URL: https://dev1.gofmhost.com/fmi/data/v1/databases/theboss/layouts/web__fathomLog/records
token:981f8b822e4a17b792576bc2e46f7b6fea137b82e4713024473f
Post Fields: {"fieldData":{"json_Received":"{\"action_items\":[{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Draft FileMaker\u2192Carbon integration plan: 2-way contacts; 1-way work\/assignments\/routing; webhooks+polling; SharePoint; QB; relationships\/groups\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/799946758?timestamp=2002.9999\",\"recording_timestamp\":\"00:33:22\",\"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\":\"2026-08-26T16:35:42Z\",\"crm_matches\":null,\"default_summary\":{\"markdown_formatted\":\"## Meeting Purpose\\n\\n[Define the integration strategy between Carbon and a custom FileMaker solution.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=561.0)\\n\\n## Key Takeaways\\n\\n  - [**Integration Strategy:** A hybrid model will be used. Carbon will be the tax department's primary workspace, while the custom FileMaker app remains the firm's central \\\"source of truth\\\" for all data.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=569.0)\\n  - [**Data Sync:** A two-way sync is required for contacts to enable editing in either system. A one-way sync from Carbon to FileMaker will be used for work items (assignments, routing) and time entries.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=723.0)\\n  - [**API Confidence:** The Carbon API's use of webhooks and standard OData queries was a key factor in the decision, directly addressing critical limitations experienced with a previous Thomson Reuters API.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=1767.0)\\n  - [**Document Management:** Carbon will automatically copy all client documents to SharePoint, which will become the firm's central file repository, replacing GoFileRoom.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=1286.0)\\n\\n## Topics\\n\\n### Integration Strategy & Data Flow\\n\\n  - [**Goal:** Enable the tax department to use Carbon's features (time tracking, billing) while keeping the custom FileMaker app as the firm-wide data hub.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=594.0)\\n  - [**Rationale:** The firm's owner and wealth management advisors will continue to use FileMaker exclusively, making reliable data sync essential.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=780.0)\\n  - [**Sync Requirements:**](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=723.0)\\n      - [**Contacts:** Two-way sync to allow editing in either system.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=732.0)\\n      - [**Work Items:** One-way sync from Carbon to FileMaker for assignments and routing.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=869.0)\\n      - [**Time Entries:** One-way sync from Carbon to FileMaker.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=1026.0)\\n      - [**Invoices:** Generated in Carbon, pushed to QuickBooks via the native integration, and then synced back to FileMaker.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=1077.0)\\n\\n### API & Technical Capabilities\\n\\n  - [**Webhooks:** Carbon's webhooks enable proactive, real-time updates, eliminating the need for inefficient polling.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=814.0)\\n      - [`contact created\/updated`: Triggers only on direct contact object changes (e.g., info, relationships).](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=1665.0)\\n      - [`file created`: A new webhook (not yet in docs) will trigger on file uploads.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=1689.0)\\n  - [**Querying:** Uses standard OData for filtering, a significant improvement over the previous API's limitations.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=1776.0)\\n  - [**Robustness:** The API is actively developed (weekly\/bi-weekly releases) based on customer requests.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=1852.0)\\n  - [**Fallback Plan:** A polling mechanism will be built as a fallback for missed webhooks, using the API's efficient queries.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=2065.0)\\n\\n### Data Structure & Terminology\\n\\n  - [**Carbon Terminology:**](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=951.0)\\n      - [`Contact`: An individual client.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=1188.0)\\n      - [`Organization`: A company client.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=1188.0)\\n      - [`Work Item`: A project (e.g., tax return).](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=951.0)\\n  - [**Client Groups vs. Segments:**](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=1506.0)\\n      - [`Client Groups`: For parent-subsidiary relationships.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=1511.0)\\n      - [`Segments`: For filtering clients by service line (e.g., 1040s).](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=1530.0)\\n  - [**FileMaker Mapping:** The current FileMaker \\\"relationship\\\" structure, used for both family and entity links, will require review to map correctly to Carbon's `Client Groups` and `Relationships`.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=1546.0)\\n\\n## Next Steps\\n\\n  - [**Client Team:**](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=2013.0)\\n      - [Map internal workflows to Carbon's data structure (`Work Items`, `Contacts`, `Organizations`).](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=2013.0)\\n      - [Define the exact data points to be synced for each object.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=723.0)\\n  - [**Sean Kruger:**](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=2021.0)\\n      - [Begin development of the integration logic using the Carbon API.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=2021.0)\\n      - [Build a polling fallback mechanism for missed webhooks.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=2065.0)\\n  - [**Carbon Team:**](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=2021.0)\\n      - [Remain available to answer technical questions during development.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=2021.0)\\n\",\"template_name\":\"Enhanced\"},\"highlights\":null,\"meeting_title\":\"\ud83d\udc4b Hello, Lets talk about your FileMaker solution!  (Matt Hamm)\",\"meeting_type\":null,\"meeting_url\":\"https:\/\/us02web.zoom.us\/j\/81623260472?pwd=qKkLNp0GdGxblAOziHCFE3IDB4I7ks.1\",\"recorded_by\":{\"email\":\"etechnologies34@gmail.com\",\"email_domain\":\"gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"recording_end_time\":\"2026-08-26T16:35:34Z\",\"recording_id\":177038388,\"recording_start_time\":\"2026-08-26T15:59:18Z\",\"scheduled_end_time\":\"2026-08-26T16:59:01Z\",\"scheduled_start_time\":\"2026-08-26T15:59:01Z\",\"share_url\":\"https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL\",\"shared_with\":\"no_teams\",\"title\":\"\ud83d\udc4b Hello, Lets talk about your FileMaker solution!  (Matt Hamm)\",\"transcript\":[{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"Hello, Sean.\",\"timestamp\":\"00:00:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hello.\",\"timestamp\":\"00:00:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"How are you?\",\"timestamp\":\"00:00:10\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm good.\",\"timestamp\":\"00:00:11\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"How are you?\",\"timestamp\":\"00:00:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm doing well, thanks.\",\"timestamp\":\"00:00:14\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"Hi, Matt.\",\"timestamp\":\"00:00:17\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"Hey, Adam.\",\"timestamp\":\"00:00:18\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"How's it going?\",\"timestamp\":\"00:00:21\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"It's going.\",\"timestamp\":\"00:00:23\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"It's always going.\",\"timestamp\":\"00:00:25\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Sean, good to meet you.\",\"timestamp\":\"00:00:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, likewise.\",\"timestamp\":\"00:00:28\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Looking forward to the discussion.\",\"timestamp\":\"00:00:31\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"I'll have another team member joining me.\",\"timestamp\":\"00:00:33\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Jason here should be hopping on here in just a moment.\",\"timestamp\":\"00:00:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Great.\",\"timestamp\":\"00:00:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sounds good.\",\"timestamp\":\"00:00:40\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Sean, where are you?\",\"timestamp\":\"00:01:06\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Where are based?\",\"timestamp\":\"00:01:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Flagstaff, Okay.\",\"timestamp\":\"00:01:11\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Got you.\",\"timestamp\":\"00:01:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"A couple hours north of Asset Preservation.\",\"timestamp\":\"00:01:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:01:19\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"How about you?\",\"timestamp\":\"00:01:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm out of Chicago.\",\"timestamp\":\"00:01:21\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Chicago suburbs, western suburbs of Chicago.\",\"timestamp\":\"00:01:24\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"then Jason who's joining is on, I think he's out of Utah, I believe.\",\"timestamp\":\"00:01:26\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"So close to you guys over there.\",\"timestamp\":\"00:01:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:01:33\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"I still have never been to Chicago.\",\"timestamp\":\"00:01:34\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:01:49\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"My impression of Chicago, my grandfather is from there.\",\"timestamp\":\"00:01:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So my impression of Chicago is like pre, and he moved, he left when, during the, during what.\",\"timestamp\":\"00:01:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"During the war.\",\"timestamp\":\"00:02:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And so my impression of Chicago is like, from a teenager in the 20s, or 30s, or whatever.\",\"timestamp\":\"00:02:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, that's the only reference I have.\",\"timestamp\":\"00:02:10\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"I wager that that's probably a little bit different from that time period.\",\"timestamp\":\"00:02:13\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Can't personally vouch for it.\",\"timestamp\":\"00:02:18\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"But yeah, no, I love it.\",\"timestamp\":\"00:02:22\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"I mean, I've been out of the suburbs, mostly my entire life.\",\"timestamp\":\"00:02:25\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"So I've never lived in the city city, but traveled to it pretty frequently.\",\"timestamp\":\"00:02:30\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"about an hour away from it.\",\"timestamp\":\"00:02:35\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"So we love it.\",\"timestamp\":\"00:02:36\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, it's a it's fun city, especially in the summer.\",\"timestamp\":\"00:02:39\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Winters get a little bit annoying.\",\"timestamp\":\"00:02:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, I don't know.\",\"timestamp\":\"00:02:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I love the West.\",\"timestamp\":\"00:02:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know if I'd ever make it out of the West, but those winters seem rough.\",\"timestamp\":\"00:02:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We get snow here in Flagstaff, but it, you know, it's mostly, it comes in dumps and then it's sunny and all melts off.\",\"timestamp\":\"00:03:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I don't know if I could deal with the constant snow.\",\"timestamp\":\"00:03:09\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:03:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Although we're supposed to have, we're supposed to have a pretty busy, hopefully with Elmino this winter we'll have a good winter for ski season.\",\"timestamp\":\"00:03:14\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, no kidding.\",\"timestamp\":\"00:03:23\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"All right.\",\"timestamp\":\"00:03:27\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm just gonna, I think Jason's trying to join maybe the, a different zoom link here.\",\"timestamp\":\"00:03:28\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"getting like an email, so I just popped in the, should be on here momentarily.\",\"timestamp\":\"00:03:33\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"There he is.\",\"timestamp\":\"00:03:43\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Hey Jason.\",\"timestamp\":\"00:03:44\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Hey, how's everybody?\",\"timestamp\":\"00:03:45\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Doing well.\",\"timestamp\":\"00:03:47\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"How about yourself?\",\"timestamp\":\"00:03:48\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Doing well.\",\"timestamp\":\"00:03:49\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Good, good.\",\"timestamp\":\"00:03:51\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"I was just sitting over in a quiet meeting by myself for a minute.\",\"timestamp\":\"00:03:52\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Wait, were you in the wrong, the zoom link here?\",\"timestamp\":\"00:03:57\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"I way, sitting there.\",\"timestamp\":\"00:03:59\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"go.\",\"timestamp\":\"00:03:59\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"What's going on?\",\"timestamp\":\"00:04:00\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"There's no way everybody's late.\",\"timestamp\":\"00:04:01\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, I got an email saying he popped in the other room, so I'm glad you're able to jump in here.\",\"timestamp\":\"00:04:03\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Autumn, are we waiting on Letty, or are we good to go?\",\"timestamp\":\"00:04:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Letty's note taker is here.\",\"timestamp\":\"00:04:18\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Autumn, you're talking, but you're on mute, so we're missing the great wisdom you're sharing with us.\",\"timestamp\":\"00:04:22\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, it wasn't very much wisdom.\",\"timestamp\":\"00:04:27\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"She may be running late.\",\"timestamp\":\"00:04:29\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"Let me call her real quick and see if she's coming.\",\"timestamp\":\"00:04:33\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, okay.\",\"timestamp\":\"00:04:36\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Sean, nice to meet you.\",\"timestamp\":\"00:04:43\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"How are you doing?\",\"timestamp\":\"00:04:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Good, thank you.\",\"timestamp\":\"00:04:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"How about yourself?\",\"timestamp\":\"00:04:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm doing well.\",\"timestamp\":\"00:04:50\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"It's early in the day, you know.\",\"timestamp\":\"00:04:53\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"We'll ask me again in eight hours how I'm doing, but right now, pretty good, pretty good.\",\"timestamp\":\"00:04:56\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Cool.\",\"timestamp\":\"00:05:10\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"I guess while Autumn's reached out to Letty, Sean, we can give you a little bit of context.\",\"timestamp\":\"00:05:11\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm sure you've probably gotten some already from Autumn and Letty, but intros on our end.\",\"timestamp\":\"00:05:15\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"So my name is Matt Hamm.\",\"timestamp\":\"00:05:21\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm an Account Advisor here at Carbon.\",\"timestamp\":\"00:05:22\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Been leading a lot of the conversation with both Autumn and Letty thus far around Carbon and demos and talking through what that could look like for bringing that in for the firm, for practice management.\",\"timestamp\":\"00:05:24\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Jason on our team is one of our sales engineers.\",\"timestamp\":\"00:05:37\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"So Jason, I'll let you give a brief intro.\",\"timestamp\":\"00:05:40\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:05:43\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:05:44\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Nice to meet you.\",\"timestamp\":\"00:05:44\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'm a recovering software engineer.\",\"timestamp\":\"00:05:45\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"I've been building software for about 30 years, most of that for the accounting industry.\",\"timestamp\":\"00:05:47\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And now I help kind of support the sales team here at Carbon, helping people talk about integrations.\",\"timestamp\":\"00:05:53\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"things out so I'm allowing\",\"timestamp\":\"00:05:59\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Having problems with, you know, migrations, how do we connect things, stuff like that.\",\"timestamp\":\"00:06:00\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So happy to talk through whatever we got going on today.\",\"timestamp\":\"00:06:03\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"I think we're talking mostly about FileMaker.\",\"timestamp\":\"00:06:07\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Is that right, Sean?\",\"timestamp\":\"00:06:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Not necessarily, no.\",\"timestamp\":\"00:06:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, we do use FileMaker, but we're moving away from it.\",\"timestamp\":\"00:06:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I don't think that.\",\"timestamp\":\"00:06:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll let you direct it then.\",\"timestamp\":\"00:06:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We have a solution that's built in FileMaker, but we are moving away to a standard, like, you know, stack, JavaScript and such with the Postgres back end.\",\"timestamp\":\"00:06:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I mean, regardless of where we're going, it's just to simplify it, just to say we're, it's a custom application that manages, you know, most of the contact management and various modules that relate to the business, you know, programs that we have.\",\"timestamp\":\"00:06:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"What's on as far as financials and taxes and things like that for the various clients that do different things.\",\"timestamp\":\"00:07:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Does that make sense?\",\"timestamp\":\"00:07:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, yeah, absolutely.\",\"timestamp\":\"00:07:12\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Looks like we've got everybody here now.\",\"timestamp\":\"00:07:14\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Do we want to start off with just give me a little bit of what you're hoping to do?\",\"timestamp\":\"00:07:16\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"We previously talked to Autumn and Letty, so I have kind of a little bit of an idea of where we're going.\",\"timestamp\":\"00:07:24\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"But let's talk about what questions you have.\",\"timestamp\":\"00:07:28\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"What are you hoping to be able to connect?\",\"timestamp\":\"00:07:33\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"What questions do have about how we support that?\",\"timestamp\":\"00:07:35\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"What's available from Carbon?\",\"timestamp\":\"00:07:38\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Or if you want me to give you the 65,000 foot view, I can kind of do a run pass and then you can do questions that are left over after that.\",\"timestamp\":\"00:07:40\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"What would be the most useful for you, Sean?\",\"timestamp\":\"00:07:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I guess just understanding which portions because we don't we handle a lot of this.\",\"timestamp\":\"00:07:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm assuming that\",\"timestamp\":\"00:07:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Based on what I've seen, Carbon does a lot of the same things that we're doing currently in our existing solution.\",\"timestamp\":\"00:08:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So just trying to figure out what portions Carbon will continue to do, what we'll be creating.\",\"timestamp\":\"00:08:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I guess I don't know where that break is yet between what we'll continue to do in FileMaker, what we're going to be integrating and those sorts of things.\",\"timestamp\":\"00:08:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I did talk to Leti briefly, but I don't know the software itself.\",\"timestamp\":\"00:08:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The API part, there's no problem.\",\"timestamp\":\"00:08:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I can figure that out.\",\"timestamp\":\"00:08:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But just understanding this is why we want to use Carbon and we need it integrated at these touchpoints.\",\"timestamp\":\"00:08:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We already have all of contacts inside our current system in the custom solution.\",\"timestamp\":\"00:08:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I don't want to, you know, we definitely don't want the users having to ...\",\"timestamp\":\"00:08:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So, you know, from a work perspective, but that just gives you the shivers on data integrity, right?\",\"timestamp\":\"00:09:03\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Like everything, you're going to have three copies, they're all three going to be different.\",\"timestamp\":\"00:09:09\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And then trying to try to get things to talk to each other becomes a nightmare.\",\"timestamp\":\"00:09:12\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, we definitely want to use integrations to keep things in sync between various systems.\",\"timestamp\":\"00:09:16\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Maybe let's flip it back around and have this as a broader discussion.\",\"timestamp\":\"00:09:21\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And then I can kind of check in on how we can do certain things and what's available.\",\"timestamp\":\"00:09:24\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So, Leti, Autumn, Matt, let's talk about what things we want to be in carbon, what things we anticipate still being in sort of a custom solution and what we want flowing back and forth between those.\",\"timestamp\":\"00:09:29\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Do we have any kind of a breakdown or an idea of how we're going to divide that at this point?\",\"timestamp\":\"00:09:45\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Is that still what we're hoping to figure out?\",\"timestamp\":\"00:09:51\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, uh, from what I would like is that.\",\"timestamp\":\"00:09:54\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"FileMaker remains the source of truth for all the data.\",\"timestamp\":\"00:10:00\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"They want to work out of Carbon because of the features that it offers with time billing, invoicing, has features for the organizers as well, and things of that nature.\",\"timestamp\":\"00:10:04\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't mind that, but what I need to ensure is that what they're doing in that system is relaying into FileMaker because, again, that's where the data needs to live.\",\"timestamp\":\"00:10:21\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"That's where the data needs to be, again, source of truth.\",\"timestamp\":\"00:10:36\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"The owner is going to be looking at that system, but it won't be in Carbon.\",\"timestamp\":\"00:10:41\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"And as I had discussed previously, there's no intention to change anything.\",\"timestamp\":\"00:10:45\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"We're improving our process and our systems right now with Sean in a\",\"timestamp\":\"00:10:55\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So essentially, this is a solution for our upcoming tax season, to be able to just live in an environment that's already kind of set up, but we have our process, and we have our dedicated area for the tax department, and all of the data that's coming out of carbon needs to be relayed in the routing, assigning notes.\",\"timestamp\":\"00:11:03\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"We have our SharePoint system where our files will live, as I think I've discussed, that we're removing GoFileRoom, which was our previous system that we used, I guess, essentially similar to what you guys do with your system, and we need to make sure that that's reliable.\",\"timestamp\":\"00:11:34\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, makes sense.\",\"timestamp\":\"00:12:02\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So let's kind of enumerate some things just so that we're getting on the record, all the things that we want to make sure we're connecting here.\",\"timestamp\":\"00:12:03\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"It sounds like for sure all of the contact information, we're editing contacts, we want to keep those in sync.\",\"timestamp\":\"00:12:12\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Is that, do you anticipate editing contacts?\",\"timestamp\":\"00:12:17\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"When you say FileMaker is the source of truth, for some firms, they want to say, okay, that's the only place we can edit contacts.\",\"timestamp\":\"00:12:21\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And then we want that to update out into Carbon and whatever else we're connected to.\",\"timestamp\":\"00:12:29\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Or do you want to be able to edit anywhere and have it sync up and you just need to make sure that FileMaker always has the latest version?\",\"timestamp\":\"00:12:34\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Correct.\",\"timestamp\":\"00:12:41\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:12:42\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't want people having to use three different systems to enter data, right?\",\"timestamp\":\"00:12:42\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"And I, there would be absolutely no point in using Carbon if we're having to edit and enter everything into FileMaker.\",\"timestamp\":\"00:12:46\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So again, it just needs to, what they're doing in Carbon needs to relay into FileMaker.\",\"timestamp\":\"00:12:54\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"And by\",\"timestamp\":\"00:12:59\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Vice versa, if someone's using, because we have an entire wealth management firm and multiple states, they're all using FileMaker.\",\"timestamp\":\"00:13:00\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"These are the advisor's clients and they're looking and they're making notes.\",\"timestamp\":\"00:13:08\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Their assistants are making notes.\",\"timestamp\":\"00:13:13\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"There's a lot of things going on aside from just the tax area that they may need information regarding, but they're not going to go into carbon.\",\"timestamp\":\"00:13:14\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm not giving them access to the system.\",\"timestamp\":\"00:13:23\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"This is solely for our tax department.\",\"timestamp\":\"00:13:25\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So what they do in FileMaker needs to also be reliable in carbon.\",\"timestamp\":\"00:13:28\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:13:33\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So Sean from your, yep, that is the correct API reference.\",\"timestamp\":\"00:13:34\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And you'll notice in there that we have a whole section on web hooks.\",\"timestamp\":\"00:13:38\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And so we can handle that going back and forth.\",\"timestamp\":\"00:13:42\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"have a number of contacts, I would say is the most common thing we're integrating with everybody.\",\"timestamp\":\"00:13:45\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"That's the, that's kind of the table stakes on integrations, right?\",\"timestamp\":\"00:13:50\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Every, every system wants to know about contacts.\",\"timestamp\":\"00:13:53\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And so that's where we start on everything.\",\"timestamp\":\"00:13:55\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's pretty common that we want to do a two-way sync like.\",\"timestamp\":\"00:13:57\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So if you're updating something in FileMaker or any other system, certainly you can push that change to Carbon, and then when we update something in Carbon, we'll let you know.\",\"timestamp\":\"00:14:00\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"don't have to do, you know, like if you're using CCH or something like that, sometimes you have to do these crazy things like checking every hour to see if anything's changed, stuff like that.\",\"timestamp\":\"00:14:10\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"We're not going to make you do that.\",\"timestamp\":\"00:14:18\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"We'll let you know when something changes, and so you can update it proactively.\",\"timestamp\":\"00:14:19\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So that gives me no heartburn at all.\",\"timestamp\":\"00:14:24\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"That's a pretty common thing that we do all the time.\",\"timestamp\":\"00:14:26\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Other things, I heard you say, assignments.\",\"timestamp\":\"00:14:29\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So when work items move from one professional to another, for example, you would want to know that and update your system in FileMaker, and I imagine that's a two-way as well.\",\"timestamp\":\"00:14:33\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"If you make reassignments and things in your existing system, you want to update that in Carbon or not necessarily that way?\",\"timestamp\":\"00:14:46\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I would imagine that everything's going to get updated in that sense with regard to assignments and routing.\",\"timestamp\":\"00:14:53\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Mm Mm-hmm.