business or rename pending business as pending business and tasks and only show you one or the other.\",\"timestamp\":\"00:14:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If tasks get in the way of one or the other than filter out tasks, you know.\",\"timestamp\":\"00:14:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"to I'm not\",\"timestamp\":\"00:14:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And that's the thing is that processors, they do some tasks and some they don't.\",\"timestamp\":\"00:15:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So for instance, they may have a task that someone hasn't signed their application yet.\",\"timestamp\":\"00:15:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it stays as a task.\",\"timestamp\":\"00:15:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They would move it into annuity or AUM once they actually sign because then it's active pending business.\",\"timestamp\":\"00:15:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Like the process is actually started.\",\"timestamp\":\"00:15:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So things like that.\",\"timestamp\":\"00:15:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you're putting in two things.\",\"timestamp\":\"00:15:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Wouldn't that just be an extra step, though, at that point?\",\"timestamp\":\"00:15:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, we're just on it as an extra step.\",\"timestamp\":\"00:15:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"In that example you just gave, wouldn't that just be the first step of the process?\",\"timestamp\":\"00:15:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And if it doesn't happen, it gets canceled?\",\"timestamp\":\"00:15:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, because Stuart wants...\",\"timestamp\":\"00:15:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Processing things as in new money to show into certain numbers.\",\"timestamp\":\"00:16:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"If it's a task, it stays out of those pending business numbers.\",\"timestamp\":\"00:16:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"but don't get hung up on, that's all semantics.\",\"timestamp\":\"00:16:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's not what I'm talking about.\",\"timestamp\":\"00:16:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right?\",\"timestamp\":\"00:16:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So it doesn't, that's not what I'm saying.\",\"timestamp\":\"00:16:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:16:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, regardless of what you want it to do, once it becomes this other thing, it can start out as a task and become something else.\",\"timestamp\":\"00:16:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The fact that you guys are changing the language is the dumbest, whoever designed that originally was the, didn't know that he was doing.\",\"timestamp\":\"00:16:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Of saying something's in the status of task and that it's not in your numbers yet is totally different than the fact that you're creating two separate things for you to press buttons.\",\"timestamp\":\"00:16:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And change lists that shouldn't be, that shouldn't even be in our conversation.\",\"timestamp\":\"00:16:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So again, I'm going to ask.\",\"timestamp\":\"00:16:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Shouldn't that scenario just simply be that the first step is that you're trying to get this thing so that it can now become this other thing.\",\"timestamp\":\"00:17:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They're not two separate things.\",\"timestamp\":\"00:17:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They're one thing.\",\"timestamp\":\"00:17:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The thing starts out as a potential, has potential.\",\"timestamp\":\"00:17:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And once it shifts from that thing to another thing, then it becomes this other thing.\",\"timestamp\":\"00:17:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So here's the problem with that.\",\"timestamp\":\"00:17:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So processors shouldn't be putting things into stage 11, usually unless they are signed.\",\"timestamp\":\"00:17:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Sometimes the advisor will say, this is signed and it hasn't been.\",\"timestamp\":\"00:17:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So they've been taught that once it's signed, you put it in as a pending line item.\",\"timestamp\":\"00:17:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then they will later find out, oh, this hasn't been signed.\",\"timestamp\":\"00:17:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So they move it to task.\",\"timestamp\":\"00:17:50\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it doesn't affect those numbers.\",\"timestamp\":\"00:17:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's not part of every single line item, because if we made it being signed, that's\",\"timestamp\":\"00:17:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So again, your workflow, in your scenario there, your workflow shifts to the opportunity and we need to address that's a different, that's still a different issue, right?\",\"timestamp\":\"00:18:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like you shouldn't be, if that step of having something signed sounds like it needs to move to opportunities.\",\"timestamp\":\"00:18:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It is in opportunities.\",\"timestamp\":\"00:18:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't know what you mean, move to opportunities.\",\"timestamp\":\"00:18:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If you can't, if you're not supposed to create pending business until something is done in opportunities, then your task for having something signed should go to the opportunity so that we can validate that it's actually signed, whatever that is.\",\"timestamp\":\"00:18:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"don't know if you need to put the document in to the system at that step.\",\"timestamp\":\"00:18:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You guys are, you guys are skipping workflows.\",\"timestamp\":\"00:18:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You're keeping things that you do.\",\"timestamp\":\"00:18:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"so have\uc815ality.\",\"timestamp\":\"00:18:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"you feel.....\",\"timestamp\":\"00:18:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm\",\"timestamp\":\"00:18:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"In your brain or in Microsoft or wherever.\",\"timestamp\":\"00:19:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So nobody knows in the system where those things are at.\",\"timestamp\":\"00:19:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know where.\",\"timestamp\":\"00:19:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I've never heard that you need to get a signature before you move something to stage 11.\",\"timestamp\":\"00:19:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So, I mean, here's the thing.\",\"timestamp\":\"00:19:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We have incomplete workflows.\",\"timestamp\":\"00:19:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And you're conflating things because you're trying to do it manually, which is not how you should be doing it.\",\"timestamp\":\"00:19:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It should be steps.\",\"timestamp\":\"00:19:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And if the last step before 11, which I've already changed this recently, is to say that you need to enter the transfer details.