\",\"timestamp\":\"00:14:59\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"One stage to another in Carbon and just needs to be related to FileMaker.\",\"timestamp\":\"00:15:00\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't believe I would need the feature both ways in that sense.\",\"timestamp\":\"00:15:04\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"it's easier, whatever works better.\",\"timestamp\":\"00:15:11\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, we're going to support two-way sync on any of those, but if you've ever built any kind of a keep things in sync system, if it can go one way, it's always easier than if you've got to keep it in sync in both directions.\",\"timestamp\":\"00:15:15\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's contacts, we can say, okay, that one needs to go both directions, but statuses will say assignments and routing, that's all going to be managed in Carbon, but you need that for reporting and visibility purposes over in FileMaker.\",\"timestamp\":\"00:15:29\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So we'll need to sync in that direction is what you're saying, right?\",\"timestamp\":\"00:15:43\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, I think so.\",\"timestamp\":\"00:15:48\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"mean, the clients are...\",\"timestamp\":\"00:15:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"What are work items and work schedules?\",\"timestamp\":\"00:15:51\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:15:54\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So work item is what a lot of people would call a project\",\"timestamp\":\"00:15:55\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, we use engagement a little bit differently too.\",\"timestamp\":\"00:16:00\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"This is always the fun thing on getting systems connected is getting your terminology lined up, right?\",\"timestamp\":\"00:16:02\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"What do we mean in each side?\",\"timestamp\":\"00:16:08\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So what some systems will call clients, we would call contacts or organizations.\",\"timestamp\":\"00:16:09\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"You may already have that division.\",\"timestamp\":\"00:16:16\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"What some systems would call projects, we would call a work item.\",\"timestamp\":\"00:16:19\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So that's, depending on a service line, that's an audit or that's a tax return or that's a monthly bookkeeping project or, you know, whatever it is that we're tracking.\",\"timestamp\":\"00:16:24\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Each of those becomes a work item.\",\"timestamp\":\"00:16:33\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"That's where you have your assignment, your current status, your routing history, all of that kind of stuff.\",\"timestamp\":\"00:16:36\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"A work schedule may or may not come into play here.\",\"timestamp\":\"00:16:41\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"That's where we're talking about, you know, when we're getting into scheduling and timesheets, we're moving kind of over into more time tracking and resources.\",\"timestamp\":\"00:16:46\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't know if that's on the table here for what you want to integrate.\",\"timestamp\":\"00:17:00\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Are you planning to track time in carbon and have that sync out to an external system?\",\"timestamp\":\"00:17:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, we do that currently in the current system, so I would imagine that it needs to be done somewhere.\",\"timestamp\":\"00:17:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's a very simple setup we have for tracking time, but there is an area to do that.\",\"timestamp\":\"00:17:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I don't know what their intention is, but I would assume that the bullets would continue.\",\"timestamp\":\"00:17:26\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:17:33\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:17:34\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Totally doable in carbon.\",\"timestamp\":\"00:17:34\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Again, that would come through the time sheets.\",\"timestamp\":\"00:17:36\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Time sheets have time entries, and that'll give you that, you know, Matt worked for two hours for this project doing this task, and even if Matt put in comments as he logged that time, that would all be captured in that time sheet that you could drill down into.\",\"timestamp\":\"00:17:38\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"What about billing?\",\"timestamp\":\"00:17:57\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"we planning to do invoicing?\",\"timestamp\":\"00:17:58\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Is Carbon or is this time that you would pull into another system and build invoices?\",\"timestamp\":\"00:18:00\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"What's our hope there in an ideal situation?\",\"timestamp\":\"00:18:04\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Leti?\",\"timestamp\":\"00:18:08\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Adam?\",\"timestamp\":\"00:18:11\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Not sure yet?\",\"timestamp\":\"00:18:12\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"No, I would like to have the invoices attached to the returns.\",\"timestamp\":\"00:18:14\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:18:18\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And then feed back out because it connects to QuickBooks.\",\"timestamp\":\"00:18:20\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:18:24\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And feed back out.\",\"timestamp\":\"00:18:25\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"So Sherry has that information.\",\"timestamp\":\"00:18:26\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:18:28\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So depending on how you're handling payments, for example, I don't want to drill too down into this.\",\"timestamp\":\"00:18:29\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"This is stuff Matt can go over with you as far as what's available in Carbon and what your plan is to use different things.\",\"timestamp\":\"00:18:36\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"But certainly you can generate invoices in Carbon, super convenient that way because, of course, all the time is logged in there and whatever.\",\"timestamp\":\"00:18:41\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And if this whole, you know, service line is all in Carbon, then that works out really nicely.\",\"timestamp\":\"00:18:48\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And then if you needed to pull that data to get it over into your GL or something.\",\"timestamp\":\"00:18:55\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"For example, or into a reporting solution.\",\"timestamp\":\"00:19:00\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"That can be done through the API as well.\",\"timestamp\":\"00:19:02\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And even to the point of payments, if you want to take payments directly in Carbon, again, super convenient for your customers and very easy to keep that all in one place, then you could get that data out of Carbon.\",\"timestamp\":\"00:19:04\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Or conversely, some firms say, well, no, we have this payment setup that we want to stick with.\",\"timestamp\":\"00:19:16\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"You could get your invoices out of Carbon, feed them into that other system.\",\"timestamp\":\"00:19:22\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"When payments come in, you could record those payments in Carbon through the API.\",\"timestamp\":\"00:19:26\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So a lot of flexibility on how we're getting all of this data in and out.\",\"timestamp\":\"00:19:31\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"As you're drilling down through that, Sean, any questions as you're looking at the API itself?\",\"timestamp\":\"00:19:36\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"I know there's a lot of terminology and things that would be specific to us that, you know, you may want clarification on.\",\"timestamp\":\"00:19:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Organizations are just companies versus individuals.\",\"timestamp\":\"00:19:48\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Exactly.\",\"timestamp\":\"00:19:53\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"A contact is an individual versus an organization.\",\"timestamp\":\"00:19:54\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And they all act basically like clients.\",\"timestamp\":\"00:19:57\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"listening Rod Yeah.\",\"timestamp\":\"00:19:59\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"You'll see the term client used in some of the other APIs.\",\"timestamp\":\"00:20:00\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"A client is an organization or a contact, basically.\",\"timestamp\":\"00:20:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"then the files, is that something that you're working with the place for clients or organizations to actually upload their tax documents and things like that?\",\"timestamp\":\"00:20:08\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Is that how it works?\",\"timestamp\":\"00:20:20\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So there's a couple of ways that documents can get into Carbon.\",\"timestamp\":\"00:20:22\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"We have a client portal, and so they can go into the portal and see that you've got these, you know, 15 documents that you need from them and then check those off as they upload them.\",\"timestamp\":\"00:20:26\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Those would all be available under that Files API.\",\"timestamp\":\"00:20:35\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"The other option for getting files into Carbon, and you know, we all don't want our customers to do this, but we all know that they do, is if they email us files.\",\"timestamp\":\"00:20:38\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Carbon's very smart about getting those files routed to the right place.\",\"timestamp\":\"00:20:51\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Most of the time I would say it can do it without any interaction.\",\"timestamp\":\"00:20:55\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"wants the immediate response matters.\",\"timestamp\":\"00:20:59\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"you\",\"timestamp\":\"00:20:59\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"It knows from the context who the client is, what you're working on, whatever, how to get that routed to the right place.\",\"timestamp\":\"00:21:00\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"If it can't figure that out for sure, it'll just ask and it'll give you a short context.\",\"timestamp\":\"00:21:06\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So it'll say, hey, this came from Letty.\",\"timestamp\":\"00:21:11\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"You're working on two projects with her and I'm not clear what document this is.\",\"timestamp\":\"00:21:14\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And you just click which one and it'll get it to the right place.\",\"timestamp\":\"00:21:19\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Then all that's available through that API if you need to sync that somewhere.\",\"timestamp\":\"00:21:22\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Now, secondary to that, though, we have our SharePoint integration.\",\"timestamp\":\"00:21:26\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So we'll also, when those documents come in, however they come in, we will, if you set this up and by set it up, I mean, you know, just set up SharePoint and then click the little button that says, yeah, put everything in SharePoint.\",\"timestamp\":\"00:21:31\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"We'll copy those documents over to SharePoint as well.\",\"timestamp\":\"00:21:43\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Now you've got SharePoint's API that you can do whatever you want with to get those documents in and out of SharePoint as well.\",\"timestamp\":\"00:21:45\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"If you've already got stuff set up with SharePoint, it's just going to continue to work.\",\"timestamp\":\"00:21:52\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And when people send documents to Carbon, we'll copy it to SharePoint and whatever you've ordered.\",\"timestamp\":\"00:21:55\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"We've got working with SharePoint.\",\"timestamp\":\"00:22:00\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"We'll just continue to work at that point.\",\"timestamp\":\"00:22:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:22:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And does your, you mentioned the billing, does that integrate with QuickBooks?\",\"timestamp\":\"00:22:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Do you have those?\",\"timestamp\":\"00:22:11\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm not the expert in this area.\",\"timestamp\":\"00:22:15\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"I can talk a little bit about it.\",\"timestamp\":\"00:22:17\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Matt's going to keep me honest, maybe.\",\"timestamp\":\"00:22:19\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"I just noticed you had some, you had some integrations somewhere when I was jumping through things.\",\"timestamp\":\"00:22:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I didn't know, I didn't see that in there, but I was just.\",\"timestamp\":\"00:22:27\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, no, we have been a long time partner with Intuit and our integration with QuickBooks is long standing.\",\"timestamp\":\"00:22:29\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And so we will push invoices into QuickBooks and sync payments, regardless of which direction those come from.\",\"timestamp\":\"00:22:36\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"We also have a time component.\",\"timestamp\":\"00:22:44\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"If QuickBooks is what you're using as your master source of truth for time, you can get those time entries that are logged in carbon synced over to what's QuickBooks is time.\",\"timestamp\":\"00:22:46\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you.\",\"timestamp\":\"00:22:59\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Tracking tool, don't remember off the top of my head, but that integration will keep those in sync back and forth as well.\",\"timestamp\":\"00:23:00\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So, yeah, it's a pretty good integration with QuickBooks.\",\"timestamp\":\"00:23:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:23:14\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So all those things I was just saying you could do through the API, if QuickBooks is your target, you don't need to do that.\",\"timestamp\":\"00:23:14\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"That'll be taken care of by that existing integration.\",\"timestamp\":\"00:23:20\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:23:28\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"What other questions have we got about capability or just about looking at the API itself, terminology?\",\"timestamp\":\"00:23:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hang on one second.\",\"timestamp\":\"00:23:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:23:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I lost my place here.\",\"timestamp\":\"00:23:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is, on our end, do we know if we're using client groups?\",\"timestamp\":\"00:24:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is that something that is interest to us?\",\"timestamp\":\"00:24:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I can assume what that is.\",\"timestamp\":\"00:24:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"don't really, from Carbon's side, I don't need to know.\",\"timestamp\":\"00:24:11\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"just curious.\",\"timestamp\":\"00:24:14\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Autumn?\",\"timestamp\":\"00:24:17\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"Client groups, like in a sense of...\",\"timestamp\":\"00:24:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I imagine it's just a way to organize clients into groups of individuals.\",\"timestamp\":\"00:24:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, oftentimes...\",\"timestamp\":\"00:24:28\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"For whatever reason that...\",\"timestamp\":\"00:24:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sorry.\",\"timestamp\":\"00:24:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, no, sorry, paid off, Sean.\",\"timestamp\":\"00:24:31\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, oftentimes we see firms who have maybe multiple different service lines who run bookkeeping, tax, advisory, and just want to keep clients grouped together by service line.\",\"timestamp\":\"00:24:33\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"We see it often used, but for you guys kind of being more straightforward, I think it's probably something...\",\"timestamp\":\"00:24:43\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"You can still use it to like even subset your tax clients if you'd like, but just kind of up to you guys on how you want to organize that within Carbon.\",\"timestamp\":\"00:24:49\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"I think it would only be...\",\"timestamp\":\"00:24:58\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"be...\",\"timestamp\":\"00:24:59\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"By like 1040, I mean, groups for extensions, groups for 1120 S's.\",\"timestamp\":\"00:25:00\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"I want to differentiate here because there's two different concepts we're talking about.\",\"timestamp\":\"00:25:06\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:25:10\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"There's client groups, which is more of a, like, subsidiary kind of relationship.\",\"timestamp\":\"00:25:11\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"If there's a parent company and they own four companies, that might be a client group that kind of acts as one client, rolling up, you know, kind of reporting data, things like that.\",\"timestamp\":\"00:25:19\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And then we have segments, which is more kind of what Matt's talking about, where we can say, everybody that's a 1040, let me put them in this segment so that I can see those all on a work view, I can see those all on a report, things like that.\",\"timestamp\":\"00:25:30\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:25:45\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"So, yeah, the client groups, yes, because we already have that in FileMaker, where this is the main client and this client is out to different returns.\",\"timestamp\":\"00:25:46\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"You do that to the relationship.\",\"timestamp\":\"00:25:57\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"you.\",\"timestamp\":\"00:25:59\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"Sean.\",\"timestamp\":\"00:26:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"What's that?\",\"timestamp\":\"00:26:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's done through the relationship.\",\"timestamp\":\"00:26:03\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"We have the main client and then any entities that they have are built within the relationship to keep them together.\",\"timestamp\":\"00:26:06\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:26:16\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So that can...\",\"timestamp\":\"00:26:17\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, are you talking about Ian, your existing...\",\"timestamp\":\"00:26:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like spouses?\",\"timestamp\":\"00:26:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is that what you're talking about?\",\"timestamp\":\"00:26:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You're talking about like family members and spouses?\",\"timestamp\":\"00:26:22\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"It's in the relationship area, yes.\",\"timestamp\":\"00:26:24\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"But I made it so that it allows us to use it for the entities.\",\"timestamp\":\"00:26:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:26:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, we may just need to review how you're using it once we get started.\",\"timestamp\":\"00:26:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"think there's probably a little bit of that that's up in the air.\",\"timestamp\":\"00:26:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I need to understand how you want to use that and integrate it.\",\"timestamp\":\"00:26:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If we want to want to do something with the groups, the tag groups that we have in the current system versus this, I don't know if that relates or not.\",\"timestamp\":\"00:26:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:26:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I know where I was going with that, but...\",\"timestamp\":\"00:26:57\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"We have...\",\"timestamp\":\"00:26:59\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Relationships as well.\",\"timestamp\":\"00:27:00\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So, you know, like Sean's saying, it just kind of depends on how you want to use all these structures.\",\"timestamp\":\"00:27:01\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"There's lots of ways to overload them and kind of use them how you want them.\",\"timestamp\":\"00:27:05\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"But there's obviously the client groups for related entities, but there's also proper relationships if you've got, you know, individuals who are in a family, for example, or, you know, parent-child relationships that are, you're doing those returns together or something like that.\",\"timestamp\":\"00:27:09\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And then organizations can have contacts related.\",\"timestamp\":\"00:27:27\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So you could even create a family organization and put all the family members in there, for example.\",\"timestamp\":\"00:27:32\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So there's, there's lots of ways to structure that.\",\"timestamp\":\"00:27:36\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"It's very flexible.\",\"timestamp\":\"00:27:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Question about the webhooks.\",\"timestamp\":\"00:27:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"When it says contact created or updated, what, what does updated cover?\",\"timestamp\":\"00:27:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like if we receive a new file with that?\",\"timestamp\":\"00:27:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Would a webhook that's related to the contact?\",\"timestamp\":\"00:28:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That would not send a contact webhook.\",\"timestamp\":\"00:28:02\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"That would send a file webhook.\",\"timestamp\":\"00:28:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I didn't see file in here as one of the webhooks.\",\"timestamp\":\"00:28:09\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"It's fairly new.\",\"timestamp\":\"00:28:13\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"It may not be in the documentation.\",\"timestamp\":\"00:28:14\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"That's auto-generated, so it tends to stay fairly up to date, but it may not be in there yet.\",\"timestamp\":\"00:28:16\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Let me see.\",\"timestamp\":\"00:28:23\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, it's not listed there, but we do have that.\",\"timestamp\":\"00:28:27\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Spoiler alert.\",\"timestamp\":\"00:28:31\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"But yeah, the webhooks tend to be just about the object itself.\",\"timestamp\":\"00:28:33\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So a contact webhook is going to be when anything directly in that contact changes.\",\"timestamp\":\"00:28:38\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So contact information, tax ID numbers, relationships, you know, what else.\",\"timestamp\":\"00:28:44\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"If you go look at the contact object there in the API, you can see it's pretty robust.\",\"timestamp\":\"00:28:51\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"It has a lot of stuff under it.\",\"timestamp\":\"00:28:58\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So,\",\"timestamp\":\"00:28:59\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"If any of that changes, that's when we're going to get that webhook.\",\"timestamp\":\"00:29:00\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Same thing with a work item.\",\"timestamp\":\"00:29:03\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"It's going to be anything directly on that or anything related to the notes are going to be specifically on that.\",\"timestamp\":\"00:29:06\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So it doesn't cascade as much necessarily to other objects as it is when that object changes.\",\"timestamp\":\"00:29:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Gotcha.\",\"timestamp\":\"00:29:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is there anything, because I can already tell you, they'll expect this stuff to come in.\",\"timestamp\":\"00:29:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We've struggled with this, and this is one of the reasons they're moving away from the Thomson Reuters stuff is that their API was pretty lousy.\",\"timestamp\":\"00:29:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There was no webhooks and the queries were pretty lousy, like you couldn't query by last modified or anything like that.\",\"timestamp\":\"00:29:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is there any big features in here that are included on the back end that aren't included in the API that you know of that I should know about?\",\"timestamp\":\"00:29:50\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Sure.\",\"timestamp\":\"00:30:01\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Let me try to think off the top of my head what comes to mind.\",\"timestamp\":\"00:30:02\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"It's a fairly robust API, but it is driven by client requests.\",\"timestamp\":\"00:30:05\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So, you know, if there's things that people don't typically do, sometimes it's not covered by the API.\",\"timestamp\":\"00:30:12\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm trying to think of examples of that.\",\"timestamp\":\"00:30:18\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Some stuff like, there's a pretty robust surface area for getting time out of carbon through the API.\",\"timestamp\":\"00:30:20\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Not really so much for putting time in.\",\"timestamp\":\"00:30:29\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So, for example, you were tracking time in another tool and wanted to feed that into carbon.\",\"timestamp\":\"00:30:31\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"It's not something we get a lot of requests for.\",\"timestamp\":\"00:30:35\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"We haven't built that out and made it very robust, but I get that request periodically.\",\"timestamp\":\"00:30:37\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And that's not something you've mentioned.\",\"timestamp\":\"00:30:43\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"I was just trying to think of an example for transparency.\",\"timestamp\":\"00:30:44\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm trying to think of something else that I get asked.\",\"timestamp\":\"00:30:48\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"There's not a lot, honestly.\",\"timestamp\":\"00:30:52\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Usually, most of the things people are trying to do are fairly well.\",\"timestamp\":\"00:30:54\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"We do a release every week to two weeks from the API team.\",\"timestamp\":\"00:31:00\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"We have a whole team that just works on API, and that's all driven by customer requests.\",\"timestamp\":\"00:31:08\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's pretty, you know, it stays pretty fresh, it stays pretty responsive, and there's not a whole lot that people ask for that isn't in there.\",\"timestamp\":\"00:31:12\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"I can only think of that one example.\",\"timestamp\":\"00:31:23\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm sure there are others, but that's the one that's coming to my mind.\",\"timestamp\":\"00:31:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, no problem.\",\"timestamp\":\"00:31:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"As far as like the get queries and all that is, is there, there's looks like there's pretty good filters in here.\",\"timestamp\":\"00:31:29\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, it just uses kind of standard OData kind of querying.\",\"timestamp\":\"00:31:37\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So that's a thing maybe we could say.\",\"timestamp\":\"00:31:42\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"It has OData querying with kind of the most common filters you would put in, but it's not like a SQL query where you could really dig in and filter on anything.\",\"timestamp\":\"00:31:45\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And slice and dice.\",\"timestamp\":\"00:31:57\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"However, there is.\",\"timestamp\":\"00:31:59\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So, you know, if you need to get in and slice and dice your data.\",\"timestamp\":\"00:32:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, I mean, I think for the most part, we'll be, we'll be pulling everything out.\",\"timestamp\":\"00:32:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I'm not terribly worried about that.\",\"timestamp\":\"00:32:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just, I, you know, as far as, as far as webhooks, if we, if we miss one or something like that, I just want to make sure there's a, there's some kind of fall, there's a good fallback.\",\"timestamp\":\"00:32:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It doesn't have to be overly complicated.\",\"timestamp\":\"00:32:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just, you know, I run into very good APIs and very bad APIs over the years.\",\"timestamp\":\"00:32:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then obviously APIs where you, it looks good on the surface and then you get in there and you're like, holy cow, they're just missing like a whole section.\",\"timestamp\":\"00:32:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like you mentioned, we just can't do something that we need to do.