\",\"timestamp\":\"00:19:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And if you're saying you need, before you can commit those transfer details, you need signatures for all those, then all of those things that are marked transfer in there need to be, have a physical signature applied to them, or at least checked that they do before they can actually move to pending business.\",\"timestamp\":\"00:19:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's still part of the opportunity.\",\"timestamp\":\"00:19:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So it's for the asset map build-out.\",\"timestamp\":\"00:19:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's before the signatures.\",\"timestamp\":\"00:19:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"to.\",\"timestamp\":\"00:19:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You.\",\"timestamp\":\"00:19:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You.\",\"timestamp\":\"00:19:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You.\",\"timestamp\":\"00:19:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Let's get\",\"timestamp\":\"00:19:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay, but that's not what I'm saying.\",\"timestamp\":\"00:20:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I understand that part.\",\"timestamp\":\"00:20:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And right now, you're forced to enter that in.\",\"timestamp\":\"00:20:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But if there is another thing that should prevent you or that you need to get that's before creating the pending business, then we should put that somewhere and not put it in pending business.\",\"timestamp\":\"00:20:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sure.\",\"timestamp\":\"00:20:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If it's not done, it should go as a second step of the transfer details.\",\"timestamp\":\"00:20:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"first step is actually marking which ones are being transferred.\",\"timestamp\":\"00:20:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can't now actually push this to 11 until you have entered them in and you've clicked that they're signed.\",\"timestamp\":\"00:20:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That will take out a lot of confusion for sure.\",\"timestamp\":\"00:20:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So you're saying that after the asset map is done, it's been prepped, that there needs to be a piece where it's like it's been signed and then it can move to stage 11.\",\"timestamp\":\"00:20:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"timestamp\":\"00:20:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If that's what you're saying is it's a hang up and there's confusion about the piece.\",\"timestamp\":\"00:20:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"He that, well, okay, he said that, but where is that thing?\",\"timestamp\":\"00:21:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Who has that thing?\",\"timestamp\":\"00:21:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Who did it?\",\"timestamp\":\"00:21:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know how it gets done.\",\"timestamp\":\"00:21:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think you do it in Autopop, is that correct?\",\"timestamp\":\"00:21:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Or something like that?\",\"timestamp\":\"00:21:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, that's several places.\",\"timestamp\":\"00:21:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So Autopop and either Charles Schwab or Fidelity, there's two pieces.\",\"timestamp\":\"00:21:13\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Autopop is for compliance, Schwab and Fidelity is to actually open up the account.\",\"timestamp\":\"00:21:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So a lot of times both need to be signed, most of the time.\",\"timestamp\":\"00:21:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So again, you need to think not in terms of what the system is doing.\",\"timestamp\":\"00:21:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You need to think about in terms of what it should do.\",\"timestamp\":\"00:21:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"What in the process of the workflow?\",\"timestamp\":\"00:21:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Not, what are we doing?\",\"timestamp\":\"00:21:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"What did we do?\",\"timestamp\":\"00:21:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, and maybe it's my bad for not asking more questions.\",\"timestamp\":\"00:21:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I never really have had much face time with pending business and processing and what happens with that.\",\"timestamp\":\"00:21:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But most of the system is a lot of marketing based and pending business has kind of gotten the shaft.\",\"timestamp\":\"00:21:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Even taxes has gotten a  ton more attention than pending.\",\"timestamp\":\"00:21:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"however, easy, We're\",\"timestamp\":\"00:21:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Even though we've not made a whole lot of progress with the taxes, but, but again, you need to, if you, it would help me greatly if you stop thinking about like what we do in the system, rather than like what you need it to do.\",\"timestamp\":\"00:22:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like, I don't, I'm not saying you need to define that, but you, I just need to understand, like, this is the step.\",\"timestamp\":\"00:22:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"This is where we're hung up.\",\"timestamp\":\"00:22:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"This is what's not being relayed.\",\"timestamp\":\"00:22:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"These are, this is probably, this is causing problems.\",\"timestamp\":\"00:22:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll do all the workflow .\",\"timestamp\":\"00:22:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't need you to tell me how to design the system.\",\"timestamp\":\"00:22:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just need to know what the hangups in the process are.\",\"timestamp\":\"00:22:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Otherwise I, otherwise you're thinking of trying to solve issues in a system that isn't designed to handle those things.\",\"timestamp\":\"00:22:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like the raised cash and all that thing.\",\"timestamp\":\"00:22:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know that I, the only reason that was carried over was because that was all in there.\",\"timestamp\":\"00:22:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know what it means.\",\"timestamp\":\"00:22:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know what it does.\",\"timestamp\":\"00:22:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like, I don't like you guys selecting like a name of some.\",\"timestamp\":\"00:22:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Something is a terrible idea, right?\",\"timestamp\":\"00:23:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You should define what that thing is and what it does.\",\"timestamp\":\"00:23:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And we shouldn't even let you create that thing until everything that needed to happen before that is done and ready to go.\",\"timestamp\":\"00:23:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Everything moves step by step by step by step.\",\"timestamp\":\"00:23:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And that's what the idea of mind is.