\",\"timestamp\":\"00:32:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So, you know, it just is a, it's a mixed bag.\",\"timestamp\":\"00:32:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So, I mean, the, the, this looks, this looks decent at first glance, you know?\",\"timestamp\":\"00:32:44\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So, but again, sometimes you don't know until you start digging, you'll start putting it together.\",\"timestamp\":\"00:32:49\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:32:55\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"I've been in your chair.\",\"timestamp\":\"00:32:56\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"know exactly what you're saying.\",\"timestamp\":\"00:32:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:33:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, usually you can tell if it's not organized.\",\"timestamp\":\"00:33:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If you get what I got from Thompson Reuters, I just figured it was going to be a horrible experience.\",\"timestamp\":\"00:33:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"This definitely doesn't look like that.\",\"timestamp\":\"00:33:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So that's good.\",\"timestamp\":\"00:33:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Let's see what else is in here.\",\"timestamp\":\"00:33:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Teams?\",\"timestamp\":\"00:33:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know that we'd use Teams, but we can talk about that.\",\"timestamp\":\"00:33:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:33:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't have anything else.\",\"timestamp\":\"00:33:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think we just need to sit down on our end and kind of probably walk through workflows and see what everybody's going to be doing.\",\"timestamp\":\"00:33:33\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And to your point that you just made, you know, having done this a million times, I'll say you're not going to have questions right now until you start trying to move data back and forth.\",\"timestamp\":\"00:33:41\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And that's when we go, here's how I'm representing this data.\",\"timestamp\":\"00:33:53\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"How do I make your data look like that?\",\"timestamp\":\"00:33:55\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Or how do I get that same sort of thing?\",\"timestamp\":\"00:33:57\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And...\",\"timestamp\":\"00:33:59\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"That's when, you know, we're not disappearing at that point.\",\"timestamp\":\"00:34:00\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"When you have questions, just send them over at that point and we'll help you sort through how do you do that in the API or how do you update that or whatever the case is.\",\"timestamp\":\"00:34:02\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"The thing like, hey, I want to know when a document's uploaded and you don't see that in the documentation.\",\"timestamp\":\"00:34:13\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"I can tell you where that is until it gets in the documentation.\",\"timestamp\":\"00:34:17\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm surprised it's not there because that stays pretty up to date.\",\"timestamp\":\"00:34:20\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"But, you know, that sort of thing, I can help you with.\",\"timestamp\":\"00:34:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, even if it's not, mean, I'm not so, I mean, the webhooks are definitely nice to have, but I'm still going to build fallbacks anyways.\",\"timestamp\":\"00:34:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So, you know, even if it wasn't in there, as long as there's a good way to say, hey, when was, you know, can I get all the belated, can I get all the latest files?\",\"timestamp\":\"00:34:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, they're fine with it, as long as I don't have to query the whole system, like we were doing before where we were basically looping through every record every time to find, you know, it was just ridiculous.\",\"timestamp\":\"00:34:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So, I mean, as long as there's good, simple queries, I'm happy to write the code.\",\"timestamp\":\"00:34:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Or to get that in there to have a query every five minutes to find new files.\",\"timestamp\":\"00:35:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Those are usually pretty simple queries.\",\"timestamp\":\"00:35:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"you know, webhooks are great, too.\",\"timestamp\":\"00:35:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We'll probably use both.\",\"timestamp\":\"00:35:09\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, the webhooks are nice because they just cut down on those extra queries.\",\"timestamp\":\"00:35:11\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"You know, you don't want to be asking things 100 times if we could just tell you when it happens.\",\"timestamp\":\"00:35:17\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"But like you said, sometimes there's an error.\",\"timestamp\":\"00:35:21\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Sometimes you don't catch one.\",\"timestamp\":\"00:35:25\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Sometimes, you know, whatever happens and you need to fall back.\",\"timestamp\":\"00:35:26\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So for sure, I get that.\",\"timestamp\":\"00:35:29\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:35:35\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Anything else we can answer or help with?\",\"timestamp\":\"00:35:38\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm good on my email.\",\"timestamp\":\"00:35:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think I'm good.\",\"timestamp\":\"00:35:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Awesome.\",\"timestamp\":\"00:35:47\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Back to you, Matt.\",\"timestamp\":\"00:35:49\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Cool.\",\"timestamp\":\"00:35:51\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, there's other questions.\",\"timestamp\":\"00:35:52\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"And yeah, if you guys meet after this or something comes up, just, yeah, pop Jason and I a note.\",\"timestamp\":\"00:35:53\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"We'll get...\",\"timestamp\":\"00:35:58\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"But yeah, if there's no other questions or anything at this time, we'll wrap it up here.\",\"timestamp\":\"00:36:00\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you for your time.\",\"timestamp\":\"00:36:07\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Awesome.\",\"timestamp\":\"00:36:09\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you, guys.\",\"timestamp\":\"00:36:09\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you, guys.\",\"timestamp\":\"00:36:10\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:36:12\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Bye.\",\"timestamp\":\"00:36:12\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Bye.\",\"timestamp\":\"00:36:13\"}],\"transcript_language\":\"en\",\"url\":\"https:\/\/fathom.video\/calls\/799946758\"}"},"script":"Fathom | Incoming Log"}
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-------------------------
URL: https://dev1.gofmhost.com/fmi/data/v1/databases/theboss/sessions/981f8b822e4a17b792576bc2e46f7b6fea137b82e4713024473f
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Post Fields: {"fieldData":{"json_Received":"{\"action_items\":[{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Draft FileMaker\u2192Carbon integration plan: 2-way contacts; 1-way work\/assignments\/routing; webhooks+polling; SharePoint; QB; relationships\/groups\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/799946758?timestamp=2002.9999\",\"recording_timestamp\":\"00:33:22\",\"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\":\"2026-08-26T16:35:42Z\",\"crm_matches\":null,\"default_summary\":{\"markdown_formatted\":\"## Meeting Purpose\\n\\n[Define the integration strategy between Carbon and a custom FileMaker solution.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=561.0)\\n\\n## Key Takeaways\\n\\n  - [**Integration Strategy:** A hybrid model will be used. Carbon will be the tax department's primary workspace, while the custom FileMaker app remains the firm's central \\\"source of truth\\\" for all data.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=569.0)\\n  - [**Data Sync:** A two-way sync is required for contacts to enable editing in either system. A one-way sync from Carbon to FileMaker will be used for work items (assignments, routing) and time entries.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=723.0)\\n  - [**API Confidence:** The Carbon API's use of webhooks and standard OData queries was a key factor in the decision, directly addressing critical limitations experienced with a previous Thomson Reuters API.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=1767.0)\\n  - [**Document Management:** Carbon will automatically copy all client documents to SharePoint, which will become the firm's central file repository, replacing GoFileRoom.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=1286.0)\\n\\n## Topics\\n\\n### Integration Strategy & Data Flow\\n\\n  - [**Goal:** Enable the tax department to use Carbon's features (time tracking, billing) while keeping the custom FileMaker app as the firm-wide data hub.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=594.0)\\n  - [**Rationale:** The firm's owner and wealth management advisors will continue to use FileMaker exclusively, making reliable data sync essential.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=780.0)\\n  - [**Sync Requirements:**](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=723.0)\\n      - [**Contacts:** Two-way sync to allow editing in either system.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=732.0)\\n      - [**Work Items:** One-way sync from Carbon to FileMaker for assignments and routing.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=869.0)\\n      - [**Time Entries:** One-way sync from Carbon to FileMaker.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=1026.0)\\n      - [**Invoices:** Generated in Carbon, pushed to QuickBooks via the native integration, and then synced back to FileMaker.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=1077.0)\\n\\n### API & Technical Capabilities\\n\\n  - [**Webhooks:** Carbon's webhooks enable proactive, real-time updates, eliminating the need for inefficient polling.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=814.0)\\n      - [`contact created\/updated`: Triggers only on direct contact object changes (e.g., info, relationships).](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=1665.0)\\n      - [`file created`: A new webhook (not yet in docs) will trigger on file uploads.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=1689.0)\\n  - [**Querying:** Uses standard OData for filtering, a significant improvement over the previous API's limitations.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=1776.0)\\n  - [**Robustness:** The API is actively developed (weekly\/bi-weekly releases) based on customer requests.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=1852.0)\\n  - [**Fallback Plan:** A polling mechanism will be built as a fallback for missed webhooks, using the API's efficient queries.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=2065.0)\\n\\n### Data Structure & Terminology\\n\\n  - [**Carbon Terminology:**](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=951.0)\\n      - [`Contact`: An individual client.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=1188.0)\\n      - [`Organization`: A company client.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=1188.0)\\n      - [`Work Item`: A project (e.g., tax return).](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=951.0)\\n  - [**Client Groups vs. Segments:**](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=1506.0)\\n      - [`Client Groups`: For parent-subsidiary relationships.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=1511.0)\\n      - [`Segments`: For filtering clients by service line (e.g., 1040s).](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=1530.0)\\n  - [**FileMaker Mapping:** The current FileMaker \\\"relationship\\\" structure, used for both family and entity links, will require review to map correctly to Carbon's `Client Groups` and `Relationships`.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=1546.0)\\n\\n## Next Steps\\n\\n  - [**Client Team:**](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=2013.0)\\n      - [Map internal workflows to Carbon's data structure (`Work Items`, `Contacts`, `Organizations`).](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=2013.0)\\n      - [Define the exact data points to be synced for each object.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=723.0)\\n  - [**Sean Kruger:**](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=2021.0)\\n      - [Begin development of the integration logic using the Carbon API.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=2021.0)\\n      - [Build a polling fallback mechanism for missed webhooks.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=2065.0)\\n  - [**Carbon Team:**](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=2021.0)\\n      - [Remain available to answer technical questions during development.](https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL?tab=summary&timestamp=2021.0)\\n\",\"template_name\":\"Enhanced\"},\"highlights\":null,\"meeting_title\":\"\ud83d\udc4b Hello, Lets talk about your FileMaker solution!  (Matt Hamm)\",\"meeting_type\":null,\"meeting_url\":\"https:\/\/us02web.zoom.us\/j\/81623260472?pwd=qKkLNp0GdGxblAOziHCFE3IDB4I7ks.1\",\"recorded_by\":{\"email\":\"etechnologies34@gmail.com\",\"email_domain\":\"gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"recording_end_time\":\"2026-08-26T16:35:34Z\",\"recording_id\":177038388,\"recording_start_time\":\"2026-08-26T15:59:18Z\",\"scheduled_end_time\":\"2026-08-26T16:59:01Z\",\"scheduled_start_time\":\"2026-08-26T15:59:01Z\",\"share_url\":\"https:\/\/fathom.video\/share\/xLcbcWVQaEHWQecHocxynbg9382QzRDL\",\"shared_with\":\"no_teams\",\"title\":\"\ud83d\udc4b Hello, Lets talk about your FileMaker solution!  (Matt Hamm)\",\"transcript\":[{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"Hello, Sean.\",\"timestamp\":\"00:00:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hello.\",\"timestamp\":\"00:00:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"How are you?\",\"timestamp\":\"00:00:10\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm good.\",\"timestamp\":\"00:00:11\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"How are you?\",\"timestamp\":\"00:00:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm doing well, thanks.\",\"timestamp\":\"00:00:14\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"Hi, Matt.\",\"timestamp\":\"00:00:17\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"Hey, Adam.\",\"timestamp\":\"00:00:18\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"How's it going?\",\"timestamp\":\"00:00:21\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"It's going.\",\"timestamp\":\"00:00:23\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"It's always going.\",\"timestamp\":\"00:00:25\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Sean, good to meet you.\",\"timestamp\":\"00:00:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, likewise.\",\"timestamp\":\"00:00:28\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Looking forward to the discussion.\",\"timestamp\":\"00:00:31\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"I'll have another team member joining me.\",\"timestamp\":\"00:00:33\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Jason here should be hopping on here in just a moment.\",\"timestamp\":\"00:00:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Great.\",\"timestamp\":\"00:00:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sounds good.\",\"timestamp\":\"00:00:40\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Sean, where are you?\",\"timestamp\":\"00:01:06\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Where are based?\",\"timestamp\":\"00:01:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Flagstaff, Okay.\",\"timestamp\":\"00:01:11\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Got you.\",\"timestamp\":\"00:01:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"A couple hours north of Asset Preservation.\",\"timestamp\":\"00:01:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:01:19\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"How about you?\",\"timestamp\":\"00:01:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm out of Chicago.\",\"timestamp\":\"00:01:21\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Chicago suburbs, western suburbs of Chicago.\",\"timestamp\":\"00:01:24\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"then Jason who's joining is on, I think he's out of Utah, I believe.\",\"timestamp\":\"00:01:26\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"So close to you guys over there.\",\"timestamp\":\"00:01:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:01:33\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"I still have never been to Chicago.\",\"timestamp\":\"00:01:34\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:01:49\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"My impression of Chicago, my grandfather is from there.\",\"timestamp\":\"00:01:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So my impression of Chicago is like pre, and he moved, he left when, during the, during what.\",\"timestamp\":\"00:01:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"During the war.\",\"timestamp\":\"00:02:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And so my impression of Chicago is like, from a teenager in the 20s, or 30s, or whatever.\",\"timestamp\":\"00:02:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, that's the only reference I have.\",\"timestamp\":\"00:02:10\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"I wager that that's probably a little bit different from that time period.\",\"timestamp\":\"00:02:13\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Can't personally vouch for it.\",\"timestamp\":\"00:02:18\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"But yeah, no, I love it.\",\"timestamp\":\"00:02:22\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"I mean, I've been out of the suburbs, mostly my entire life.\",\"timestamp\":\"00:02:25\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"So I've never lived in the city city, but traveled to it pretty frequently.\",\"timestamp\":\"00:02:30\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"about an hour away from it.\",\"timestamp\":\"00:02:35\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"So we love it.\",\"timestamp\":\"00:02:36\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, it's a it's fun city, especially in the summer.\",\"timestamp\":\"00:02:39\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Winters get a little bit annoying.\",\"timestamp\":\"00:02:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, I don't know.\",\"timestamp\":\"00:02:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I love the West.\",\"timestamp\":\"00:02:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know if I'd ever make it out of the West, but those winters seem rough.\",\"timestamp\":\"00:02:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We get snow here in Flagstaff, but it, you know, it's mostly, it comes in dumps and then it's sunny and all melts off.\",\"timestamp\":\"00:03:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I don't know if I could deal with the constant snow.\",\"timestamp\":\"00:03:09\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:03:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Although we're supposed to have, we're supposed to have a pretty busy, hopefully with Elmino this winter we'll have a good winter for ski season.\",\"timestamp\":\"00:03:14\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, no kidding.\",\"timestamp\":\"00:03:23\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"All right.\",\"timestamp\":\"00:03:27\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm just gonna, I think Jason's trying to join maybe the, a different zoom link here.\",\"timestamp\":\"00:03:28\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"getting like an email, so I just popped in the, should be on here momentarily.\",\"timestamp\":\"00:03:33\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"There he is.\",\"timestamp\":\"00:03:43\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Hey Jason.\",\"timestamp\":\"00:03:44\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Hey, how's everybody?\",\"timestamp\":\"00:03:45\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Doing well.\",\"timestamp\":\"00:03:47\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"How about yourself?\",\"timestamp\":\"00:03:48\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Doing well.\",\"timestamp\":\"00:03:49\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Good, good.\",\"timestamp\":\"00:03:51\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"I was just sitting over in a quiet meeting by myself for a minute.\",\"timestamp\":\"00:03:52\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Wait, were you in the wrong, the zoom link here?\",\"timestamp\":\"00:03:57\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"I way, sitting there.\",\"timestamp\":\"00:03:59\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"go.\",\"timestamp\":\"00:03:59\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"What's going on?\",\"timestamp\":\"00:04:00\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"There's no way everybody's late.\",\"timestamp\":\"00:04:01\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, I got an email saying he popped in the other room, so I'm glad you're able to jump in here.\",\"timestamp\":\"00:04:03\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Autumn, are we waiting on Letty, or are we good to go?\",\"timestamp\":\"00:04:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Letty's note taker is here.\",\"timestamp\":\"00:04:18\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Autumn, you're talking, but you're on mute, so we're missing the great wisdom you're sharing with us.\",\"timestamp\":\"00:04:22\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, it wasn't very much wisdom.\",\"timestamp\":\"00:04:27\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"She may be running late.\",\"timestamp\":\"00:04:29\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"Let me call her real quick and see if she's coming.\",\"timestamp\":\"00:04:33\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, okay.\",\"timestamp\":\"00:04:36\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Sean, nice to meet you.\",\"timestamp\":\"00:04:43\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"How are you doing?\",\"timestamp\":\"00:04:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Good, thank you.\",\"timestamp\":\"00:04:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"How about yourself?\",\"timestamp\":\"00:04:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm doing well.\",\"timestamp\":\"00:04:50\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"It's early in the day, you know.\",\"timestamp\":\"00:04:53\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"We'll ask me again in eight hours how I'm doing, but right now, pretty good, pretty good.\",\"timestamp\":\"00:04:56\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Cool.\",\"timestamp\":\"00:05:10\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"I guess while Autumn's reached out to Letty, Sean, we can give you a little bit of context.\",\"timestamp\":\"00:05:11\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm sure you've probably gotten some already from Autumn and Letty, but intros on our end.\",\"timestamp\":\"00:05:15\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"So my name is Matt Hamm.\",\"timestamp\":\"00:05:21\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm an Account Advisor here at Carbon.\",\"timestamp\":\"00:05:22\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Been leading a lot of the conversation with both Autumn and Letty thus far around Carbon and demos and talking through what that could look like for bringing that in for the firm, for practice management.\",\"timestamp\":\"00:05:24\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Jason on our team is one of our sales engineers.\",\"timestamp\":\"00:05:37\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"So Jason, I'll let you give a brief intro.\",\"timestamp\":\"00:05:40\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:05:43\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:05:44\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Nice to meet you.\",\"timestamp\":\"00:05:44\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'm a recovering software engineer.\",\"timestamp\":\"00:05:45\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"I've been building software for about 30 years, most of that for the accounting industry.\",\"timestamp\":\"00:05:47\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And now I help kind of support the sales team here at Carbon, helping people talk about integrations.\",\"timestamp\":\"00:05:53\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"things out so I'm allowing\",\"timestamp\":\"00:05:59\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Having problems with, you know, migrations, how do we connect things, stuff like that.\",\"timestamp\":\"00:06:00\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So happy to talk through whatever we got going on today.\",\"timestamp\":\"00:06:03\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"I think we're talking mostly about FileMaker.\",\"timestamp\":\"00:06:07\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Is that right, Sean?\",\"timestamp\":\"00:06:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Not necessarily, no.\",\"timestamp\":\"00:06:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, we do use FileMaker, but we're moving away from it.\",\"timestamp\":\"00:06:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I don't think that.\",\"timestamp\":\"00:06:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll let you direct it then.\",\"timestamp\":\"00:06:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We have a solution that's built in FileMaker, but we are moving away to a standard, like, you know, stack, JavaScript and such with the Postgres back end.\",\"timestamp\":\"00:06:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I mean, regardless of where we're going, it's just to simplify it, just to say we're, it's a custom application that manages, you know, most of the contact management and various modules that relate to the business, you know, programs that we have.\",\"timestamp\":\"00:06:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"What's on as far as financials and taxes and things like that for the various clients that do different things.\",\"timestamp\":\"00:07:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Does that make sense?\",\"timestamp\":\"00:07:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, yeah, absolutely.\",\"timestamp\":\"00:07:12\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Looks like we've got everybody here now.\",\"timestamp\":\"00:07:14\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Do we want to start off with just give me a little bit of what you're hoping to do?\",\"timestamp\":\"00:07:16\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"We previously talked to Autumn and Letty, so I have kind of a little bit of an idea of where we're going.\",\"timestamp\":\"00:07:24\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"But let's talk about what questions you have.\",\"timestamp\":\"00:07:28\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"What are you hoping to be able to connect?\",\"timestamp\":\"00:07:33\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"What questions do have about how we support that?\",\"timestamp\":\"00:07:35\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"What's available from Carbon?\",\"timestamp\":\"00:07:38\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Or if you want me to give you the 65,000 foot view, I can kind of do a run pass and then you can do questions that are left over after that.\",\"timestamp\":\"00:07:40\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"What would be the most useful for you, Sean?\",\"timestamp\":\"00:07:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I guess just understanding which portions because we don't we handle a lot of this.\",\"timestamp\":\"00:07:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm assuming that\",\"timestamp\":\"00:07:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Based on what I've seen, Carbon does a lot of the same things that we're doing currently in our existing solution.\",\"timestamp\":\"00:08:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So just trying to figure out what portions Carbon will continue to do, what we'll be creating.\",\"timestamp\":\"00:08:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I guess I don't know where that break is yet between what we'll continue to do in FileMaker, what we're going to be integrating and those sorts of things.\",\"timestamp\":\"00:08:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I did talk to Leti briefly, but I don't know the software itself.\",\"timestamp\":\"00:08:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The API part, there's no problem.\",\"timestamp\":\"00:08:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I can figure that out.\",\"timestamp\":\"00:08:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But just understanding this is why we want to use Carbon and we need it integrated at these touchpoints.\",\"timestamp\":\"00:08:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We already have all of contacts inside our current system in the custom solution.\",\"timestamp\":\"00:08:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I don't want to, you know, we definitely don't want the users having to ...\",\"timestamp\":\"00:08:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So, you know, from a work perspective, but that just gives you the shivers on data integrity, right?\",\"timestamp\":\"00:09:03\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Like everything, you're going to have three copies, they're all three going to be different.\",\"timestamp\":\"00:09:09\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And then trying to try to get things to talk to each other becomes a nightmare.\",\"timestamp\":\"00:09:12\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, we definitely want to use integrations to keep things in sync between various systems.\",\"timestamp\":\"00:09:16\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Maybe let's flip it back around and have this as a broader discussion.\",\"timestamp\":\"00:09:21\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And then I can kind of check in on how we can do certain things and what's available.\",\"timestamp\":\"00:09:24\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So, Leti, Autumn, Matt, let's talk about what things we want to be in carbon, what things we anticipate still being in sort of a custom solution and what we want flowing back and forth between those.\",\"timestamp\":\"00:09:29\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Do we have any kind of a breakdown or an idea of how we're going to divide that at this point?\",\"timestamp\":\"00:09:45\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Is that still what we're hoping to figure out?\",\"timestamp\":\"00:09:51\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, uh, from what I would like is that.\",\"timestamp\":\"00:09:54\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"FileMaker remains the source of truth for all the data.