\",\"timestamp\":\"00:23:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, and that's actually what the Excel sheet that we're going to speak to you about is about.\",\"timestamp\":\"00:23:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm just saying, because, so my task has been told, this is going live in a week, we need it to work.\",\"timestamp\":\"00:23:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So that's why I'm not trying to tell you how to design it.\",\"timestamp\":\"00:23:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm just saying that when I looked at the holdups, they're not in order.\",\"timestamp\":\"00:23:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's all.\",\"timestamp\":\"00:23:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I thought, okay, let's at least fix this piece.\",\"timestamp\":\"00:23:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"We have a whole Excel sheet that Leti's going to come in.\",\"timestamp\":\"00:23:41\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't know if she's going to jump in here in a minute or what, but that we want to go over with you.\",\"timestamp\":\"00:23:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That is exactly that of how we have thought about how we want this to work.\",\"timestamp\":\"00:23:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"We want this to work for us.\",\"timestamp\":\"00:23:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"We don't want it to have our people be.\",\"timestamp\":\"00:23:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"All I was thinking about, and so all I was talking about is hold-ups.\",\"timestamp\":\"00:24:02\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"We're not in order.\",\"timestamp\":\"00:24:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, let's not talk about hold-ups.\",\"timestamp\":\"00:24:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know.\",\"timestamp\":\"00:24:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know what it does.\",\"timestamp\":\"00:24:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just made it.\",\"timestamp\":\"00:24:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I thought they were just tags that you put in there of things you needed to do because you knew you needed to do them.\",\"timestamp\":\"00:24:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So again, sometimes I don't know how you're, why you're doing things or what you're doing with them in there, but that's, and I don't even know what that field was for.\",\"timestamp\":\"00:24:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just copied that from the, from, I don't know who built that originally, somebody a long time ago, way before you and I.\",\"timestamp\":\"00:24:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:24:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I copied all of this from another system.\",\"timestamp\":\"00:24:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"don't, the pending business, I mean, I've made a lot of changes over the years, but it's never just been done right.\",\"timestamp\":\"00:24:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's always been, this is how we've been doing it.\",\"timestamp\":\"00:24:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"timestamp\":\"00:24:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:24:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So we'll get rid of hold-ups.\",\"timestamp\":\"00:24:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't want that field there.\",\"timestamp\":\"00:24:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I would prefer to do it to get rid of that entirely, and we can use that space for the actual steps.\",\"timestamp\":\"00:24:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And you can think about those.\",\"timestamp\":\"00:24:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So there's only two stages for processing in the opportunity.\",\"timestamp\":\"00:25:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's written or it's completed.\",\"timestamp\":\"00:25:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So we do need those.\",\"timestamp\":\"00:25:13\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, no, no.\",\"timestamp\":\"00:25:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm talking about, I'm talking about the zero through whatever, 12 steps.\",\"timestamp\":\"00:25:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:25:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's what I'm talking about too.\",\"timestamp\":\"00:25:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So 11 and 12 is where processing lives.\",\"timestamp\":\"00:25:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's it.\",\"timestamp\":\"00:25:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, I understand that.\",\"timestamp\":\"00:25:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm talking about the actual stages in, in the, in the pending business process.\",\"timestamp\":\"00:25:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Or this are in some way similar to what we're doing when we're trying to close an opportunity, there's different steps that happen.\",\"timestamp\":\"00:25:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, there are.\",\"timestamp\":\"00:25:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And so that's what the holdups are.\",\"timestamp\":\"00:25:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I can number them.\",\"timestamp\":\"00:25:40\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Like I can explain them more.\",\"timestamp\":\"00:25:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So this is no, I'm not, I don't want, I don't want anything else.\",\"timestamp\":\"00:25:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm, I understand.\",\"timestamp\":\"00:25:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm going to, I'm going to make it so you can define them.\",\"timestamp\":\"00:25:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Perfect.\",\"timestamp\":\"00:25:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then will you just kind of show me where I can go in and define them for you?\",\"timestamp\":\"00:25:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:25:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"When I'm done with that, I will.\",\"timestamp\":\"00:25:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It points you in the right direction.\",\"timestamp\":\"00:26:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Perfect.\",\"timestamp\":\"00:26:02\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you.\",\"timestamp\":\"00:26:02\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:26:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm glad we cleared that up.\",\"timestamp\":\"00:26:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:26:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And you can define the status, whatever it's called, source status there as well.\",\"timestamp\":\"00:26:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you'll be able to say these are the source statuses we have.\",\"timestamp\":\"00:26:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Perfect.\",\"timestamp\":\"00:26:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:26:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"All right.\",\"timestamp\":\"00:26:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, so next.\",\"timestamp\":\"00:26:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So source product right here.\",\"timestamp\":\"00:26:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Do we need to, to enter those ourselves?\",\"timestamp\":\"00:26:43\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So like which product it's coming?\",\"timestamp\":\"00:26:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, I guess if you add a new one, it'll show up.\",\"timestamp\":\"00:26:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think it's just not going backwards because they're not joined properly.