\",\"timestamp\":\"00:10:00\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"They want to work out of Carbon because of the features that it offers with time billing, invoicing, has features for the organizers as well, and things of that nature.\",\"timestamp\":\"00:10:04\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't mind that, but what I need to ensure is that what they're doing in that system is relaying into FileMaker because, again, that's where the data needs to live.\",\"timestamp\":\"00:10:21\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"That's where the data needs to be, again, source of truth.\",\"timestamp\":\"00:10:36\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"The owner is going to be looking at that system, but it won't be in Carbon.\",\"timestamp\":\"00:10:41\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"And as I had discussed previously, there's no intention to change anything.\",\"timestamp\":\"00:10:45\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"We're improving our process and our systems right now with Sean in a\",\"timestamp\":\"00:10:55\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So essentially, this is a solution for our upcoming tax season, to be able to just live in an environment that's already kind of set up, but we have our process, and we have our dedicated area for the tax department, and all of the data that's coming out of carbon needs to be relayed in the routing, assigning notes.\",\"timestamp\":\"00:11:03\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"We have our SharePoint system where our files will live, as I think I've discussed, that we're removing GoFileRoom, which was our previous system that we used, I guess, essentially similar to what you guys do with your system, and we need to make sure that that's reliable.\",\"timestamp\":\"00:11:34\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, makes sense.\",\"timestamp\":\"00:12:02\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So let's kind of enumerate some things just so that we're getting on the record, all the things that we want to make sure we're connecting here.\",\"timestamp\":\"00:12:03\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"It sounds like for sure all of the contact information, we're editing contacts, we want to keep those in sync.\",\"timestamp\":\"00:12:12\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Is that, do you anticipate editing contacts?\",\"timestamp\":\"00:12:17\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"When you say FileMaker is the source of truth, for some firms, they want to say, okay, that's the only place we can edit contacts.\",\"timestamp\":\"00:12:21\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And then we want that to update out into Carbon and whatever else we're connected to.\",\"timestamp\":\"00:12:29\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Or do you want to be able to edit anywhere and have it sync up and you just need to make sure that FileMaker always has the latest version?\",\"timestamp\":\"00:12:34\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Correct.\",\"timestamp\":\"00:12:41\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:12:42\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't want people having to use three different systems to enter data, right?\",\"timestamp\":\"00:12:42\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"And I, there would be absolutely no point in using Carbon if we're having to edit and enter everything into FileMaker.\",\"timestamp\":\"00:12:46\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So again, it just needs to, what they're doing in Carbon needs to relay into FileMaker.\",\"timestamp\":\"00:12:54\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"And by\",\"timestamp\":\"00:12:59\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Vice versa, if someone's using, because we have an entire wealth management firm and multiple states, they're all using FileMaker.\",\"timestamp\":\"00:13:00\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"These are the advisor's clients and they're looking and they're making notes.\",\"timestamp\":\"00:13:08\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Their assistants are making notes.\",\"timestamp\":\"00:13:13\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"There's a lot of things going on aside from just the tax area that they may need information regarding, but they're not going to go into carbon.\",\"timestamp\":\"00:13:14\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm not giving them access to the system.\",\"timestamp\":\"00:13:23\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"This is solely for our tax department.\",\"timestamp\":\"00:13:25\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So what they do in FileMaker needs to also be reliable in carbon.\",\"timestamp\":\"00:13:28\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:13:33\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So Sean from your, yep, that is the correct API reference.\",\"timestamp\":\"00:13:34\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And you'll notice in there that we have a whole section on web hooks.\",\"timestamp\":\"00:13:38\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And so we can handle that going back and forth.\",\"timestamp\":\"00:13:42\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"have a number of contacts, I would say is the most common thing we're integrating with everybody.\",\"timestamp\":\"00:13:45\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"That's the, that's kind of the table stakes on integrations, right?\",\"timestamp\":\"00:13:50\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Every, every system wants to know about contacts.\",\"timestamp\":\"00:13:53\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And so that's where we start on everything.\",\"timestamp\":\"00:13:55\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's pretty common that we want to do a two-way sync like.\",\"timestamp\":\"00:13:57\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So if you're updating something in FileMaker or any other system, certainly you can push that change to Carbon, and then when we update something in Carbon, we'll let you know.\",\"timestamp\":\"00:14:00\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"don't have to do, you know, like if you're using CCH or something like that, sometimes you have to do these crazy things like checking every hour to see if anything's changed, stuff like that.\",\"timestamp\":\"00:14:10\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"We're not going to make you do that.\",\"timestamp\":\"00:14:18\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"We'll let you know when something changes, and so you can update it proactively.\",\"timestamp\":\"00:14:19\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So that gives me no heartburn at all.\",\"timestamp\":\"00:14:24\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"That's a pretty common thing that we do all the time.\",\"timestamp\":\"00:14:26\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Other things, I heard you say, assignments.\",\"timestamp\":\"00:14:29\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So when work items move from one professional to another, for example, you would want to know that and update your system in FileMaker, and I imagine that's a two-way as well.\",\"timestamp\":\"00:14:33\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"If you make reassignments and things in your existing system, you want to update that in Carbon or not necessarily that way?\",\"timestamp\":\"00:14:46\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I would imagine that everything's going to get updated in that sense with regard to assignments and routing.\",\"timestamp\":\"00:14:53\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Mm Mm-hmm.\",\"timestamp\":\"00:14:59\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"One stage to another in Carbon and just needs to be related to FileMaker.\",\"timestamp\":\"00:15:00\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't believe I would need the feature both ways in that sense.\",\"timestamp\":\"00:15:04\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"it's easier, whatever works better.\",\"timestamp\":\"00:15:11\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, we're going to support two-way sync on any of those, but if you've ever built any kind of a keep things in sync system, if it can go one way, it's always easier than if you've got to keep it in sync in both directions.\",\"timestamp\":\"00:15:15\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's contacts, we can say, okay, that one needs to go both directions, but statuses will say assignments and routing, that's all going to be managed in Carbon, but you need that for reporting and visibility purposes over in FileMaker.\",\"timestamp\":\"00:15:29\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So we'll need to sync in that direction is what you're saying, right?\",\"timestamp\":\"00:15:43\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, I think so.\",\"timestamp\":\"00:15:48\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"mean, the clients are...\",\"timestamp\":\"00:15:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"What are work items and work schedules?\",\"timestamp\":\"00:15:51\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:15:54\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So work item is what a lot of people would call a project\",\"timestamp\":\"00:15:55\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, we use engagement a little bit differently too.\",\"timestamp\":\"00:16:00\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"This is always the fun thing on getting systems connected is getting your terminology lined up, right?\",\"timestamp\":\"00:16:02\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"What do we mean in each side?\",\"timestamp\":\"00:16:08\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So what some systems will call clients, we would call contacts or organizations.\",\"timestamp\":\"00:16:09\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"You may already have that division.\",\"timestamp\":\"00:16:16\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"What some systems would call projects, we would call a work item.\",\"timestamp\":\"00:16:19\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So that's, depending on a service line, that's an audit or that's a tax return or that's a monthly bookkeeping project or, you know, whatever it is that we're tracking.\",\"timestamp\":\"00:16:24\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Each of those becomes a work item.\",\"timestamp\":\"00:16:33\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"That's where you have your assignment, your current status, your routing history, all of that kind of stuff.\",\"timestamp\":\"00:16:36\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"A work schedule may or may not come into play here.\",\"timestamp\":\"00:16:41\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"That's where we're talking about, you know, when we're getting into scheduling and timesheets, we're moving kind of over into more time tracking and resources.\",\"timestamp\":\"00:16:46\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't know if that's on the table here for what you want to integrate.\",\"timestamp\":\"00:17:00\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Are you planning to track time in carbon and have that sync out to an external system?\",\"timestamp\":\"00:17:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, we do that currently in the current system, so I would imagine that it needs to be done somewhere.\",\"timestamp\":\"00:17:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's a very simple setup we have for tracking time, but there is an area to do that.\",\"timestamp\":\"00:17:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I don't know what their intention is, but I would assume that the bullets would continue.\",\"timestamp\":\"00:17:26\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:17:33\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:17:34\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Totally doable in carbon.\",\"timestamp\":\"00:17:34\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Again, that would come through the time sheets.\",\"timestamp\":\"00:17:36\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Time sheets have time entries, and that'll give you that, you know, Matt worked for two hours for this project doing this task, and even if Matt put in comments as he logged that time, that would all be captured in that time sheet that you could drill down into.\",\"timestamp\":\"00:17:38\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"What about billing?\",\"timestamp\":\"00:17:57\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"we planning to do invoicing?\",\"timestamp\":\"00:17:58\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Is Carbon or is this time that you would pull into another system and build invoices?\",\"timestamp\":\"00:18:00\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"What's our hope there in an ideal situation?\",\"timestamp\":\"00:18:04\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Leti?\",\"timestamp\":\"00:18:08\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Adam?\",\"timestamp\":\"00:18:11\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Not sure yet?\",\"timestamp\":\"00:18:12\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"No, I would like to have the invoices attached to the returns.\",\"timestamp\":\"00:18:14\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:18:18\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And then feed back out because it connects to QuickBooks.\",\"timestamp\":\"00:18:20\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:18:24\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And feed back out.\",\"timestamp\":\"00:18:25\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"So Sherry has that information.\",\"timestamp\":\"00:18:26\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:18:28\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So depending on how you're handling payments, for example, I don't want to drill too down into this.\",\"timestamp\":\"00:18:29\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"This is stuff Matt can go over with you as far as what's available in Carbon and what your plan is to use different things.\",\"timestamp\":\"00:18:36\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"But certainly you can generate invoices in Carbon, super convenient that way because, of course, all the time is logged in there and whatever.\",\"timestamp\":\"00:18:41\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And if this whole, you know, service line is all in Carbon, then that works out really nicely.\",\"timestamp\":\"00:18:48\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And then if you needed to pull that data to get it over into your GL or something.\",\"timestamp\":\"00:18:55\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"For example, or into a reporting solution.\",\"timestamp\":\"00:19:00\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"That can be done through the API as well.\",\"timestamp\":\"00:19:02\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And even to the point of payments, if you want to take payments directly in Carbon, again, super convenient for your customers and very easy to keep that all in one place, then you could get that data out of Carbon.\",\"timestamp\":\"00:19:04\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Or conversely, some firms say, well, no, we have this payment setup that we want to stick with.\",\"timestamp\":\"00:19:16\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"You could get your invoices out of Carbon, feed them into that other system.\",\"timestamp\":\"00:19:22\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"When payments come in, you could record those payments in Carbon through the API.\",\"timestamp\":\"00:19:26\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So a lot of flexibility on how we're getting all of this data in and out.\",\"timestamp\":\"00:19:31\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"As you're drilling down through that, Sean, any questions as you're looking at the API itself?\",\"timestamp\":\"00:19:36\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"I know there's a lot of terminology and things that would be specific to us that, you know, you may want clarification on.\",\"timestamp\":\"00:19:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Organizations are just companies versus individuals.\",\"timestamp\":\"00:19:48\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Exactly.\",\"timestamp\":\"00:19:53\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"A contact is an individual versus an organization.\",\"timestamp\":\"00:19:54\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And they all act basically like clients.\",\"timestamp\":\"00:19:57\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"listening Rod Yeah.\",\"timestamp\":\"00:19:59\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"You'll see the term client used in some of the other APIs.\",\"timestamp\":\"00:20:00\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"A client is an organization or a contact, basically.\",\"timestamp\":\"00:20:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"then the files, is that something that you're working with the place for clients or organizations to actually upload their tax documents and things like that?\",\"timestamp\":\"00:20:08\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Is that how it works?\",\"timestamp\":\"00:20:20\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So there's a couple of ways that documents can get into Carbon.\",\"timestamp\":\"00:20:22\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"We have a client portal, and so they can go into the portal and see that you've got these, you know, 15 documents that you need from them and then check those off as they upload them.\",\"timestamp\":\"00:20:26\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Those would all be available under that Files API.\",\"timestamp\":\"00:20:35\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"The other option for getting files into Carbon, and you know, we all don't want our customers to do this, but we all know that they do, is if they email us files.\",\"timestamp\":\"00:20:38\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Carbon's very smart about getting those files routed to the right place.\",\"timestamp\":\"00:20:51\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Most of the time I would say it can do it without any interaction.\",\"timestamp\":\"00:20:55\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"wants the immediate response matters.\",\"timestamp\":\"00:20:59\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"you\",\"timestamp\":\"00:20:59\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"It knows from the context who the client is, what you're working on, whatever, how to get that routed to the right place.\",\"timestamp\":\"00:21:00\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"If it can't figure that out for sure, it'll just ask and it'll give you a short context.\",\"timestamp\":\"00:21:06\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So it'll say, hey, this came from Letty.\",\"timestamp\":\"00:21:11\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"You're working on two projects with her and I'm not clear what document this is.\",\"timestamp\":\"00:21:14\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And you just click which one and it'll get it to the right place.\",\"timestamp\":\"00:21:19\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Then all that's available through that API if you need to sync that somewhere.\",\"timestamp\":\"00:21:22\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Now, secondary to that, though, we have our SharePoint integration.\",\"timestamp\":\"00:21:26\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So we'll also, when those documents come in, however they come in, we will, if you set this up and by set it up, I mean, you know, just set up SharePoint and then click the little button that says, yeah, put everything in SharePoint.\",\"timestamp\":\"00:21:31\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"We'll copy those documents over to SharePoint as well.\",\"timestamp\":\"00:21:43\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Now you've got SharePoint's API that you can do whatever you want with to get those documents in and out of SharePoint as well.\",\"timestamp\":\"00:21:45\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"If you've already got stuff set up with SharePoint, it's just going to continue to work.\",\"timestamp\":\"00:21:52\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And when people send documents to Carbon, we'll copy it to SharePoint and whatever you've ordered.\",\"timestamp\":\"00:21:55\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"We've got working with SharePoint.\",\"timestamp\":\"00:22:00\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"We'll just continue to work at that point.\",\"timestamp\":\"00:22:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:22:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And does your, you mentioned the billing, does that integrate with QuickBooks?\",\"timestamp\":\"00:22:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Do you have those?\",\"timestamp\":\"00:22:11\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm not the expert in this area.\",\"timestamp\":\"00:22:15\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"I can talk a little bit about it.\",\"timestamp\":\"00:22:17\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Matt's going to keep me honest, maybe.\",\"timestamp\":\"00:22:19\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"I just noticed you had some, you had some integrations somewhere when I was jumping through things.\",\"timestamp\":\"00:22:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I didn't know, I didn't see that in there, but I was just.\",\"timestamp\":\"00:22:27\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, no, we have been a long time partner with Intuit and our integration with QuickBooks is long standing.\",\"timestamp\":\"00:22:29\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And so we will push invoices into QuickBooks and sync payments, regardless of which direction those come from.\",\"timestamp\":\"00:22:36\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"We also have a time component.\",\"timestamp\":\"00:22:44\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"If QuickBooks is what you're using as your master source of truth for time, you can get those time entries that are logged in carbon synced over to what's QuickBooks is time.\",\"timestamp\":\"00:22:46\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you.\",\"timestamp\":\"00:22:59\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Tracking tool, don't remember off the top of my head, but that integration will keep those in sync back and forth as well.\",\"timestamp\":\"00:23:00\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So, yeah, it's a pretty good integration with QuickBooks.\",\"timestamp\":\"00:23:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:23:14\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So all those things I was just saying you could do through the API, if QuickBooks is your target, you don't need to do that.\",\"timestamp\":\"00:23:14\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"That'll be taken care of by that existing integration.\",\"timestamp\":\"00:23:20\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:23:28\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"What other questions have we got about capability or just about looking at the API itself, terminology?\",\"timestamp\":\"00:23:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hang on one second.\",\"timestamp\":\"00:23:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:23:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I lost my place here.\",\"timestamp\":\"00:23:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is, on our end, do we know if we're using client groups?\",\"timestamp\":\"00:24:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is that something that is interest to us?\",\"timestamp\":\"00:24:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I can assume what that is.\",\"timestamp\":\"00:24:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"don't really, from Carbon's side, I don't need to know.\",\"timestamp\":\"00:24:11\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"just curious.\",\"timestamp\":\"00:24:14\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Autumn?\",\"timestamp\":\"00:24:17\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"Client groups, like in a sense of...\",\"timestamp\":\"00:24:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I imagine it's just a way to organize clients into groups of individuals.\",\"timestamp\":\"00:24:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, oftentimes...\",\"timestamp\":\"00:24:28\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"For whatever reason that...\",\"timestamp\":\"00:24:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sorry.\",\"timestamp\":\"00:24:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, no, sorry, paid off, Sean.\",\"timestamp\":\"00:24:31\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, oftentimes we see firms who have maybe multiple different service lines who run bookkeeping, tax, advisory, and just want to keep clients grouped together by service line.\",\"timestamp\":\"00:24:33\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"We see it often used, but for you guys kind of being more straightforward, I think it's probably something...\",\"timestamp\":\"00:24:43\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"You can still use it to like even subset your tax clients if you'd like, but just kind of up to you guys on how you want to organize that within Carbon.\",\"timestamp\":\"00:24:49\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"I think it would only be...\",\"timestamp\":\"00:24:58\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"be...\",\"timestamp\":\"00:24:59\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"By like 1040, I mean, groups for extensions, groups for 1120 S's.\",\"timestamp\":\"00:25:00\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"I want to differentiate here because there's two different concepts we're talking about.\",\"timestamp\":\"00:25:06\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:25:10\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"There's client groups, which is more of a, like, subsidiary kind of relationship.\",\"timestamp\":\"00:25:11\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"If there's a parent company and they own four companies, that might be a client group that kind of acts as one client, rolling up, you know, kind of reporting data, things like that.\",\"timestamp\":\"00:25:19\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And then we have segments, which is more kind of what Matt's talking about, where we can say, everybody that's a 1040, let me put them in this segment so that I can see those all on a work view, I can see those all on a report, things like that.\",\"timestamp\":\"00:25:30\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:25:45\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"So, yeah, the client groups, yes, because we already have that in FileMaker, where this is the main client and this client is out to different returns.\",\"timestamp\":\"00:25:46\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"You do that to the relationship.\",\"timestamp\":\"00:25:57\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"you.\",\"timestamp\":\"00:25:59\"},{\"speaker\":{\"display_name\":\"Autumn Lawrence\",\"matched_calendar_invitee_email\":null},\"text\":\"Sean.\",\"timestamp\":\"00:26:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"What's that?\",\"timestamp\":\"00:26:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's done through the relationship.\",\"timestamp\":\"00:26:03\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"We have the main client and then any entities that they have are built within the relationship to keep them together.\",\"timestamp\":\"00:26:06\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:26:16\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So that can...\",\"timestamp\":\"00:26:17\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, are you talking about Ian, your existing...\",\"timestamp\":\"00:26:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like spouses?\",\"timestamp\":\"00:26:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is that what you're talking about?\",\"timestamp\":\"00:26:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You're talking about like family members and spouses?\",\"timestamp\":\"00:26:22\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"It's in the relationship area, yes.\",\"timestamp\":\"00:26:24\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"But I made it so that it allows us to use it for the entities.\",\"timestamp\":\"00:26:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:26:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, we may just need to review how you're using it once we get started.\",\"timestamp\":\"00:26:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"think there's probably a little bit of that that's up in the air.\",\"timestamp\":\"00:26:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I need to understand how you want to use that and integrate it.\",\"timestamp\":\"00:26:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If we want to want to do something with the groups, the tag groups that we have in the current system versus this, I don't know if that relates or not.\",\"timestamp\":\"00:26:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:26:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I know where I was going with that, but...\",\"timestamp\":\"00:26:57\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"We have...\",\"timestamp\":\"00:26:59\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Relationships as well.\",\"timestamp\":\"00:27:00\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So, you know, like Sean's saying, it just kind of depends on how you want to use all these structures.\",\"timestamp\":\"00:27:01\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"There's lots of ways to overload them and kind of use them how you want them.\",\"timestamp\":\"00:27:05\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"But there's obviously the client groups for related entities, but there's also proper relationships if you've got, you know, individuals who are in a family, for example, or, you know, parent-child relationships that are, you're doing those returns together or something like that.\",\"timestamp\":\"00:27:09\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And then organizations can have contacts related.\",\"timestamp\":\"00:27:27\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So you could even create a family organization and put all the family members in there, for example.\",\"timestamp\":\"00:27:32\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So there's, there's lots of ways to structure that.\",\"timestamp\":\"00:27:36\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"It's very flexible.\",\"timestamp\":\"00:27:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Question about the webhooks.\",\"timestamp\":\"00:27:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"When it says contact created or updated, what, what does updated cover?\",\"timestamp\":\"00:27:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like if we receive a new file with that?\",\"timestamp\":\"00:27:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Would a webhook that's related to the contact?\",\"timestamp\":\"00:28:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That would not send a contact webhook.\",\"timestamp\":\"00:28:02\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"That would send a file webhook.\",\"timestamp\":\"00:28:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I didn't see file in here as one of the webhooks.\",\"timestamp\":\"00:28:09\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"It's fairly new.\",\"timestamp\":\"00:28:13\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"It may not be in the documentation.