\",\"timestamp\":\"00:26:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If you select a new one, doesn't it put it in there?\",\"timestamp\":\"00:27:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, there are just nobody.\",\"timestamp\":\"00:27:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, we haven't selected any, maybe.\",\"timestamp\":\"00:27:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know.\",\"timestamp\":\"00:27:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll look at it, but I'm worried about that right now.\",\"timestamp\":\"00:27:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"OK.\",\"timestamp\":\"00:27:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Source type.\",\"timestamp\":\"00:27:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So this one.\",\"timestamp\":\"00:27:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Can we change the wording from source type to transfer type?\",\"timestamp\":\"00:27:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Or I mean, just because, well, no, never mind.\",\"timestamp\":\"00:27:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because that's the verbiage that came over.\",\"timestamp\":\"00:27:42\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I just don't want to confuse people.\",\"timestamp\":\"00:27:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But there was a lot of wording that was put in place.\",\"timestamp\":\"00:27:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"of the columns should be grouped by source, right?\",\"timestamp\":\"00:27:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So that one column should be the source.\",\"timestamp\":\"00:27:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And the next column is destination.\",\"timestamp\":\"00:27:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right?\",\"timestamp\":\"00:28:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:28:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Doesn't that tell you where it's coming from?\",\"timestamp\":\"00:28:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"This?\",\"timestamp\":\"00:28:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, the source type.\",\"timestamp\":\"00:28:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, this is the transfer type.\",\"timestamp\":\"00:28:09\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"This source type, this is a type of transfer, a type of transfer, a type of transfer.\",\"timestamp\":\"00:28:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I know it's like that in FileMaker and it's been there, you know, since before I got here, and I always was confused about that wording.\",\"timestamp\":\"00:28:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm like, this is literally the transfer type we're doing.\",\"timestamp\":\"00:28:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"A D6.\",\"timestamp\":\"00:28:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Why don't I just make it an icon and then you, and then I'll just make it pointing to the right and we'll put it in its own column.\",\"timestamp\":\"00:28:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:28:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That way it's clear that it's just, you know, pushing from the, it's a middle, it's the betweener, between the source and the destination.\",\"timestamp\":\"00:28:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's what's happening.\",\"timestamp\":\"00:28:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes, exactly.\",\"timestamp\":\"00:28:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:28:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Awesome.\",\"timestamp\":\"00:28:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then this might just go hand in hand with\",\"timestamp\":\"00:28:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Let me go to Drake.\",\"timestamp\":\"00:29:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So send to PDF.\",\"timestamp\":\"00:29:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So we're still missing, like we have all those forms in FileMaker.\",\"timestamp\":\"00:29:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Are we able to bring those over or do I need to create new ones?\",\"timestamp\":\"00:29:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They're in there.\",\"timestamp\":\"00:29:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Where could I get them then on here?\",\"timestamp\":\"00:29:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Can show me?\",\"timestamp\":\"00:29:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Isn't it under manage?\",\"timestamp\":\"00:29:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Where do you?\",\"timestamp\":\"00:29:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I can't.\",\"timestamp\":\"00:29:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's under one of those manage things.\",\"timestamp\":\"00:29:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I can't remember which one.\",\"timestamp\":\"00:29:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's for out of fire late.\",\"timestamp\":\"00:29:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Manage emails.\",\"timestamp\":\"00:29:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Manage SMS.\",\"timestamp\":\"00:29:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"is the doc builder.\",\"timestamp\":\"00:29:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"then manage.\",\"timestamp\":\"00:29:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:29:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I haven't been able to find those.\",\"timestamp\":\"00:29:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Like here, so where I should be able to choose a form and fill it.\",\"timestamp\":\"00:30:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"What's under Manage Doc Builder?\",\"timestamp\":\"00:30:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's not under that?\",\"timestamp\":\"00:30:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:30:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's just not up there.\",\"timestamp\":\"00:30:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"should be up there.\",\"timestamp\":\"00:30:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:30:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So are we able to grab those forms that are in?\",\"timestamp\":\"00:30:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's in there.\",\"timestamp\":\"00:30:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just don't know why there's not a button for it.\",\"timestamp\":\"00:30:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They're already in there.\",\"timestamp\":\"00:30:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's where those contact forms come from.\",\"timestamp\":\"00:30:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:30:32\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'm just not able to see them?\",\"timestamp\":\"00:30:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, yeah, you would be able to see them if you put whatever they are in the...\",\"timestamp\":\"00:30:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Merged context.\",\"timestamp\":\"00:30:41\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So how would I...\",\"timestamp\":\"00:30:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, you can't do it from here.\",\"timestamp\":\"00:30:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"have to go into the Form Manager because you've launched it from a different area.\",\"timestamp\":\"00:30:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think it's under Admin.\",\"timestamp\":\"00:30:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is it?\",\"timestamp\":\"00:31:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I guess.\",\"timestamp\":\"00:31:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know.\",\"timestamp\":\"00:31:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I need to think.\",\"timestamp\":\"00:31:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I need to think that through.\",\"timestamp\":\"00:31:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:31:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Let me, let me think about that.\",\"timestamp\":\"00:31:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Um, I'm going to swap this out.\",\"timestamp\":\"00:31:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So there's less confusion, I guess.\",\"timestamp\":\"00:31:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I was trying to make it so there was a one-stop shop where you manage at the top and control it at the bottom.\",\"timestamp\":\"00:31:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I think that, I don't know, I might get rid of the run thing and just swap out context.\",\"timestamp\":\"00:31:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I see when, when I watch you do things, I feel like it seems different to me than when I'm testing and implementing.\",\"timestamp\":\"00:31:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, okay.\",\"timestamp\":\"00:31:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Let me, well, that's why I wanted mostly this meeting.\",\"timestamp\":\"00:31:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Cause I wanted to like go on here and like, you, you know, see what maybe I say.\",\"timestamp\":\"00:31:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"don't know if it's different, but okay, cool.\",\"timestamp\":\"00:31:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So you'll just let me know when I can go in there.\",\"timestamp\":\"00:31:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Cause I just want us to be able to start testing the form so that we can start using it, the processors to take a.\",\"timestamp\":\"00:31:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Contact and take the form, whether it be like a transfer form from Schwab, and then so it populates all of that client's info, and then we can kind of run with it that way.\",\"timestamp\":\"00:32:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:32:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:32:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"All right.\",\"timestamp\":\"00:32:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So one of the things that I messaged you about, and then you were, I think you said, just look at our message so I can.\",\"timestamp\":\"00:32:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"The non-qualified types, can you explain where those come from?\",\"timestamp\":\"00:32:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I had an option, so I will show you here.\",\"timestamp\":\"00:32:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So let me go to an asset profile, we'll go to Drake again.\",\"timestamp\":\"00:32:43\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:32:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So in the asset profile, and we have assets, and I, if I, let's say I wanted to put in a quick.\",\"timestamp\":\"00:32:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I noticed that there's like joint here, but for qualification type, there's just non-qualified.\",\"timestamp\":\"00:33:02\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So within non-qualified accounts, there's tons of different types.\",\"timestamp\":\"00:33:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So there's individual, joint, trust.\",\"timestamp\":\"00:33:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I can give you like a full list, but like if I was adding an individual account here, I wouldn't be able to choose individuals.\",\"timestamp\":\"00:33:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"it's either non-qualified, which I guess if it was just Drake and you did non-qualified.\",\"timestamp\":\"00:33:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"How do you enter that when you normally put it in?\",\"timestamp\":\"00:33:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You mean for like in FileMaker?\",\"timestamp\":\"00:33:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Or in the current system the way it is.\",\"timestamp\":\"00:33:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's a place to enter those values in the current system?\",\"timestamp\":\"00:34:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"There should be.\",\"timestamp\":\"00:34:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Let's see.\",\"timestamp\":\"00:34:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'll set up on something.\",\"timestamp\":\"00:34:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, so let's say I wanted to do...\",\"timestamp\":\"00:34:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You wrote the task.\",\"timestamp\":\"00:34:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So if it's non-qualified see there's individual joint trust.\",\"timestamp\":\"00:35:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So that's what I mean.\",\"timestamp\":\"00:35:13\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So like here there's just non-qualified.\",\"timestamp\":\"00:35:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So if it's non-qualified like how it says non-qualified here it should be individual joint trust.\",\"timestamp\":\"00:35:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:35:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If we could.\",\"timestamp\":\"00:35:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yep.\",\"timestamp\":\"00:35:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Awesome.\",\"timestamp\":\"00:35:32\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Um, one thing that Letty, this is a game of telephone that I feel like I constantly have with Stewart.\",\"timestamp\":\"00:35:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So, um, I mean, obviously subject to change, but Lay had told me that Stewart wants a quick entry first and then summary.\",\"timestamp\":\"00:35:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then I know I also wrote you a message about the transfer details within the asset map, but I'm still, so like, okay, so let's say, and thank you for changing that, by the way, that's perfect.\",\"timestamp\":\"00:36:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But transfer details, I see is everything here.\",\"timestamp\":\"00:36:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I think I got confused with transfer details.\",\"timestamp\":\"00:36:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"When it spits out the asset map, it looks like there should be a column there for like notes right here.\",\"timestamp\":\"00:36:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it'd be great if like right there or somewhere in here, we could have a place for\",\"timestamp\":\"00:36:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So when they are building this out, like, let's say that, sure, it's a full or a partial or this or that, but they wanted to tell them something else about it, because something that's important that we have in our asset maps now is the ability to write notes to each other, like an advisor will say, whatever little details that he needs that may have nothing to do, whether it's a full or a partial.\",\"timestamp\":\"00:37:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it could we just put something like after this part or whatever, wherever in here, just a little place to write a note if they so choose.\",\"timestamp\":\"00:37:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like you have on partial?\",\"timestamp\":\"00:37:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is that what your intention to use on partial is?\",\"timestamp\":\"00:37:40\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Just in general, like they, it might be a full.\",\"timestamp\":\"00:37:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I know, but it's, this is an addition to the notes you already have on partial or?