\",\"timestamp\":\"00:28:14\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"That's auto-generated, so it tends to stay fairly up to date, but it may not be in there yet.\",\"timestamp\":\"00:28:16\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Let me see.\",\"timestamp\":\"00:28:23\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, it's not listed there, but we do have that.\",\"timestamp\":\"00:28:27\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Spoiler alert.\",\"timestamp\":\"00:28:31\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"But yeah, the webhooks tend to be just about the object itself.\",\"timestamp\":\"00:28:33\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So a contact webhook is going to be when anything directly in that contact changes.\",\"timestamp\":\"00:28:38\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So contact information, tax ID numbers, relationships, you know, what else.\",\"timestamp\":\"00:28:44\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"If you go look at the contact object there in the API, you can see it's pretty robust.\",\"timestamp\":\"00:28:51\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"It has a lot of stuff under it.\",\"timestamp\":\"00:28:58\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So,\",\"timestamp\":\"00:28:59\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"If any of that changes, that's when we're going to get that webhook.\",\"timestamp\":\"00:29:00\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Same thing with a work item.\",\"timestamp\":\"00:29:03\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"It's going to be anything directly on that or anything related to the notes are going to be specifically on that.\",\"timestamp\":\"00:29:06\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So it doesn't cascade as much necessarily to other objects as it is when that object changes.\",\"timestamp\":\"00:29:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Gotcha.\",\"timestamp\":\"00:29:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is there anything, because I can already tell you, they'll expect this stuff to come in.\",\"timestamp\":\"00:29:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We've struggled with this, and this is one of the reasons they're moving away from the Thomson Reuters stuff is that their API was pretty lousy.\",\"timestamp\":\"00:29:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There was no webhooks and the queries were pretty lousy, like you couldn't query by last modified or anything like that.\",\"timestamp\":\"00:29:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is there any big features in here that are included on the back end that aren't included in the API that you know of that I should know about?\",\"timestamp\":\"00:29:50\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Sure.\",\"timestamp\":\"00:30:01\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Let me try to think off the top of my head what comes to mind.\",\"timestamp\":\"00:30:02\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"It's a fairly robust API, but it is driven by client requests.\",\"timestamp\":\"00:30:05\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So, you know, if there's things that people don't typically do, sometimes it's not covered by the API.\",\"timestamp\":\"00:30:12\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm trying to think of examples of that.\",\"timestamp\":\"00:30:18\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Some stuff like, there's a pretty robust surface area for getting time out of carbon through the API.\",\"timestamp\":\"00:30:20\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Not really so much for putting time in.\",\"timestamp\":\"00:30:29\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So, for example, you were tracking time in another tool and wanted to feed that into carbon.\",\"timestamp\":\"00:30:31\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"It's not something we get a lot of requests for.\",\"timestamp\":\"00:30:35\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"We haven't built that out and made it very robust, but I get that request periodically.\",\"timestamp\":\"00:30:37\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And that's not something you've mentioned.\",\"timestamp\":\"00:30:43\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"I was just trying to think of an example for transparency.\",\"timestamp\":\"00:30:44\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm trying to think of something else that I get asked.\",\"timestamp\":\"00:30:48\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"There's not a lot, honestly.\",\"timestamp\":\"00:30:52\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Usually, most of the things people are trying to do are fairly well.\",\"timestamp\":\"00:30:54\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"We do a release every week to two weeks from the API team.\",\"timestamp\":\"00:31:00\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"We have a whole team that just works on API, and that's all driven by customer requests.\",\"timestamp\":\"00:31:08\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's pretty, you know, it stays pretty fresh, it stays pretty responsive, and there's not a whole lot that people ask for that isn't in there.\",\"timestamp\":\"00:31:12\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"I can only think of that one example.\",\"timestamp\":\"00:31:23\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm sure there are others, but that's the one that's coming to my mind.\",\"timestamp\":\"00:31:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, no problem.\",\"timestamp\":\"00:31:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"As far as like the get queries and all that is, is there, there's looks like there's pretty good filters in here.\",\"timestamp\":\"00:31:29\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, it just uses kind of standard OData kind of querying.\",\"timestamp\":\"00:31:37\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So that's a thing maybe we could say.\",\"timestamp\":\"00:31:42\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"It has OData querying with kind of the most common filters you would put in, but it's not like a SQL query where you could really dig in and filter on anything.\",\"timestamp\":\"00:31:45\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And slice and dice.\",\"timestamp\":\"00:31:57\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"However, there is.\",\"timestamp\":\"00:31:59\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So, you know, if you need to get in and slice and dice your data.\",\"timestamp\":\"00:32:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, I mean, I think for the most part, we'll be, we'll be pulling everything out.\",\"timestamp\":\"00:32:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I'm not terribly worried about that.\",\"timestamp\":\"00:32:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just, I, you know, as far as, as far as webhooks, if we, if we miss one or something like that, I just want to make sure there's a, there's some kind of fall, there's a good fallback.\",\"timestamp\":\"00:32:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It doesn't have to be overly complicated.\",\"timestamp\":\"00:32:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just, you know, I run into very good APIs and very bad APIs over the years.\",\"timestamp\":\"00:32:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then obviously APIs where you, it looks good on the surface and then you get in there and you're like, holy cow, they're just missing like a whole section.\",\"timestamp\":\"00:32:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like you mentioned, we just can't do something that we need to do.\",\"timestamp\":\"00:32:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So, you know, it just is a, it's a mixed bag.\",\"timestamp\":\"00:32:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So, I mean, the, the, this looks, this looks decent at first glance, you know?\",\"timestamp\":\"00:32:44\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So, but again, sometimes you don't know until you start digging, you'll start putting it together.\",\"timestamp\":\"00:32:49\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:32:55\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"I've been in your chair.\",\"timestamp\":\"00:32:56\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"know exactly what you're saying.\",\"timestamp\":\"00:32:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:33:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, usually you can tell if it's not organized.\",\"timestamp\":\"00:33:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If you get what I got from Thompson Reuters, I just figured it was going to be a horrible experience.\",\"timestamp\":\"00:33:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"This definitely doesn't look like that.\",\"timestamp\":\"00:33:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So that's good.\",\"timestamp\":\"00:33:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Let's see what else is in here.\",\"timestamp\":\"00:33:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Teams?\",\"timestamp\":\"00:33:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know that we'd use Teams, but we can talk about that.\",\"timestamp\":\"00:33:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:33:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't have anything else.\",\"timestamp\":\"00:33:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think we just need to sit down on our end and kind of probably walk through workflows and see what everybody's going to be doing.\",\"timestamp\":\"00:33:33\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And to your point that you just made, you know, having done this a million times, I'll say you're not going to have questions right now until you start trying to move data back and forth.\",\"timestamp\":\"00:33:41\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And that's when we go, here's how I'm representing this data.\",\"timestamp\":\"00:33:53\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"How do I make your data look like that?\",\"timestamp\":\"00:33:55\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Or how do I get that same sort of thing?\",\"timestamp\":\"00:33:57\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"And...\",\"timestamp\":\"00:33:59\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"That's when, you know, we're not disappearing at that point.\",\"timestamp\":\"00:34:00\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"When you have questions, just send them over at that point and we'll help you sort through how do you do that in the API or how do you update that or whatever the case is.\",\"timestamp\":\"00:34:02\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"The thing like, hey, I want to know when a document's uploaded and you don't see that in the documentation.\",\"timestamp\":\"00:34:13\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"I can tell you where that is until it gets in the documentation.\",\"timestamp\":\"00:34:17\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm surprised it's not there because that stays pretty up to date.\",\"timestamp\":\"00:34:20\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"But, you know, that sort of thing, I can help you with.\",\"timestamp\":\"00:34:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, even if it's not, mean, I'm not so, I mean, the webhooks are definitely nice to have, but I'm still going to build fallbacks anyways.\",\"timestamp\":\"00:34:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So, you know, even if it wasn't in there, as long as there's a good way to say, hey, when was, you know, can I get all the belated, can I get all the latest files?\",\"timestamp\":\"00:34:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, they're fine with it, as long as I don't have to query the whole system, like we were doing before where we were basically looping through every record every time to find, you know, it was just ridiculous.\",\"timestamp\":\"00:34:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So, I mean, as long as there's good, simple queries, I'm happy to write the code.\",\"timestamp\":\"00:34:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Or to get that in there to have a query every five minutes to find new files.\",\"timestamp\":\"00:35:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Those are usually pretty simple queries.\",\"timestamp\":\"00:35:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"you know, webhooks are great, too.\",\"timestamp\":\"00:35:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We'll probably use both.\",\"timestamp\":\"00:35:09\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, the webhooks are nice because they just cut down on those extra queries.\",\"timestamp\":\"00:35:11\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"You know, you don't want to be asking things 100 times if we could just tell you when it happens.\",\"timestamp\":\"00:35:17\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"But like you said, sometimes there's an error.\",\"timestamp\":\"00:35:21\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Sometimes you don't catch one.\",\"timestamp\":\"00:35:25\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Sometimes, you know, whatever happens and you need to fall back.\",\"timestamp\":\"00:35:26\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"So for sure, I get that.\",\"timestamp\":\"00:35:29\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:35:35\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Anything else we can answer or help with?\",\"timestamp\":\"00:35:38\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm good on my email.\",\"timestamp\":\"00:35:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think I'm good.\",\"timestamp\":\"00:35:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Awesome.\",\"timestamp\":\"00:35:47\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Back to you, Matt.\",\"timestamp\":\"00:35:49\"},{\"speaker\":{\"display_name\":\"Jason Caldwell\",\"matched_calendar_invitee_email\":null},\"text\":\"Cool.\",\"timestamp\":\"00:35:51\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, there's other questions.\",\"timestamp\":\"00:35:52\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"And yeah, if you guys meet after this or something comes up, just, yeah, pop Jason and I a note.\",\"timestamp\":\"00:35:53\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"We'll get...\",\"timestamp\":\"00:35:58\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"But yeah, if there's no other questions or anything at this time, we'll wrap it up here.\",\"timestamp\":\"00:36:00\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you for your time.\",\"timestamp\":\"00:36:07\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Awesome.\",\"timestamp\":\"00:36:09\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you, guys.\",\"timestamp\":\"00:36:09\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you, guys.\",\"timestamp\":\"00:36:10\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:36:12\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Bye.\",\"timestamp\":\"00:36:12\"},{\"speaker\":{\"display_name\":\"Matt Hamm\",\"matched_calendar_invitee_email\":null},\"text\":\"Bye.\",\"timestamp\":\"00:36:13\"}],\"transcript_language\":\"en\",\"url\":\"https:\/\/fathom.video\/calls\/799946758\"}"},"script":"Fathom | Incoming Log"}
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-------------------------
URL: https://dev1.gofmhost.com/fmi/data/v1/databases/theboss/layouts/web__fathomLog/records
token:f52e8926e8cbb3a7d78ae7c85a2d10737153e3dfe06abccf1f50
Post Fields: {"fieldData":{"json_Received":"{\"action_items\":[{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Fix Lisa's Tax Office access; remove\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/800117828?timestamp=452.9999\",\"recording_timestamp\":\"00:07:32\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Build admin dashboard: past-due, annuities >6wks, AUM >6wks (signed\u2192today)\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/800117828?timestamp=776.9999\",\"recording_timestamp\":\"00:12:56\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Add Product column + filter to Pending Business\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/800117828?timestamp=2118.9999\",\"recording_timestamp\":\"00:35:18\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Add Asset Map fields: Full\/Partial + notes; detailed qualifications; per-line signatures; legend\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/800117828?timestamp=2847.9999\",\"recording_timestamp\":\"00:47:27\",\"user_generated\":false},{\"assignee\":{\"email\":null,\"name\":\"Rebecca Voyzey\",\"team\":null},\"completed\":false,\"description\":\"Create destination Asset Profiles for Asset Map transfers\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/800117828?timestamp=3233.9999\",\"recording_timestamp\":\"00:53:53\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Prevent stage 11 transition until Asset Map complete\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/800117828?timestamp=3553.9999\",\"recording_timestamp\":\"00:59:13\",\"user_generated\":false},{\"assignee\":{\"email\":null,\"name\":\"Rebecca Voyzey\",\"team\":null},\"completed\":false,\"description\":\"Email Sean Asset Map column list + Pending Business screenshot\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/800117828?timestamp=3687.9999\",\"recording_timestamp\":\"01:01:27\",\"user_generated\":false},{\"assignee\":{\"email\":null,\"name\":\"Rebecca Voyzey\",\"team\":null},\"completed\":false,\"description\":\"Test Pending Business updates sync to FileMaker; report issues to Sean\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/800117828?timestamp=4379.9999\",\"recording_timestamp\":\"01:12:59\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Add in-app docs: status triggers\/owners; spouse-synced fields\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/800117828?timestamp=4439.9999\",\"recording_timestamp\":\"01:13:59\",\"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\":\"2026-08-26T19:38:13Z\",\"crm_matches\":null,\"default_summary\":{\"markdown_formatted\":\"## Meeting Purpose\\n\\n[Review new FileMaker solution features and gather feedback.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=202.0)\\n\\n## Key Takeaways\\n\\n  - [**New Kanban View:** A powerful new Kanban view in Opportunities and Pending Business allows for visual tracking and drag-and-drop status changes, which will streamline Rebecca\u2019s audit of stages 11\u201312.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=1340.0)\\n  - [**Asset Map Redesign:** The Asset Map will be redesigned as a line-item table mirroring the Pending Business view. This will provide processors with a clear, actionable list of transfers, replacing the current confusing visual map.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=3391.0)\\n  - [**Critical Processor Dashboard:** A new dashboard will be built to surface key performance metrics for managers, including past-due items and cases stalled for \\\\>6 weeks, enabling proactive management.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=740.0)\\n  - [**User Testing & Feedback:** Sydney Bennett was identified as the primary user for testing the new UI and workflows, providing critical feedback from a standard user's perspective to accelerate development.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=1903.0)\\n\\n## Topics\\n\\n### Pending Business & Processor Workflow\\n\\n  - [**Desktop App Access:** A processor is testing the desktop app. While safe, Sean advised vigilance to confirm data syncs correctly with FileMaker.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=61.0)\\n  - [**Critical Need: Processor Dashboard**](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=740.0)\\n      - [**Why:** To enable proactive management of processor performance and prevent items from stalling.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=740.0)\\n      - [**Metrics:**](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=828.0)\\n          - **Past Due:** The \\\\#1 concern. The dashboard must show a summary of past-due items per processor.\\n          - [**Stalled Cases:** Flag items stuck for \\\\>6 weeks (from signed date) to identify non-ACAT transfers or other issues.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=833.0)\\n  - [**UI Feedback & Enhancements**](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=2084.0)\\n      - [**Product Column:** Add a dedicated \\\"Product\\\" column to the Pending Business view.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=2129.0)\\n          - [**Why:** Essential for filtering and reporting, especially for commissions.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=2188.0)\\n      - [**Destination\/Account Column:** Separate into two distinct columns for clarity.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=2227.0)\\n      - [**Layout:** The new card\/line view is approved; no changes are needed to the general layout.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=2084.0)\\n\\n### New Features: Opportunities & Kanban\\n\\n  - [**Admin-Defined Views:** Admins can now customize list views (filters, columns, grouping) and assign them to specific roles, users, or locations.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=1044.0)\\n  - [**Kanban View:** A new board format for visual tracking.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=1340.0)\\n      - [**Functionality:** Drag-and-drop cards to change status (currently enabled for `Status` field only).](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=1455.0)\\n      - [**Use Case:** Rebecca will use it to audit the written vs. closed business flow from stage 11 to 12.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=1386.0)\\n\\n### Asset Map Redesign\\n\\n  - [**Problem:** The current visual asset map is confusing and not actionable for processors.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=3391.0)\\n  - [**Solution:** Redesign the Asset Map as a line-item table mirroring the Pending Business view.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=3391.0)\\n      - [**Why:** To provide a clear, actionable list of transfers for processors.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=3454.0)\\n      - [**Action:** Rebecca will provide a screenshot with the required columns and definitions.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=3683.0)\\n  - [**Required Enhancements:**](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=2858.0)\\n      - [**Partial Transfers:** Add a \\\"Partial\\\" option with a note field to specify securities or amounts.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=2858.0)\\n      - [**Destination Qualifications:** Add a dropdown with specific account types (e.g., IRA, Roth IRA) to guide new account setup.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=3098.0)\\n      - [**Workflow:**](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=3581.0)\\n          - [**Trigger:** Moving an opportunity to stage 11 (Business Written) will require a completed Asset Map and trigger the creation of Pending Business line items.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=3538.0)\\n          - [**Locking:** The Asset Map must be locked after the stage 11 trigger to preserve a historical record.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=3581.0)\\n          - [**Signatures:** Add a way to mark individual transfers as \\\"signed\\\" on the Asset Map, as clients may sign items piecemeal.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=3625.0)\\n\\n### General Updates & Roadmap\\n\\n  - [**Contact Profiles:** The new layout is nearly ready for rollout.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=4010.0)\\n      - [**Pending:** Call logs and tasks need to be built.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=4041.0)\\n  - [**Power Lists:** Sean will expose this advanced list-building tool in Pending Business for complex reporting.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=4217.0)\\n  - [**In-App Training:** Sean is adding context-sensitive training guides to the UI.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=4346.0)\\n      - [**Action:** Add documentation on status triggers and department ownership.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=4454.0)\\n  - [**User Roles:** The current roles (Sales, Admin) are insufficient.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=4530.0)\\n      - [**Why:** New roles are needed to reflect departmental workflows (e.g., \\\"Processor,\\\" \\\"Hybrid Assistant\\\").](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=4530.0)\\n      - [**Benefit:** This will allow for more granular permissions, showing users only the statuses relevant to their role.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=4574.0)\\n\\n## Next Steps\\n\\n  - [**Sean:**](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=1004.0)\\n      - [Build the processor dashboard with past-due and stalled-case metrics.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=740.0)\\n      - [Redesign the Asset Map as a line-item table per Rebecca's specs.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=3391.0)\\n      - [Add \\\"Partial Transfer\\\" option and a note field to the Asset Map.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=2858.0)\\n      - [Add a \\\"Destination Qualification\\\" dropdown to the Asset Map.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=3098.0)\\n      - [Implement the Asset Map workflow trigger and locking mechanism.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=3581.0)\\n      - [Add a \\\"Product\\\" column to the Pending Business view.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=2129.0)\\n      - [Separate \\\"Destination\\\" and \\\"Account\\\" into two columns.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=2227.0)\\n      - [Expose the \\\"Power Lists\\\" feature in Pending Business.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=4217.0)\\n      - [Build the Call Logs and Tasks features for Contact Profiles.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=4041.0)\\n  - [**Rebecca:**](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=3683.0)\\n      - [Provide the Asset Map screenshot with required columns and definitions.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=3683.0)\\n      - [Test data sync between the desktop app and FileMaker using test line items.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=4391.0)\\n  - [**Drake:**](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=1903.0)\\n      - [Coordinate with Sydney Bennett to begin user testing and provide feedback.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=1903.0)\\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\/88381858418?pwd=4UyuxW4qXBBbVyNhI1YTsfm92Dpc2m.1\",\"recorded_by\":{\"email\":\"etechnologies34@gmail.com\",\"email_domain\":\"gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"recording_end_time\":\"2026-08-26T19:38:03Z\",\"recording_id\":177132163,\"recording_start_time\":\"2026-08-26T18:20:27Z\",\"scheduled_end_time\":\"2026-08-26T19:17:37Z\",\"scheduled_start_time\":\"2026-08-26T18:17:37Z\",\"share_url\":\"https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt\",\"shared_with\":\"no_teams\",\"title\":\"\ud83d\udc4b Hello, Lets talk about your FileMaker solution!  (Rebecca Voyzey)\",\"transcript\":[{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hi, Rebecca.\",\"timestamp\":\"00:00:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hi, Sean.\",\"timestamp\":\"00:00:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"How's it going?\",\"timestamp\":\"00:00:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:00:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"How are you?\",\"timestamp\":\"00:00:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm good.\",\"timestamp\":\"00:00:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm good.\",\"timestamp\":\"00:00:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Thanks.\",\"timestamp\":\"00:00:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Good.\",\"timestamp\":\"00:00:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Good.\",\"timestamp\":\"00:00:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Good.\",\"timestamp\":\"00:00:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So, um, actually Drake asked me if he could join our meeting.\",\"timestamp\":\"00:00:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"He had a couple of questions for you as well.\",\"timestamp\":\"00:00:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I was just going to message him and see if he wants to jump on too, but.\",\"timestamp\":\"00:00:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:00:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, I'll let him know he can jump on if he wants to.\",\"timestamp\":\"00:00:50\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So wanted to follow up with you on a few.\",\"timestamp\":\"00:00:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I know you're still actively working in there and everything, but I do have one processor who is kind of exploring the desktop app.\",\"timestamp\":\"00:01:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Is she good to go to work on actual current pending business in the desktop app as of now, or should she still be working out of WebDirect?\",\"timestamp\":\"00:01:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't think anybody has access to that yet.\",\"timestamp\":\"00:01:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, well, I do.\",\"timestamp\":\"00:01:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's probably because I'm an admin, right, I guess?\",\"timestamp\":\"00:01:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:01:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Got it.\",\"timestamp\":\"00:01:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:01:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean...\",\"timestamp\":\"00:01:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Can she work out of the WebDirect in the desktop?\",\"timestamp\":\"00:01:42\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Does that affect anything?\",\"timestamp\":\"00:01:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, that's fine.\",\"timestamp\":\"00:01:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I haven't given anybody access to anything that I wouldn't think that they could do.\",\"timestamp\":\"00:01:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't...\",\"timestamp\":\"00:01:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, I'd be happy for you...\",\"timestamp\":\"00:01:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So to like test it and make sure it's doing what you expect it's doing, but I would also make sure that you're very vigilant about that.\",\"timestamp\":\"00:02:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Like, gotcha.\",\"timestamp\":\"00:02:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:02:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"All right.\",\"timestamp\":\"00:02:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like about like, when I change something, does it change it in the system?\",\"timestamp\":\"00:02:09\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So a lot of people, they practice on myself.\",\"timestamp\":\"00:02:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I have line items that are actually like not real.\",\"timestamp\":\"00:02:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think we talked about that with Stuart.\",\"timestamp\":\"00:02:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, I'm working on a whole test profile, too.\",\"timestamp\":\"00:02:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So they're not in there.\",\"timestamp\":\"00:02:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's another thing that's like up there.\",\"timestamp\":\"00:02:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But the thing is to like I am I get pulled in different directions.\",\"timestamp\":\"00:02:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So like I'll put something in test it and then get pulled another direction.\",\"timestamp\":\"00:02:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like I can tell like I don't even know, like if you guys are cool with the layout, like I haven't gotten any feedback on anything.