\",\"timestamp\":\"00:37:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, so like another place just to write general notes for either full or partial, just another box to be like.\",\"timestamp\":\"00:37:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Notes about this transfer or something.\",\"timestamp\":\"00:38:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Cause it might be a, cause sometimes they are transferring things and it's not until a certain date.\",\"timestamp\":\"00:38:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's very rare, but like there's things like that, that can happen.\",\"timestamp\":\"00:38:09\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I would just, I want kind of somewhere general that they can say whatever they want about this piece that's moving.\",\"timestamp\":\"00:38:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Any additional notes about it or details.\",\"timestamp\":\"00:38:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:38:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Awesome.\",\"timestamp\":\"00:38:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:38:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Let me meet us.\",\"timestamp\":\"00:38:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Sorry.\",\"timestamp\":\"00:38:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, so I think that's a good starting spot.\",\"timestamp\":\"00:39:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So when I hear back from you, you can just let me know, especially when things are ready to kind of play with in sending things to Autopop and Firelight, and then also the PDF forms, being able to populate those and use them, I'm going to have a couple of my processors start to work with it.\",\"timestamp\":\"00:39:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'll work with it too, but they're the actual ones in here.\",\"timestamp\":\"00:39:32\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I oversee their work.\",\"timestamp\":\"00:39:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They're actually in the day-to-day, so I want them to look at it, but I will as well.\",\"timestamp\":\"00:39:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Actually, I, why don't I show you this?\",\"timestamp\":\"00:39:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Let's make sure that this is all working and you're clear on how.\",\"timestamp\":\"00:39:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't have an Autopop account, so it's certainly hard.\",\"timestamp\":\"00:39:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's super hard for me to test any of this.\",\"timestamp\":\"00:39:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So let me share my screen.\",\"timestamp\":\"00:40:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I already, I got this, so let's just take a look at it.\",\"timestamp\":\"00:40:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Can you see my screen?\",\"timestamp\":\"00:40:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Are you still there?\",\"timestamp\":\"00:40:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Let me, yeah, I'm here.\",\"timestamp\":\"00:40:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Let me stop sharing mine.\",\"timestamp\":\"00:40:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"There, now I can see it.\",\"timestamp\":\"00:40:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay, so these two, let me go from there.\",\"timestamp\":\"00:40:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think it's some, maybe in some cases it makes sense to show all of these, but if you're intentionally coming, I'm not, I'm not 100% sure how to do that.\",\"timestamp\":\"00:40:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sometimes I just leave stuff in place hoping you'll tell me what to do because I'm not 100% sure.\",\"timestamp\":\"00:40:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So yeah, I was just like, it's, but I was also thinking of the case where you, would you ever do?\",\"timestamp\":\"00:41:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So that's what I was trying to do.\",\"timestamp\":\"00:41:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Exactly.\",\"timestamp\":\"00:41:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Cause I know that that's the message.\",\"timestamp\":\"00:41:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:41:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So then this is the run thing.\",\"timestamp\":\"00:41:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't have an account.\",\"timestamp\":\"00:41:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is yours logged in already?\",\"timestamp\":\"00:41:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Can I do this?\",\"timestamp\":\"00:41:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:41:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:41:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's 050886.\",\"timestamp\":\"00:41:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Awesome.\",\"timestamp\":\"00:41:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:41:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it just looks like mainly mine's not working.\",\"timestamp\":\"00:41:50\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then you do what?\",\"timestamp\":\"00:41:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, then you would do like a new client.\",\"timestamp\":\"00:41:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, exactly.\",\"timestamp\":\"00:41:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then like one client.\",\"timestamp\":\"00:41:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then you're trying to, if you scroll up a little bit on the new client form, because there should be a button where we can populate it.\",\"timestamp\":\"00:42:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think it's sitting on the top right up there and it's green.\",\"timestamp\":\"00:42:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:42:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's probably just up there.\",\"timestamp\":\"00:42:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"What does it say?\",\"timestamp\":\"00:42:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It says update form.\",\"timestamp\":\"00:42:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"should say update form.\",\"timestamp\":\"00:42:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"What are you trying to do when you say that?\",\"timestamp\":\"00:42:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Pop, populate the client's contact info into this page.\",\"timestamp\":\"00:42:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, that should be right here.\",\"timestamp\":\"00:42:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is this what you're talking about?\",\"timestamp\":\"00:42:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:42:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:42:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"This, this should do that if you've got, if it's set up right.\",\"timestamp\":\"00:42:50\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:42:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's just, it's not working on my end.\",\"timestamp\":\"00:42:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I can't get to where you're, you're at.\",\"timestamp\":\"00:42:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Right.\",\"timestamp\":\"00:43:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I understand that part, but you know how to set the forms up or no, you know how to get that far.\",\"timestamp\":\"00:43:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:43:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You know, that's over here, right?\",\"timestamp\":\"00:43:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yep.\",\"timestamp\":\"00:43:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:43:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because it doesn't look like it's working is all.\",\"timestamp\":\"00:43:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"This doesn't look like it's working from what I can see.\",\"timestamp\":\"00:43:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's not setting this.\",\"timestamp\":\"00:43:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:43:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's, it's going to be after read or we're going to have to redo it.\",\"timestamp\":\"00:43:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'll redo it.\",\"timestamp\":\"00:43:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But I, yeah, as soon as I get it to work, as soon as it starts.\",\"timestamp\":\"00:43:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, think it, did it set that?\",\"timestamp\":\"00:43:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I can't remember if it, that was empty or not, but it doesn't look like it's setting anything else.\",\"timestamp\":\"00:43:32\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"No.\",\"timestamp\":\"00:43:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I mean, even if we look at like Firelight, I'm pretty sure I built one or two of these, but I don't know.\",\"timestamp\":\"00:43:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't remember.\",\"timestamp\":\"00:43:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Does this work?\",\"timestamp\":\"00:43:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No.\",\"timestamp\":\"00:43:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Let's not have the right account.\",\"timestamp\":\"00:44:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Do you want my password?\",\"timestamp\":\"00:44:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Or you can just type it, I guess, if you want.\",\"timestamp\":\"00:44:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Just tell me, or can you just chat it to me?\",\"timestamp\":\"00:44:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:44:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll type her.\",\"timestamp\":\"00:44:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:44:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hold on.\",\"timestamp\":\"00:44:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Let me grab it.\",\"timestamp\":\"00:44:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Somebody that probably types 100,000 words a day.\",\"timestamp\":\"00:44:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I am terrible at it still.\",\"timestamp\":\"00:44:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:44:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So it is.\",\"timestamp\":\"00:44:32\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So Funny Farm with a capital F.\",\"timestamp\":\"00:44:43\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Capital F for farm, too.\",\"timestamp\":\"00:44:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Funny Farm 2022 exclamation mark.\",\"timestamp\":\"00:44:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you start a new application, right?\",\"timestamp\":\"00:45:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:45:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You pick the one they want?\",\"timestamp\":\"00:45:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yep.\",\"timestamp\":\"00:45:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then I just need to be able to populate the cover sheet.\",\"timestamp\":\"00:45:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"At one point, I did have access to this, and I remember filling this out.\",\"timestamp\":\"00:45:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"See, because in FileMaker, when we do this, we're able to do that merge forms, and we choose our cover sheet, and then it populates.\",\"timestamp\":\"00:45:32\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'm just wondering how we do that here, how that looks.\",\"timestamp\":\"00:45:42\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because it looks like you want to choose your cover sheet.\",\"timestamp\":\"00:45:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:45:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well it should work almost the same way.\",\"timestamp\":\"00:46:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's just trying to identify what page you're on.\",\"timestamp\":\"00:46:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You just have to go into the Manage Forms here.\",\"timestamp\":\"00:46:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"When you're in this interface, what's going on now?\",\"timestamp\":\"00:46:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The form's not showing.\",\"timestamp\":\"00:46:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We have to go into Edit.\",\"timestamp\":\"00:46:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, that's what it does.\",\"timestamp\":\"00:46:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:46:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:46:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:46:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"See, these aren't on there.\",\"timestamp\":\"00:46:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They must have changed it.\",\"timestamp\":\"00:46:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:46:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"My guess is that this got changed because, wait, yeah, see they're not navigating right anymore.\",\"timestamp\":\"00:46:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"When you click in these, just add a new form.\",\"timestamp\":\"00:46:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then you can scan.\",\"timestamp\":\"00:46:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The fields from here, this shows you where they're at.\",\"timestamp\":\"00:47:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then if you click, oh, it's hover, sorry.\",\"timestamp\":\"00:47:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"When you hover this, it goes to that field.\",\"timestamp\":\"00:47:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you've got to find first name here.\",\"timestamp\":\"00:47:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can pull the values from the page.\",\"timestamp\":\"00:47:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Should put those in.\",\"timestamp\":\"00:47:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That works.\",\"timestamp\":\"00:47:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Does that make sense?\",\"timestamp\":\"00:47:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, yeah, yeah.\",\"timestamp\":\"00:47:41\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, so once I can get in there, I'll play with the forms to make sure I can get it to work.\",\"timestamp\":\"00:47:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"See if I can, okay.\",\"timestamp\":\"00:47:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I actually don't really need that.\",\"timestamp\":\"00:48:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Then when you're ready, I mean, then you should be, that seemed like it saved it, and I need to go through this again, and I just saved that.\",\"timestamp\":\"00:48:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, there's managed PDFs.\",\"timestamp\":\"00:48:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can't see that.\",\"timestamp\":\"00:48:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Nope.\",\"timestamp\":\"00:48:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Could it maybe be with my access that is the problem?\",\"timestamp\":\"00:48:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Like, maybe it's there.\",\"timestamp\":\"00:48:40\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't remember.\",\"timestamp\":\"00:48:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't remember.