\",\"timestamp\":\"00:02:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So like there's a lot of changes in here and I don't know about giving it to everybody until you tell me like, hey, yeah, this is great.\",\"timestamp\":\"00:02:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"This is good enough for now.\",\"timestamp\":\"00:02:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like, I don't know.\",\"timestamp\":\"00:02:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, if you say that it is.\",\"timestamp\":\"00:02:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I believe you, nobody's given any feedback yet, which is either means nobody's doing it in there or they're.\",\"timestamp\":\"00:03:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, that's why we're meeting today partly as well.\",\"timestamp\":\"00:03:09\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"We've been messing around in there for the past few weeks and kind of seeing as things change what they do and what have you.\",\"timestamp\":\"00:03:13\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So, yeah.\",\"timestamp\":\"00:03:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay, well, maybe I should show you kind of just a couple more things I added and then you can tell me like what your opinion is.\",\"timestamp\":\"00:03:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sure.\",\"timestamp\":\"00:03:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because I started making some.\",\"timestamp\":\"00:03:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I don't know, since we talked, Rebecca, I made a lot of changes, I think.\",\"timestamp\":\"00:03:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, definitely.\",\"timestamp\":\"00:03:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So you may.\",\"timestamp\":\"00:03:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I haven't talked to Drake at all.\",\"timestamp\":\"00:03:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So.\",\"timestamp\":\"00:03:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, I'm sorry.\",\"timestamp\":\"00:03:41\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm sorry I'm late.\",\"timestamp\":\"00:03:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I was actually hung up on a call.\",\"timestamp\":\"00:03:43\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"No.\",\"timestamp\":\"00:03:45\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, I knew.\",\"timestamp\":\"00:03:45\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I saw Stuart and Will.\",\"timestamp\":\"00:03:46\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"was like, you guys are with Sean, you?\",\"timestamp\":\"00:03:48\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"She's like, yeah, we are.\",\"timestamp\":\"00:03:49\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's like, okay.\",\"timestamp\":\"00:03:50\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"But like, it's just kind of a daily thing I do is I pop in here and I just start clicking around.\",\"timestamp\":\"00:03:52\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So.\",\"timestamp\":\"00:03:58\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"is possible.\",\"timestamp\":\"00:03:59\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:03:59\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"did.\",\"timestamp\":\"00:03:59\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Seeing what each thing does without changing data per se, but just, you know, as I see new button, so.\",\"timestamp\":\"00:04:00\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, well, I'll just kind of go through the things I changed and it's fine.\",\"timestamp\":\"00:04:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm happy.\",\"timestamp\":\"00:04:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I wouldn't give you guys access if you didn't, if it wasn't like safe.\",\"timestamp\":\"00:04:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just think I'm not 100% sure of like is if you change this, does it change in FileMaker?\",\"timestamp\":\"00:04:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because I don't think I've tested these two columns.\",\"timestamp\":\"00:04:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I know they're in here.\",\"timestamp\":\"00:04:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know that I have tested them.\",\"timestamp\":\"00:04:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you change them, like I know, I think these are supposed to be a dropdown list.\",\"timestamp\":\"00:04:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And, oh, they are.\",\"timestamp\":\"00:04:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, maybe this one wasn't working.\",\"timestamp\":\"00:04:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:04:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, I don't know.\",\"timestamp\":\"00:04:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But then the whole, the concepts have kind of changed too.\",\"timestamp\":\"00:04:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So when I, you know, about how you select an asset and all that.\",\"timestamp\":\"00:04:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I want to talk to you guys about that.\",\"timestamp\":\"00:04:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And if that sort of works the way I have it set up as well.\",\"timestamp\":\"00:04:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But, and I want to jump back.\",\"timestamp\":\"00:04:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sorry, I'm to organize my thoughts first and then go forward.\",\"timestamp\":\"00:04:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:04:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So this all starts with opportunities.\",\"timestamp\":\"00:04:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Opportunities now, too.\",\"timestamp\":\"00:05:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Again, so opportunities, the assets get entered, they get, we put in a transfer, what do we call that?\",\"timestamp\":\"00:05:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Asset map.\",\"timestamp\":\"00:05:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Asset map goes, then everything moves to the pending business, and everything should flow, but it should flow through.\",\"timestamp\":\"00:05:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And haven't, like, fully tested and vetted that whole process yet, which is another thing, like when you say, is it ready to, you know, can we start having them use it?\",\"timestamp\":\"00:05:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yes and no, like that whole process probably isn't fully tested.\",\"timestamp\":\"00:05:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But that's the idea.\",\"timestamp\":\"00:05:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Anyways, as far as navigation is concerned, you've got all these filters, you've got the ability to group by now, you guys have kind of seen this, like you can physically group these or ungroup them by dragging them up here, like if you want to sort by status, you can do that.\",\"timestamp\":\"00:05:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It groups these, there's a collapse, if you want to see it all grouped together, you can open these up individually, you can add more filters, so you can really play around with this and dial it in.\",\"timestamp\":\"00:05:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"From left to right, we've got collapsible columns.\",\"timestamp\":\"00:05:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you don't want a particular column, you can do that.\",\"timestamp\":\"00:06:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"These are collabs right now, so you can't really see them.\",\"timestamp\":\"00:06:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But so I tried to group these.\",\"timestamp\":\"00:06:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll show you the reason I'm talking about this is I also made a big change in the opportunities themselves that I'll show you that we probably want to apply here as well.\",\"timestamp\":\"00:06:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I want to do it in one place to make sure that it's right before I deploy it across the whole system.\",\"timestamp\":\"00:06:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And it's as significant as a change as this all is, it's another significant change.\",\"timestamp\":\"00:06:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But just showing you all that.\",\"timestamp\":\"00:06:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then these are hard-coded buttons up here that do different things that I just let the AI kind of pick.\",\"timestamp\":\"00:06:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I was just curious to say, give me some things that you see as being potential issues.\",\"timestamp\":\"00:06:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But one big thing I was thinking about, like on this next update thing here, when it's assigned to, so it's\",\"timestamp\":\"00:06:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's assigned to Lisa here, and this one is past due, right, pretty significantly, and it's still open.\",\"timestamp\":\"00:07:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I don't know if that's something that is a warning, but I did put in here that that's a thing.\",\"timestamp\":\"00:07:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then also what I did is, as a manager now, what I can do, and I was showing Stuart this, is I can go in here.\",\"timestamp\":\"00:07:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know if I showed you this, and I can actually log in as Lisa, just to kind of see what she sees, just to make sure that what I expect it to do is what it does.\",\"timestamp\":\"00:07:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And she can't actually see pending business again.\",\"timestamp\":\"00:07:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"This is how I know she doesn't have access to pending business because I've used her before.\",\"timestamp\":\"00:07:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You see she doesn't see that, and I don't know why she has access to tax office.\",\"timestamp\":\"00:07:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That needs to be fixed.\",\"timestamp\":\"00:07:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But she probably shouldn't have access to that either.\",\"timestamp\":\"00:07:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"not sure if she brought any of these answers to this stuff, but I wanted to show you.\",\"timestamp\":\"00:08:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, I think my internet's down.\",\"timestamp\":\"00:08:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hello?\",\"timestamp\":\"00:08:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, you're cutting in and out.\",\"timestamp\":\"00:08:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Hello?\",\"timestamp\":\"00:08:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Hello?\",\"timestamp\":\"00:08:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hello?\",\"timestamp\":\"00:08:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yep.\",\"timestamp\":\"00:08:24\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Can hear us?\",\"timestamp\":\"00:08:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, it's our wonderful internet up here in Flagstaff.\",\"timestamp\":\"00:08:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hello?\",\"timestamp\":\"00:08:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, I can hear you.\",\"timestamp\":\"00:08:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:08:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I lost connection.\",\"timestamp\":\"00:08:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hello?\",\"timestamp\":\"00:08:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yep.\",\"timestamp\":\"00:08:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hello?\",\"timestamp\":\"00:08:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hello?\",\"timestamp\":\"00:08:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Hello?\",\"timestamp\":\"00:08:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hello.\",\"timestamp\":\"00:09:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hello.\",\"timestamp\":\"00:09:09\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Can you hear us?\",\"timestamp\":\"00:09:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Hello.\",\"timestamp\":\"00:09:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't think you can hear us.\",\"timestamp\":\"00:09:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Hi.\",\"timestamp\":\"00:09:32\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I can hear you.\",\"timestamp\":\"00:09:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, that's pretty bad.\",\"timestamp\":\"00:10:03\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:10:09\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Good.\",\"timestamp\":\"00:10:22\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Hello?\",\"timestamp\":\"00:10:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yep.\",\"timestamp\":\"00:10:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can hear me?\",\"timestamp\":\"00:10:34\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:10:35\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:10:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You can hear me?\",\"timestamp\":\"00:10:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:10:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Can you hear us?\",\"timestamp\":\"00:10:49\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"We can reschedule for when you get back if you need.\",\"timestamp\":\"00:11:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I can, but I think my connection is bad still.\",\"timestamp\":\"00:11:03\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I mean, that doesn't necessarily mean that the internet won't go out again up here.\",\"timestamp\":\"00:11:10\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I mean, it seems to be affecting the app, too.\",\"timestamp\":\"00:11:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They're working on the fiber in my neighborhood, so it could be that.\",\"timestamp\":\"00:11:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Affecting you guys?\",\"timestamp\":\"00:11:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Really?\",\"timestamp\":\"00:11:37\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, no, no, no.\",\"timestamp\":\"00:11:38\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm just seeing your screen.\",\"timestamp\":\"00:11:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, that would be a separate issue, I would think.\",\"timestamp\":\"00:11:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, yeah, yeah.\",\"timestamp\":\"00:11:47\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, that's not again.\",\"timestamp\":\"00:11:48\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:11:56\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Let's just open an email thread and see when a better time to reschedule is.\",\"timestamp\":\"00:12:06\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"We'll play with Rebecca.\",\"timestamp\":\"00:12:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's okay.\",\"timestamp\":\"00:12:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"mean, it's come back up now.\",\"timestamp\":\"00:12:14\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, okay.\",\"timestamp\":\"00:12:15\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So you're logged in as Lisa.\",\"timestamp\":\"00:12:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, and I just want to show you things like this where Lisa has 20 non-complete pending businesses that are assigned to her that are past due.\",\"timestamp\":\"00:12:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So just, you know, doing quick references like this, want to, if there's things like that, or I do want to draw attention to that, like as like, I would like to drive more of that, like in this area so that we as a team knows, like, you know, not to let those sorts of things happen.\",\"timestamp\":\"00:12:32\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You can say that in your documentation, and you can do those sorts of things in your training manuals, but we need to do that so that it's a constant reminder, right?\",\"timestamp\":\"00:12:50\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"And is that a plan for\",\"timestamp\":\"00:12:58\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"For admins to be able to view as other users as well?\",\"timestamp\":\"00:13:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, yeah, we could do that.\",\"timestamp\":\"00:13:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't see why not.\",\"timestamp\":\"00:13:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, I'd like to be able to view like all of them.\",\"timestamp\":\"00:13:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And if you could list it out, because like what I do is I audit for those past dues for each individual and then send it to them.\",\"timestamp\":\"00:13:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it'd be nice to have like a place where it's like Lisa's 20 past due, Jackie's 12 past due or what have you.\",\"timestamp\":\"00:13:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I know what each processor has past due.\",\"timestamp\":\"00:13:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Would that be possible?\",\"timestamp\":\"00:13:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So, yeah, we could totally do that in this user section.\",\"timestamp\":\"00:13:29\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I've been trying to think about how to sort of handle that, like do a dashboard in here or even just kind of or even just kind of maybe more of like a reporting department by department reporting to say, you know, who has what, right?\",\"timestamp\":\"00:13:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And what do you need to know?\",\"timestamp\":\"00:13:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Like I need to know from you guys what you need to know, what are the filters that you need to know?\",\"timestamp\":\"00:13:50\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So past due and then I also think ones that are taking a significant amount of time, like maybe.\",\"timestamp\":\"00:13:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"If an annuity is taking past, I don't know, six weeks, would be like a good thing to list so that we're just aware of those because usually I just filter for that amount of time to bring those up.\",\"timestamp\":\"00:14:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So yeah, past due, annuity past six weeks, maybe AUM past, same, I guess, because of non-ACAT.\",\"timestamp\":\"00:14:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So maybe make a rule for six weeks, anything that takes more than six weeks, it comes on to this page for whichever processor.\",\"timestamp\":\"00:14:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And that's from signed date, not age of the line.\",\"timestamp\":\"00:14:36\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, signed to today.\",\"timestamp\":\"00:14:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"timestamp\":\"00:14:46\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because the ages of the line, there might be a about if it's not getting, what about when time passes and it's not making any progress, they'll even be signed.\",\"timestamp\":\"00:14:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is that not something that's?\",\"timestamp\":\"00:14:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, those go into tasks and then they...\",\"timestamp\":\"00:14:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, they...\",\"timestamp\":\"00:14:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Check those occasionally to make sure that they're signed.\",\"timestamp\":\"00:15:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And if they're not signed after a certain amount of time, they stop doing an update date.\",\"timestamp\":\"00:15:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So they just kind of don't touch on it again.\",\"timestamp\":\"00:15:09\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They don't necessarily delete it, but, you know, because we have some.\",\"timestamp\":\"00:15:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"how long before it's just not going anywhere?\",\"timestamp\":\"00:15:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'd say like three months.\",\"timestamp\":\"00:15:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"done.\",\"timestamp\":\"00:15:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I give them a good amount of time because a lot of people, like they might be vacationing in Mexico.\",\"timestamp\":\"00:15:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They're retired and like some people do that, like, and then they'll sign when they come back.\",\"timestamp\":\"00:15:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So we kind of give it like three months for them to move forward on that.\",\"timestamp\":\"00:15:33\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"And in that case, it wouldn't just make more sense to put the update date out three months?\",\"timestamp\":\"00:15:39\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:15:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then we cancel after three months, if nothing.\",\"timestamp\":\"00:15:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So you would put the update date out three months?\",\"timestamp\":\"00:15:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:15:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Not just let it linger in the past?\",\"timestamp\":\"00:15:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, no.\",\"timestamp\":\"00:15:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They should always be.\",\"timestamp\":\"00:15:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So there should never trying to understand, like, what are the steps?\",\"timestamp\":\"00:15:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's like.\",\"timestamp\":\"00:15:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"like.\",\"timestamp\":\"00:15:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Sure.\",\"timestamp\":\"00:16:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So, so there should never be anything in past due.\",\"timestamp\":\"00:16:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's like you're late for, there's just a lot, like no matter who I look at, there's a lot in there.\",\"timestamp\":\"00:16:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:16:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I just threw it in there.\",\"timestamp\":\"00:16:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I didn't even know if it was something you cared about.\",\"timestamp\":\"00:16:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I just threw it in there or something.\",\"timestamp\":\"00:16:13\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's the number one thing I care about.\",\"timestamp\":\"00:16:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Like I actually made a list for them of what they should be doing per day.\",\"timestamp\":\"00:16:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And it's the only thing that is on that list twice.\",\"timestamp\":\"00:16:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"First thing in the morning, second thing, before they leave, they should be checking that everything is not sitting in past due, that there's nothing there.\",\"timestamp\":\"00:16:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So that's one of my biggest concerns is they're letting stuff kind of fall to the wayside or missing it or, you know.\",\"timestamp\":\"00:16:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Understood.\",\"timestamp\":\"00:16:41\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, I gotcha.\",\"timestamp\":\"00:16:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So one of the bigger changes and I, so I'll, I'll add in that dashboard.\",\"timestamp\":\"00:16:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So let me finish one talking point or the next.\",\"timestamp\":\"00:16:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll finish that.\",\"timestamp\":\"00:16:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll, I'll, I'll, I'll put that dashboard in there.\",\"timestamp\":\"00:16:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"At least give you.\",\"timestamp\":\"00:16:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"A place to start talking about this.\",\"timestamp\":\"00:17:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"put those few things in there so we can see that.\",\"timestamp\":\"00:17:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then feedback, right?\",\"timestamp\":\"00:17:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Let me know what else.\",\"timestamp\":\"00:17:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I'm going to opportunities to get the pending business, so bear with me.\",\"timestamp\":\"00:17:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I remember I said that I made some significant changes here, and I'll kind of show you what those are.\",\"timestamp\":\"00:17:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The first being that you, as an admin, you can now go in and define these buttons.\",\"timestamp\":\"00:17:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"OK, so up here in the upper left-hand corner, admins have this edit button.\",\"timestamp\":\"00:17:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I want to add this to the other areas, obviously, since this is all consistent.\",\"timestamp\":\"00:17:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I just did this in opportunities.\",\"timestamp\":\"00:17:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So when you go into edit mode, it brings up the actual items.\",\"timestamp\":\"00:17:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If you want to edit this particular one, you click here.\",\"timestamp\":\"00:17:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It brings up the button details.\",\"timestamp\":\"00:17:50\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then I made all of the most of the edits in line, because I think it makes more sense to actually see what's going on as you're editing.\",\"timestamp\":\"00:17:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, so I had an older way of doing this that I think was a little confusing.\",\"timestamp\":\"00:18:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So as you're editing this, you can put in all your filters and the different things.\",\"timestamp\":\"00:18:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I also added a ton more fields.\",\"timestamp\":\"00:18:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So these are all the fields up here.\",\"timestamp\":\"00:18:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can choose which fields you want to include.\",\"timestamp\":\"00:18:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then you can define the columns and the column grouping.\",\"timestamp\":\"00:18:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So again, the column grouping is this thing right here where you can collapse it.\",\"timestamp\":\"00:18:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And so you can see that up here.\",\"timestamp\":\"00:18:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And you can, if you want to give it a different color, a different icon for the column grouping, you can do that.\",\"timestamp\":\"00:18:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can select your own icon.\",\"timestamp\":\"00:18:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And again, this is only for admins to individual users.\",\"timestamp\":\"00:18:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't really want them doing this because I think they'll just probably give you more headaches than it's worth.\",\"timestamp\":\"00:18:40\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And the other thing here is you can assign who this goes to.\",\"timestamp\":\"00:18:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I don't think I have this fully flushed out because I want to expand on the roles a little bit more and give, you know, sales is one thing.\",\"timestamp\":\"00:18:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Admin is one thing, but I think we\",\"timestamp\":\"00:18:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I think I might, as far as the users are concerned, just so you know, this is where it is now, but I'll probably expand on this just to kind of let you guys define the user roles.\",\"timestamp\":\"00:19:02\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So if you want to say, like, there's a pending business A, pending business B, those are boring names, but you can embellish how you wanted and you would be able to, like, say or, you know, you could give it whatever levels you wanted and then be able to apply those.\",\"timestamp\":\"00:19:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's security roles throughout the system.\",\"timestamp\":\"00:19:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then I also just made it so you can give this to certain individuals.\",\"timestamp\":\"00:19:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if it's only, like, one person that needs access, and they're not part of that role, you can do that.\",\"timestamp\":\"00:19:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then locations as well.\",\"timestamp\":\"00:19:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like, if asset preservation needs this and Alpha 1 does not, because it's not important, you can do that.\",\"timestamp\":\"00:19:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Or you can obviously select all if that's what you wanted to do.\",\"timestamp\":\"00:19:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You have access to the full button design.\",\"timestamp\":\"00:19:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can change the color.\",\"timestamp\":\"00:19:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"color.\",\"timestamp\":\"00:19:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You\",\"timestamp\":\"00:19:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If you want to pretty much whatever you want, you can again add an icon.\",\"timestamp\":\"00:20:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can change the icon.\",\"timestamp\":\"00:20:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So if you want to change the icon, can see that that all works like that.\",\"timestamp\":\"00:20:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then you can ask it to like do a, to make Anthropic, give you a description if you want.\",\"timestamp\":\"00:20:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm not sure how I want to use that, but I don't know.\",\"timestamp\":\"00:20:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I had that somewhere else.\",\"timestamp\":\"00:20:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"threw that in there.\",\"timestamp\":\"00:20:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The biggest change to this, and I'm going to put, I'm going to do this like this.\",\"timestamp\":\"00:20:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm going to take a sign to, I'm going to put, am I doing it not working?\",\"timestamp\":\"00:20:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"it, I just broke something.\",\"timestamp\":\"00:20:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I, you should be\",\"timestamp\":\"00:20:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"able to drag it and drop it outside of the group, but for some reason, it's What's the drop here on the right?\",\"timestamp\":\"00:21:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, sorry.\",\"timestamp\":\"00:21:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So these are anchored right.\",\"timestamp\":\"00:21:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"These are anchored left.