\",\"timestamp\":\"00:48:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But that's, it is here.\",\"timestamp\":\"00:48:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Maybe it's hidden, maybe I never deployed it, but I did this back in July, so.\",\"timestamp\":\"00:48:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:48:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:48:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because that's exactly what I was looking for.\",\"timestamp\":\"00:48:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's exactly.\",\"timestamp\":\"00:48:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's perfect.\",\"timestamp\":\"00:48:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Perfect.\",\"timestamp\":\"00:48:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Let me go through the Form Builder again.\",\"timestamp\":\"00:49:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If I can log in, it's helpful because I can't log in.\",\"timestamp\":\"00:49:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I don't have any way to test it.\",\"timestamp\":\"00:49:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I might need to bug you about getting access.\",\"timestamp\":\"00:49:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can bug me any time.\",\"timestamp\":\"00:49:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'll get you access.\",\"timestamp\":\"00:49:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"No problem.\",\"timestamp\":\"00:49:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"OK.\",\"timestamp\":\"00:49:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Work out.\",\"timestamp\":\"00:49:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll just make you a video of all these things and put it in a message.\",\"timestamp\":\"00:49:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Or maybe I'll just put them in a training task because there's no training button on here and there should be.\",\"timestamp\":\"00:49:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"OK.\",\"timestamp\":\"00:49:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you.\",\"timestamp\":\"00:49:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"then I'll think about how this all lays out, maybe a little bit different.\",\"timestamp\":\"00:49:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"tried to clean it up after our last meeting.\",\"timestamp\":\"00:49:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And maybe I didn't go far enough with it.\",\"timestamp\":\"00:49:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"OK.\",\"timestamp\":\"00:49:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Love it.\",\"timestamp\":\"00:49:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you.\",\"timestamp\":\"00:49:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Hi, Letty.\",\"timestamp\":\"00:49:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you.\",\"timestamp\":\"00:49:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Anything else?\",\"timestamp\":\"00:49:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hey, guys.\",\"timestamp\":\"00:49:58\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Arnie, yes, we do, please.\",\"timestamp\":\"00:50:00\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I wanted to see if you had a chance to check out that message with all the screenshots I sent on Friday.\",\"timestamp\":\"00:50:03\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"The pen, what was it called?\",\"timestamp\":\"00:50:15\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"The SharePoint Roles and Responsibilities document.\",\"timestamp\":\"00:50:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, I saw it.\",\"timestamp\":\"00:50:23\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:50:25\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, I want you to have a chance to go through it, but is, if you, have you had a chance to look at the Excel spreadsheet that we threw in there?\",\"timestamp\":\"00:50:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think I did look at it.\",\"timestamp\":\"00:50:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm not in trouble remembering right now.\",\"timestamp\":\"00:50:42\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"All right.\",\"timestamp\":\"00:50:46\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I just want, this is kind of essentially how we would like some of the options.\",\"timestamp\":\"00:50:46\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"What's the task called?\",\"timestamp\":\"00:50:53\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"It's called SharePoint Roles and Responsibilities.\",\"timestamp\":\"00:50:54\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I think actually looked at that.\",\"timestamp\":\"00:51:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just looked at your screenshots.\",\"timestamp\":\"00:51:17\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:51:19\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So the screenshots are for the advisor dashboard that has been requested.\",\"timestamp\":\"00:51:20\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I went over it with Stuart last week and he approved the layout of it and the data that they want fed into it.\",\"timestamp\":\"00:51:26\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"The spreadsheet has more detail on how that looks because obviously there's things that are going to be connected to other areas like what the advisor does affects what the processing department will see and the same thing with the assistant role.\",\"timestamp\":\"00:51:36\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So a lot of that has the trigger.\",\"timestamp\":\"00:51:56\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Trigger.\",\"timestamp\":\"00:51:59\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"The automations we would like to see within the system so I wanted you to have a chance to check that out and then hopefully it makes sense.\",\"timestamp\":\"00:52:00\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"We tried our best to make it as understandable as possible and try to get across what we were trying to accomplish.\",\"timestamp\":\"00:52:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:52:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"All right.\",\"timestamp\":\"00:52:27\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So I, it's on, it's, it's assigned to you.\",\"timestamp\":\"00:52:27\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So feel free to give me a shout out whenever you want to go through it or if there's any questions in any one part.\",\"timestamp\":\"00:52:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:52:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sounds good.\",\"timestamp\":\"00:52:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"All right, cool.\",\"timestamp\":\"00:52:42\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"That's it.\",\"timestamp\":\"00:52:43\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"all I have.\",\"timestamp\":\"00:52:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Cool.\",\"timestamp\":\"00:52:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you guys.\",\"timestamp\":\"00:52:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Thank you.\",\"timestamp\":\"00:52:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Appreciate you.\",\"timestamp\":\"00:52:55\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you.\",\"timestamp\":\"00:52:56\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Have a good one.\",\"timestamp\":\"00:52:57\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Talk to you soon.\",\"timestamp\":\"00:52:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Bye.\",\"timestamp\":\"00:52:59\"}],\"transcript_language\":\"en\",\"url\":\"https:\/\/fathom.video\/calls\/822728740\"}"},"script":"Fathom | Incoming Log"}
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-------------------------