\",\"timestamp\":\"00:21:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Ah, okay.\",\"timestamp\":\"00:21:13\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Got it.\",\"timestamp\":\"00:21:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Got it.\",\"timestamp\":\"00:21:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So if I drop anything in here, you'll see when I scroll this, that appointment center will always stay there, anchored right.\",\"timestamp\":\"00:21:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, cool, cool.\",\"timestamp\":\"00:21:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Um, anyway, so that's how you edit that.\",\"timestamp\":\"00:21:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And when you save that, close your editing, whenever you go back to it, it's, nope, it is working.\",\"timestamp\":\"00:21:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you can see that, let me make this smaller so you can see how this works.\",\"timestamp\":\"00:21:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you can see how that stays anchored on the right.\",\"timestamp\":\"00:21:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So everything in the middle.\",\"timestamp\":\"00:21:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We'll scroll, but it always, so this is anchored left, so you can see these two columns are anchored left, this, this column's anchored right, and see how these, when I get down to a certain size, you see how that becomes relevant.\",\"timestamp\":\"00:22:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Got it.\",\"timestamp\":\"00:22:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, I like that.\",\"timestamp\":\"00:22:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So then another big change I made to this is this whole idea of Kanban.\",\"timestamp\":\"00:22:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you, again, again, you can group different ways, right?\",\"timestamp\":\"00:22:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But, like, let's say you wanted to see who's still interested, you've got that, but if you switch to the Kanban mode, it actually puts it into columns on the top.\",\"timestamp\":\"00:22:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Awesome.\",\"timestamp\":\"00:22:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So this is, that's not really what I wanted to show you, but what actually has more power, I think, here is, like, if you're, if you wanted to say, like,\",\"timestamp\":\"00:22:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Let's just filter by those statuses that you guys are kind of, I think, involved in, right?\",\"timestamp\":\"00:23:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Those last few.\",\"timestamp\":\"00:23:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If we switch that into Kanban, this is where this kind of gets cool because now you can see the statuses across.\",\"timestamp\":\"00:23:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:23:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because I audit stage 11 to 12, what was written versus what was closed.\",\"timestamp\":\"00:23:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So this will be really helpful for me to see what is written and what is closed that they're doing.\",\"timestamp\":\"00:23:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:23:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And so then the other thing is, is like when you're, when you're building these out, like, and you want to, when you want to build this out, if you say here that assigned to logged in, that's how you would say to this system, like, when you save this.\",\"timestamp\":\"00:23:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Now this becomes, whenever they select this item, that becomes always to select me.\",\"timestamp\":\"00:23:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:23:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So whenever I click this, I need to fix that.\",\"timestamp\":\"00:23:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"guidance.\",\"timestamp\":\"00:23:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:23:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It doesn't turn on and off.\",\"timestamp\":\"00:24:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It'll always select me.\",\"timestamp\":\"00:24:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then this is where it kind of gets cool that you can put the Kanban on and see exactly where you're at with all your stuff.\",\"timestamp\":\"00:24:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And you can even drag and drop.\",\"timestamp\":\"00:24:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The only one I've activated this for is status, because in some cases, I don't know I would want to do this.\",\"timestamp\":\"00:24:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But if you drag this and drop, it's the same thing as clicking the status to change it.\",\"timestamp\":\"00:24:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"For pending business, it'd be great to know what's been paid, what hasn't, like that kind of thing.\",\"timestamp\":\"00:24:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"What does Kanban mean?\",\"timestamp\":\"00:24:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's just this format.\",\"timestamp\":\"00:24:40\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Kanban is this format.\",\"timestamp\":\"00:24:42\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's just the format.\",\"timestamp\":\"00:24:43\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:24:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Kanban is a board.\",\"timestamp\":\"00:24:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Got it.\",\"timestamp\":\"00:24:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's for project management, and it just means that whatever grouping you make, it goes across the top.\",\"timestamp\":\"00:24:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So we can see our group by statuses, so that goes across the top.\",\"timestamp\":\"00:24:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I mean, whatever Whatever-\",\"timestamp\":\"00:24:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Filter, whatever filter you want to put in there, whether that's, even if we wanted to use like the, let's see, we wanted to add the, which it's not in here anymore.\",\"timestamp\":\"00:25:00\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Where's the follow-up date?\",\"timestamp\":\"00:25:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh wait, we don't have follow-up date opportunities.\",\"timestamp\":\"00:25:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But you can even put like this set of dates on top.\",\"timestamp\":\"00:25:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I guess we could just use this as a, as a appointment as a, oh, that one might not be working.\",\"timestamp\":\"00:25:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:25:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If you run into something like that, where that group isn't working, just let me know.\",\"timestamp\":\"00:25:35\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Sometimes I have to like think about programming it.\",\"timestamp\":\"00:25:37\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"doesn't, it doesn't do it automatically.\",\"timestamp\":\"00:25:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Let let me, let me real quick here.\",\"timestamp\":\"00:25:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Let's say we have like list seven date, like we did like something like this.\",\"timestamp\":\"00:25:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Let's see if that works.\",\"timestamp\":\"00:26:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, it's still not working.\",\"timestamp\":\"00:26:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I mean, even if it was dates, you can almost use it like a calendar.\",\"timestamp\":\"00:26:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like whatever date is in here, those dates would show along the top, right?\",\"timestamp\":\"00:26:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yep.\",\"timestamp\":\"00:26:13\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I mean, you can play around.\",\"timestamp\":\"00:26:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But you could use Appointment Setter as well.\",\"timestamp\":\"00:26:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And the other thing, so like even if you use Appointment Setter, for instance.\",\"timestamp\":\"00:26:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Dude, none of my groupings working here?\",\"timestamp\":\"00:26:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Let's do Assigned.\",\"timestamp\":\"00:26:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I know I've done one or two of these before.\",\"timestamp\":\"00:26:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"OK.\",\"timestamp\":\"00:26:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There we go.\",\"timestamp\":\"00:26:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So let's say you want to do Assigned.\",\"timestamp\":\"00:26:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"This is another.\",\"timestamp\":\"00:26:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"mean, you could use this a few different ways.\",\"timestamp\":\"00:26:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I've just been kind of toying around with it.\",\"timestamp\":\"00:26:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But let's say you do Assigned to and then Status.\",\"timestamp\":\"00:26:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And you can see it kind of lets you extend that.\",\"timestamp\":\"00:26:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then you do the Kanban board.\",\"timestamp\":\"00:26:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It'll actually break it down like that for you.\",\"timestamp\":\"00:26:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So there's a number of ways you could use this.\",\"timestamp\":\"00:26:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"OK.\",\"timestamp\":\"00:26:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then I also built in.\",\"timestamp\":\"00:26:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So that, I know you guys aren't, I don't think you're really involved in like the whole, like, I think that's more Willow, right, that does like the appointment setup and seminars and stuff like that.\",\"timestamp\":\"00:27:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I mean, you could organize this in a way that like, because I put in my, I put in like the, where is it?\",\"timestamp\":\"00:27:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, like the callbacks here.\",\"timestamp\":\"00:27:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you want to organize this into like callbacks, really depending on how you, you know, you do this, it gives you a lot of power as to like what you're, what you're trying to do with them.\",\"timestamp\":\"00:27:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Cause like, if you haven't been, you know, you can reach out to all these people by clicking that selects them all, and then you can use your send button to then open the form fill manager, which I kind of showed.\",\"timestamp\":\"00:27:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:28:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then send your SMS to the team or do whatever else.\",\"timestamp\":\"00:28:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm still kind of working on this.\",\"timestamp\":\"00:28:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Or be able to run a list from pending business of maybe people that the processors need to call and if that's been completed.\",\"timestamp\":\"00:28:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:28:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Same sort of thing.\",\"timestamp\":\"00:28:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Cool.\",\"timestamp\":\"00:28:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I love that.\",\"timestamp\":\"00:28:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:28:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Whatever.\",\"timestamp\":\"00:28:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If you need to send an email.\",\"timestamp\":\"00:28:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you need to send an email to a group of people that you need the same thing, I'm working on that as well.\",\"timestamp\":\"00:28:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And there'll be standard email templates, just like we've had in.\",\"timestamp\":\"00:28:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So this area now, I think I showed you this.\",\"timestamp\":\"00:28:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You'll be able to manage like standard email templates.\",\"timestamp\":\"00:28:39\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes, I did.\",\"timestamp\":\"00:28:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Attach PDF merges as well.\",\"timestamp\":\"00:28:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So these will all be merged.\",\"timestamp\":\"00:28:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you can use your merges here and you can use your PDFs that you've already created.\",\"timestamp\":\"00:28:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It'll merge these and merge this email when it sends it.\",\"timestamp\":\"00:28:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I need to still meet with them.\",\"timestamp\":\"00:28:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"let's Go Go Go Go\",\"timestamp\":\"00:28:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Greg, to sort out how to get connected to Microsoft to do that.\",\"timestamp\":\"00:29:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So most of that's in place.\",\"timestamp\":\"00:29:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It still needs a little bit of refinement as far as the workflow is considered.\",\"timestamp\":\"00:29:12\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So when this comes out and for testing, so admins will be building out these filters for each person for what they see when they log in.\",\"timestamp\":\"00:29:20\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because when they access this, it's still going to be broken down per market that users are assigned to, right?\",\"timestamp\":\"00:29:30\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Instead of like right now, what we see is the whole company when we're looking.\",\"timestamp\":\"00:29:35\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, it's going to be, it'll be all locations.\",\"timestamp\":\"00:29:40\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"It'll be all locations.\",\"timestamp\":\"00:29:42\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:29:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:29:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So when you, when you create a new opportunity, you will create it for the location you have access to.\",\"timestamp\":\"00:29:45\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Got it.\",\"timestamp\":\"00:29:53\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So when you're logged in as you.\",\"timestamp\":\"00:29:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You don't have access to opportunities.\",\"timestamp\":\"00:30:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll give you access.\",\"timestamp\":\"00:30:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"See you here.\",\"timestamp\":\"00:30:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, I need to fix that.\",\"timestamp\":\"00:31:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I haven't tested that.\",\"timestamp\":\"00:31:06\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, and that is because like me, my user, I do have access to those because I jump into all the markets.\",\"timestamp\":\"00:31:08\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So say like an assistant or somebody, they would only be able to see the Denver, if that's all they're part of.\",\"timestamp\":\"00:31:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yes, I think so.\",\"timestamp\":\"00:31:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, I can validate that.\",\"timestamp\":\"00:31:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I mean, that is stuff I need to test.\",\"timestamp\":\"00:31:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like I need to go through.\",\"timestamp\":\"00:31:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's kind of a pain in  to test these things.\",\"timestamp\":\"00:31:35\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"But that's why, you know, it does help if you guys jump in here and you see those things that.\",\"timestamp\":\"00:31:38\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:31:42\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"And so we have our like internal testing with some of these new things when they become accessible.\",\"timestamp\":\"00:31:43\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I would say, if anything, the one person that like a standard user to use as an example for testing would probably be Sydney.\",\"timestamp\":\"00:31:50\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"She.\",\"timestamp\":\"00:31:59\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"She.\",\"timestamp\":\"00:31:59\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"She remote opportunities and pending when needed, and she's helping us with a lot of testing and finding issues.\",\"timestamp\":\"00:32:00\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, mean, let's use her, I guess.\",\"timestamp\":\"00:32:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sorry about that flashing.\",\"timestamp\":\"00:32:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"don't know what's going on there.\",\"timestamp\":\"00:32:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I noticed that's a first opportunity.\",\"timestamp\":\"00:32:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sydney Bennett?\",\"timestamp\":\"00:32:34\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:32:36\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh God.\",\"timestamp\":\"00:32:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:32:42\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So she has a lot of like time to play with this stuff too.\",\"timestamp\":\"00:32:42\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So those are the only markets she's jumped into.\",\"timestamp\":\"00:33:07\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it is working.\",\"timestamp\":\"00:33:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:33:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then also she shouldn't be able to see anything and not either.\",\"timestamp\":\"00:33:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like, that's another thing that we need to test.\",\"timestamp\":\"00:33:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like, she shouldn't be able to see if this is a choice.\",\"timestamp\":\"00:33:18\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's so jumpy.\",\"timestamp\":\"00:33:34\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I can't click it.\",\"timestamp\":\"00:33:35\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I can't click it.\",\"timestamp\":\"00:33:36\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I mean, I think you get the point.\",\"timestamp\":\"00:33:37\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"You've got to be quicker than that.\",\"timestamp\":\"00:33:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I mean, I, so I've tried to, is that, could that be right?\",\"timestamp\":\"00:33:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's only one that can't be right.\",\"timestamp\":\"00:33:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's only one in that location that she's assigned to.\",\"timestamp\":\"00:33:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That can't be right.\",\"timestamp\":\"00:33:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There must be something wrong there.\",\"timestamp\":\"00:33:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"This flashing is going to give me a headache.\",\"timestamp\":\"00:33:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I mean, the idea\",\"timestamp\":\"00:33:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:34:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is that, you know, it stopped finally.\",\"timestamp\":\"00:34:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, maybe hovering over that.\",\"timestamp\":\"00:34:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Stop it.\",\"timestamp\":\"00:34:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know.\",\"timestamp\":\"00:34:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's so weird.\",\"timestamp\":\"00:34:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, it's doing it again.\",\"timestamp\":\"00:34:13\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Stop for a moment.\",\"timestamp\":\"00:34:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"All right.\",\"timestamp\":\"00:34:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Anyways.\",\"timestamp\":\"00:34:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But then the other thing is like, if you don't want them to have access to the filters, like we can, we can remove that.\",\"timestamp\":\"00:34:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like, I just, I need to know what you think.\",\"timestamp\":\"00:34:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like, I don't know.\",\"timestamp\":\"00:34:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So my brain sometimes thinks different.\",\"timestamp\":\"00:34:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"If this, any of this looks weird to you guys, or it's too much, let me know.\",\"timestamp\":\"00:34:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Like, I just need to know, like, or if you need it simplified or whatever, we're obviously going to all have to agree that everybody's a little different and we'll have to learn.\",\"timestamp\":\"00:34:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:34:43\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, that's what I was going to talk to you about with like, with regards to like how it looks and how penning looks like.\",\"timestamp\":\"00:34:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I, I, I like the way it looks, especially with the card view.\",\"timestamp\":\"00:34:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Um, and the feedback we got from our processor is that she wants to.\",\"timestamp\":\"00:34:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So to look a little bit more like how FileMaker looks right now.\",\"timestamp\":\"00:35:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"However, I think that this card view does look a lot like that.\",\"timestamp\":\"00:35:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They can just break that out every single time.\",\"timestamp\":\"00:35:09\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I think it's important to have that line view as well.\",\"timestamp\":\"00:35:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I actually am just kind of saying, let's pull the trigger and not change a thing to me.\",\"timestamp\":\"00:35:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't know.\",\"timestamp\":\"00:35:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, I'm sure I'm certain there's something we need to change.\",\"timestamp\":\"00:35:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just don't know what it is.\",\"timestamp\":\"00:35:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, for now, for now.\",\"timestamp\":\"00:35:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:35:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Like, and going through here, there's like stuff on here that I'm already like, okay, we need to add a column for products.\",\"timestamp\":\"00:35:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"There's no column there in, you know, pending business, like things like that.\",\"timestamp\":\"00:35:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But I mean, the general layout.\",\"timestamp\":\"00:35:38\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"There's no column for products.\",\"timestamp\":\"00:35:41\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:35:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And pending business.\",\"timestamp\":\"00:35:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't see one.\",\"timestamp\":\"00:35:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And that's one thing I need to be able to filter more.\",\"timestamp\":\"00:35:52\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"When you right here destination, no, um, source.\",\"timestamp\":\"00:35:54\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Contra.\",\"timestamp\":\"00:35:59\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, you mean you need to filter by product.\",\"timestamp\":\"00:36:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I see what you're saying.\",\"timestamp\":\"00:36:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:36:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You need a filter.\",\"timestamp\":\"00:36:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You can see the product.\",\"timestamp\":\"00:36:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You just can't filter by it.\",\"timestamp\":\"00:36:09\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, those aren't the product.\",\"timestamp\":\"00:36:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's the company it's going to.\",\"timestamp\":\"00:36:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, in the destination account.\",\"timestamp\":\"00:36:14\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"See, it's part of the F&G and the account number, performance.\",\"timestamp\":\"00:36:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, it would be tied to the asset itself, right?\",\"timestamp\":\"00:36:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So it's in there.\",\"timestamp\":\"00:36:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If it's selected, it's in there.\",\"timestamp\":\"00:36:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Right.\",\"timestamp\":\"00:36:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"need it to display.\",\"timestamp\":\"00:36:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Gotcha.\",\"timestamp\":\"00:36:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And this feedback is coming from also a place of, I've been speaking to our director of finance.\",\"timestamp\":\"00:36:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And she was asking me, so Sherry is her name, about a couple of things that she's going to need to break out commissions.\",\"timestamp\":\"00:36:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And it would be nice to see if it's missing the product.\",\"timestamp\":\"00:36:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So like at the top there, you know, location, opportunity, source.\",\"timestamp\":\"00:36:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So having product for the.\",\"timestamp\":\"00:36:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Great.\",\"timestamp\":\"00:36:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:37:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because if I have to go into the asset.\",\"timestamp\":\"00:37:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, and also, you know, we want to be paying commissions from here moving forward.\",\"timestamp\":\"00:37:02\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:37:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:37:07\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So like the destination and account, they're like in the same column.\",\"timestamp\":\"00:37:07\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So Rebecca, you're saying they need to be separated.\",\"timestamp\":\"00:37:13\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:37:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"If you could break them out.\",\"timestamp\":\"00:37:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And what, what is the, okay.\",\"timestamp\":\"00:37:21\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"When you want it broken out, just want to make sure I understand.\",\"timestamp\":\"00:37:24\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So in destination slash account, that column, they would need to be their own.\",\"timestamp\":\"00:37:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The product.\",\"timestamp\":\"00:37:37\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:37:39\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because the account, like when it's an annuity, the account part is giving the product.\",\"timestamp\":\"00:37:40\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So like there's an Allianz that I see says Allianz and then accumulation advantage in the same sale.\",\"timestamp\":\"00:37:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Right there.\",\"timestamp\":\"00:37:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:37:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So just keep them.\",\"timestamp\":\"00:37:59\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Mine, though, that everything comes from the asset, though, right?\",\"timestamp\":\"00:38:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like, this is the asset that's selected for this line.\",\"timestamp\":\"00:38:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So anything that the product would get, I know that's the product would get entered here.\",\"timestamp\":\"00:38:11\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Like, this one's actually missing a product description.\",\"timestamp\":\"00:38:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But I could put this field on here, and you can select.\",\"timestamp\":\"00:38:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But it wouldn't be selectable until you actually match the.\",\"timestamp\":\"00:38:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So some of these don't have anything, right?\",\"timestamp\":\"00:38:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like, so that one doesn't have anything.\",\"timestamp\":\"00:38:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you can't, you have to create the asset for this, right?\",\"timestamp\":\"00:38:33\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's the idea is that we're putting the asset in for these.\",\"timestamp\":\"00:38:37\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:38:40\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, I just want to make sure we're clear.\",\"timestamp\":\"00:38:41\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:38:43\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:38:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't mind adding another column in here for the asset, but.\",\"timestamp\":\"00:38:44\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So if you scroll a little more to the right, right there, that column.\",\"timestamp\":\"00:38:48\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So you see how Performance Pro is right there.\",\"timestamp\":\"00:38:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's like, yeah, it's part of the same thing.\",\"timestamp\":\"00:38:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:38:59\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So that we could, yeah, have its own column for what the product is.\",\"timestamp\":\"00:39:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:39:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And this one has one because it's not entered here.\",\"timestamp\":\"00:39:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It must be getting that from any business.\",\"timestamp\":\"00:39:14\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I have it getting it from both.\",\"timestamp\":\"00:39:19\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, it's from FileMaker.\",\"timestamp\":\"00:39:20\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because your data wasn't, it's not the same.\",\"timestamp\":\"00:39:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So, but it should be, moving forward, you'll have to put it in here.\",\"timestamp\":\"00:39:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like, it'll have to be selected here.\",\"timestamp\":\"00:39:28\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes.\",\"timestamp\":\"00:39:30\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"And that is the, yeah, asset profile has to be filled out for it to work with new business.\",\"timestamp\":\"00:39:31\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:39:36\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:39:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So, but when they would enter it there, because they don't, they don't, we don't really enter it into the asset profile until it's done.\",\"timestamp\":\"00:39:37\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:39:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"they're, Well, the thing is, is it just puts it into a, it doesn't, it just puts it into a status that it's being transferred.\",\"timestamp\":\"00:39:46\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's getting ready to build the asset while\",\"timestamp\":\"00:39:56\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's pending.\",\"timestamp\":\"00:40:00\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:40:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Right.\",\"timestamp\":\"00:40:02\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:40:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you put it in there, I mean, I can show you what it does.\",\"timestamp\":\"00:40:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"can put it on when it doesn't.\",\"timestamp\":\"00:40:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Knowing stuff like that, where it like hops around, we should be able to fix as well.\",\"timestamp\":\"00:40:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't have any opportunities figures.\",\"timestamp\":\"00:40:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Let's put it under you.\",\"timestamp\":\"00:40:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'd be over Denver.\",\"timestamp\":\"00:40:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:40:47\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"She's in the Denver location.\",\"timestamp\":\"00:40:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Is that the one with, yeah, the employee training opportunity and then test test.\",\"timestamp\":\"00:40:50\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I mean, it doesn't matter so much so that, you know, that it just, it puts it into the.\",\"timestamp\":\"00:40:56\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"into a transfer status so that it doesn't show up like when you go to the asset profile, it's going to go into, this one doesn't have it, but it'll go into like, it only shows active on here, so it goes into a pending transfer status.\",\"timestamp\":\"00:41:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can see it if you want to do, but you'd have to actually undefault it.\",\"timestamp\":\"00:41:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Does that make sense?\",\"timestamp\":\"00:41:30\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, and that's fine as long as it's not considered active until it issues and delivers.\",\"timestamp\":\"00:41:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, no, I assume that it might be good to know here as well, like that you have some pending transfer.\",\"timestamp\":\"00:41:36\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, that you have ongoing account.\",\"timestamp\":\"00:41:42\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"And even the other thing that I did within these is, and I don't know if you can see this, I'm kind of like diving kind of deep here for this.\",\"timestamp\":\"00:41:44\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I hope this makes sense, but you can see the pending business.\",\"timestamp\":\"00:41:54\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, I see it.\",\"timestamp\":\"00:41:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"We never had this in Asset before, and I don't know why, but you should be able to see what's happening with this, right?\",\"timestamp\":\"00:42:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Right.\",\"timestamp\":\"00:42:09\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"And that was another thing, too, is when it comes to Asset Maps, where are your thoughts on it?\",\"timestamp\":\"00:42:13\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm going to show you that.\",\"timestamp\":\"00:42:22\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Connecting to opportunities, to building it, to the trigger, and then it going into the business.\",\"timestamp\":\"00:42:24\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I got a lot of that done, actually.\",\"timestamp\":\"00:42:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Awesome.\",\"timestamp\":\"00:42:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So when you go into, let's start by, like, maybe going into a more, oh, I hit my filters.\",\"timestamp\":\"00:42:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"See, I can't even remember.\",\"timestamp\":\"00:42:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm like, what did I do?\",\"timestamp\":\"00:42:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I can't find my filters.\",\"timestamp\":\"00:42:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Let's go into, like, one that's further along.\",\"timestamp\":\"00:42:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Here, find something that's a little further along here.\",\"timestamp\":\"00:42:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And let's go.\",\"timestamp\":\"00:42:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Nope, no assets.\",\"timestamp\":\"00:43:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That sucks.\",\"timestamp\":\"00:43:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I need to find one that actually has something.\",\"timestamp\":\"00:43:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Maybe one that's later, maybe that's even, maybe we're too far along.\",\"timestamp\":\"00:43:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, not far enough along.\",\"timestamp\":\"00:43:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Here we go.\",\"timestamp\":\"00:43:20\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, 10 or, yeah.\",\"timestamp\":\"00:43:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You know what's something I did?\",\"timestamp\":\"00:43:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"How did I do this?\",\"timestamp\":\"00:43:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm trying to remember.\",\"timestamp\":\"00:43:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I added a bunch of, where do you see that?\",\"timestamp\":\"00:43:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I added that in here and I can't remember what I did now.\",\"timestamp\":\"00:43:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"One second, let me think about this.\",\"timestamp\":\"00:43:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I started changing this and I thought I put in here like a thing.\",\"timestamp\":\"00:43:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, there it is.\",\"timestamp\":\"00:43:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just remembered.\",\"timestamp\":\"00:43:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Ah, I can't remember all the feature ads I added.\",\"timestamp\":\"00:44:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So there's this right here that tells you the asset profile status.\",\"timestamp\":\"00:44:02\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:44:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's awesome.\",\"timestamp\":\"00:44:09\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I love that.\",\"timestamp\":\"00:44:10\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So you can see what's going on in this.\",\"timestamp\":\"00:44:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And this means you can actually click on their asset, this, to show the map directly, but that's not right.\",\"timestamp\":\"00:44:16\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I got an example, if you want a name.\",\"timestamp\":\"00:44:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, go ahead.\",\"timestamp\":\"00:44:34\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Last name, M-C-A-G-H-O-N, Dennis, M-C-A, Dennis.\",\"timestamp\":\"00:44:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I think it's because you're not in Denver.\",\"timestamp\":\"00:45:01\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, he's seen everything he should be.\",\"timestamp\":\"00:45:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, okay.\",\"timestamp\":\"00:45:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like that?\",\"timestamp\":\"00:45:09\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, M-C-A-G-H.\",\"timestamp\":\"00:45:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, M-C-A-G-H.\",\"timestamp\":\"00:45:14\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"There, that one.\",\"timestamp\":\"00:45:16\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:45:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay, perfect.\",\"timestamp\":\"00:45:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So this works one of two different ways.\",\"timestamp\":\"00:45:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"can actually go to the contact and do this, but when you do it from the opportunity, it will automatically, so I'll show you this as well.\",\"timestamp\":\"00:45:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So like if I do this from the contact, right?\",\"timestamp\":\"00:45:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So this is the contact page.\",\"timestamp\":\"00:45:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then this button up here will actually let you open this in a new window, just so you know, too.\",\"timestamp\":\"00:45:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you can actually open it up like that.\",\"timestamp\":\"00:45:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But when I'm at, and you can do this as well for this, you can open up the asset map on its own if you want.\",\"timestamp\":\"00:45:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So you've got a lot of stuff here that you can do, but you can see how this kind of does the three different things.\",\"timestamp\":\"00:46:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's a summary, click entry, and then this is the asset map.\",\"timestamp\":\"00:46:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you can see when you open it from here, you actually can select which opportunity you want to work on.\",\"timestamp\":\"00:46:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you have that option as well.\",\"timestamp\":\"00:46:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Now, when you do that back here, it's simply going right to that asset profile for this opportunity.\",\"timestamp\":\"00:46:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you can go through this.\",\"timestamp\":\"00:46:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Now, here, you go through and you want to set, again, this works a little bit the way it used to, the system we didn't use.\",\"timestamp\":\"00:46:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You select which ones you're going to transfer.\",\"timestamp\":\"00:46:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You're going to enter a destination company, the qualified source.\",\"timestamp\":\"00:46:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can just set the full amount or partial amount and the transfer number if you want to have it.\",\"timestamp\":\"00:46:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think these are required.\",\"timestamp\":\"00:46:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"This is not at this point.\",\"timestamp\":\"00:46:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if that's not right, let me know.\",\"timestamp\":\"00:46:50\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But I think you have to enter at least.\",\"timestamp\":\"00:46:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, maybe I don't have a transfer amount on there.\",\"timestamp\":\"00:47:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Seems like the transfer amount will be required.\",\"timestamp\":\"00:47:05\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Do you always know that, right?\",\"timestamp\":\"00:47:07\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"If it's the whole account or partial.\",\"timestamp\":\"00:47:10\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, that's what I was just going to say.\",\"timestamp\":\"00:47:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So there's a lot of time.\",\"timestamp\":\"00:47:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't think you know this all the time, right?\",\"timestamp\":\"00:47:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, no, we don't know that all the time.\",\"timestamp\":\"00:47:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"OK, so I have that.\",\"timestamp\":\"00:47:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, well, just play around with it.\",\"timestamp\":\"00:47:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If you see something that is funky or doesn't make sense.\",\"timestamp\":\"00:47:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"OK, should I list them now or should I list them later?\",\"timestamp\":\"00:47:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Um, I don't care.\",\"timestamp\":\"00:47:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, you can tell me now.\",\"timestamp\":\"00:47:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:47:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So we do need to have an option for partial as well.\",\"timestamp\":\"00:47:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And for you can enter whatever number you want there.\",\"timestamp\":\"00:47:42\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Right.\",\"timestamp\":\"00:47:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So so there's also not just amounts there.\",\"timestamp\":\"00:47:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Sometimes we are transferring certain securities as well.\",\"timestamp\":\"00:47:50\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So there might be a partial and they are only transferring Amazon and Disney and Apple.\",\"timestamp\":\"00:47:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Something like that, for example.\",\"timestamp\":\"00:48:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So you need to specify that?\",\"timestamp\":\"00:48:02\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes.\",\"timestamp\":\"00:48:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:48:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So that the processor knows to go in and complete the transfer paperwork as such.\",\"timestamp\":\"00:48:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And what does that look like?\",\"timestamp\":\"00:48:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You want to enter like tickers individually?\",\"timestamp\":\"00:48:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes.\",\"timestamp\":\"00:48:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:48:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So you could that mainly with mutual fund accounts or is that with other accounts, too?\",\"timestamp\":\"00:48:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's with other accounts, too.\",\"timestamp\":\"00:48:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Sometimes.\",\"timestamp\":\"00:48:23\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So you would want to be able to say how much of the each of those you're moving?\",\"timestamp\":\"00:48:24\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So how much or if there's certain securities and how many securities we are transferring?\",\"timestamp\":\"00:48:28\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Is it just notes or do you want to actually enter them individually?\",\"timestamp\":\"00:48:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I would say it'd be great to have like partial, like where you can check full or partial, and then either enter an amount or there could be a note place and say, you know, transfer these securities.\",\"timestamp\":\"00:48:43\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Doesn't even have to be like at each\",\"timestamp\":\"00:48:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Individual security, just like a note area under partial to, for the advice.\",\"timestamp\":\"00:49:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"you want to, mean, I can make this a list so you can specify what we're transferring to this, what we're transferring to that.\",\"timestamp\":\"00:49:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"mean.\",\"timestamp\":\"00:49:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, cool.\",\"timestamp\":\"00:49:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Does that work?\",\"timestamp\":\"00:49:13\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That works.\",\"timestamp\":\"00:49:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:49:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I mean, you could just use it as no, like a single note field if you want to just enter one.\",\"timestamp\":\"00:49:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:49:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Does that work?\",\"timestamp\":\"00:49:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, that works.\",\"timestamp\":\"00:49:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Like I can just add a little add here.\",\"timestamp\":\"00:49:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And if you, if there's something else you want to specify, you can do that.\",\"timestamp\":\"00:49:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I think it's just the one important thing would be distinguishing full or partial so that there's like a place that the part, the processor says, oh, this is partial.\",\"timestamp\":\"00:49:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Let me look at the notes because most of them are full, but there are some partial and then there's details that go into what exactly we're bringing over.\",\"timestamp\":\"00:49:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:49:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I can just make, I'll, figure out how to display that and give you a way to do that.\",\"timestamp\":\"00:49:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Awesome.\",\"timestamp\":\"00:49:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you.\",\"timestamp\":\"00:49:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then the way we had it before was just to say, leave alone or exclude.\",\"timestamp\":\"00:49:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Leave alone just leaves it on the map, so it's there, but it's clear that it's, you know, we're not doing anything with it.\",\"timestamp\":\"00:50:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The other thing is, I put this down here so you can see what you're doing as well, like what needs to be, because you can't do anything to have selected all these.\",\"timestamp\":\"00:50:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So it's also down here, because I was getting a little confused when I was doing this, so I thought, well, that would be helpful to have it down there.\",\"timestamp\":\"00:50:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you can do it down here as well, but it's basically the same thing.\",\"timestamp\":\"00:50:21\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's just a, if you have a long list, the one I was looking at was really long, and I couldn't, I had to scroll up and down a lot, so I thought this was cool.\",\"timestamp\":\"00:50:24\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, and that was a thought we had, too, when we were playing around with generating an asset map a few weeks ago, was that, like, every asset that's active has to have something selected.\",\"timestamp\":\"00:50:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:50:42\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes.\",\"timestamp\":\"00:50:45\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, that's been like that.\",\"timestamp\":\"00:50:45\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's the way we had it before.\",\"timestamp\":\"00:50:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But, yes, it will not let you generate this until you're done, and it also doesn't, so when you're doing this, like I said before, like, this shows you that it's, that it's started, but incomplete.\",\"timestamp\":\"00:50:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:50:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:50:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And you can always go back to there from there.\",\"timestamp\":\"00:51:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's why I put that in there.\",\"timestamp\":\"00:51:02\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It just jumps right over here.\",\"timestamp\":\"00:51:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The other thing I added, just some little tidbits, anything to help you guys, like if you think of these things too, like when you go in here, now lists the previously selected company to transfer up here.\",\"timestamp\":\"00:51:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And if you had gone in here and said that this was the account, I think I need to post it.\",\"timestamp\":\"00:51:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, it's automatically saying.\",\"timestamp\":\"00:51:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"If I had done that and I select this, it also will give me that previous account.\",\"timestamp\":\"00:51:24\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So you don't have to enter it in again.\",\"timestamp\":\"00:51:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So just little things.\",\"timestamp\":\"00:51:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Cool.\",\"timestamp\":\"00:51:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I like that.\",\"timestamp\":\"00:51:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Qualifications.\",\"timestamp\":\"00:51:38\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Are we wanting IRAs, Roths?\",\"timestamp\":\"00:51:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes.\",\"timestamp\":\"00:51:42\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:51:42\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So destination qualification, we need to have like a bunch or be able to, maybe I could add them, but IRA, Roth IRA, individual, not just qualified or non-qualified because they're broken up within qualified or non-qualified.\",\"timestamp\":\"00:51:43\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And that's how they read them.\",\"timestamp\":\"00:52:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And that needs to exist on this map?\",\"timestamp\":\"00:52:02\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, because they need to know what kind of account to open.\",\"timestamp\":\"00:52:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:52:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:52:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"All right.\",\"timestamp\":\"00:52:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I can add that in there.\",\"timestamp\":\"00:52:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's the same list that's in the asset?\",\"timestamp\":\"00:52:13\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:52:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:52:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Exactly.\",\"timestamp\":\"00:52:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:52:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:52:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So then this is this.\",\"timestamp\":\"00:52:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Now once you...\",\"timestamp\":\"00:52:22\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So then the idea is that once this then hits 11, we're going to create accounts for all of those.\",\"timestamp\":\"00:52:25\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Or the transfer.\",\"timestamp\":\"00:52:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:52:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So the pending business will automatically put all of those things you selected on the, as the, what's it called?\",\"timestamp\":\"00:52:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Origin?\",\"timestamp\":\"00:52:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No.\",\"timestamp\":\"00:52:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Destination?\",\"timestamp\":\"00:52:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Right?\",\"timestamp\":\"00:52:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, we don't know the destination yet.\",\"timestamp\":\"00:52:54\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, the contra policies, all the...\",\"timestamp\":\"00:52:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"ones that put in there will be attached in pending business, it'll create all those separate pending businesses for you.\",\"timestamp\":\"00:53:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"The line item?\",\"timestamp\":\"00:53:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Separate pending businesses for each one.\",\"timestamp\":\"00:53:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So for this guy right here.\",\"timestamp\":\"00:53:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:53:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You put in whatever it was.\",\"timestamp\":\"00:53:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I should probably put down here like, how many policies are there?\",\"timestamp\":\"00:53:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Or how many?\",\"timestamp\":\"00:53:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know how that would work.\",\"timestamp\":\"00:53:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I guess you don't know the account numbers usually.\",\"timestamp\":\"00:53:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So that doesn't really know.\",\"timestamp\":\"00:53:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We don't really know.\",\"timestamp\":\"00:53:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But it would create a pending business for this one and this.\",\"timestamp\":\"00:53:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I don't know the destination yet.\",\"timestamp\":\"00:53:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So that I don't think it does that part.\",\"timestamp\":\"00:53:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:53:43\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So if you click.\",\"timestamp\":\"00:53:44\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, I guess maybe.\",\"timestamp\":\"00:53:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:53:47\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"know where it's going.\",\"timestamp\":\"00:53:47\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:53:49\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:53:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Destination.\",\"timestamp\":\"00:53:50\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"We know what company it's going to, but we don't always know the account number that it's going to.\",\"timestamp\":\"00:53:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And would it go to separate accounts with them?\",\"timestamp\":\"00:53:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So should I create the destination for those?\",\"timestamp\":\"00:54:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Would it help?\",\"timestamp\":\"00:54:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:54:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'll just do that then.\",\"timestamp\":\"00:54:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'll just create the assets for it so you don't have to, and then you can edit it if you need to.\",\"timestamp\":\"00:54:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Perfect.\",\"timestamp\":\"00:54:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Perfect.\",\"timestamp\":\"00:54:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because that's the idea anyways, is to get that.\",\"timestamp\":\"00:54:25\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:54:28\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"And do we want to leave to where you have to touch every single asset in the asset program?\",\"timestamp\":\"00:54:28\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Profile?\",\"timestamp\":\"00:54:32\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm thinking from an advisor's mindset.\",\"timestamp\":\"00:54:35\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So if they have like 40 accounts and they're trying to build an asset map really quick.\",\"timestamp\":\"00:54:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's all 40 accounts.\",\"timestamp\":\"00:54:41\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"What if I, I thought about that too, because it was one, I can't remember when I was working on it, had a lot in it.\",\"timestamp\":\"00:54:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I can just, what if I just say exclude the rest?\",\"timestamp\":\"00:54:48\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Like they start off and exclude?\",\"timestamp\":\"00:54:53\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, no, no.\",\"timestamp\":\"00:54:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like they enter the ones they want and then.\",\"timestamp\":\"00:54:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I'll just say, I'll have a button here that says exclude remaining 10 or whatever.\",\"timestamp\":\"00:55:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They can just press that.\",\"timestamp\":\"00:55:04\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because what happens when you push exclude here is it just doesn't put it on the map at all.\",\"timestamp\":\"00:55:06\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:55:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So leave alone just means you want, does this, I don't even know what this kit's used for.\",\"timestamp\":\"00:55:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Do you give this to your client or is this for?\",\"timestamp\":\"00:55:18\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, this is internal.\",\"timestamp\":\"00:55:22\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So that's for the processor from the advisor.\",\"timestamp\":\"00:55:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So the advisor should be clicking these buttons to make this asset map and then it goes to the processor.\",\"timestamp\":\"00:55:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I don't, I don't know why, I don't know why we had it like this, but this is how we did it in the old system.\",\"timestamp\":\"00:55:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:55:40\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, it's either full, partial or not being touched at all.\",\"timestamp\":\"00:55:42\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Right.\",\"timestamp\":\"00:55:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's it.\",\"timestamp\":\"00:55:47\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So do you want a button to transfer?\",\"timestamp\":\"00:55:48\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, no, because if you're transferring all, you need to go through them all, I think.\",\"timestamp\":\"00:55:51\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:55:54\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So the leave alone, we'll put it on.\",\"timestamp\":\"00:55:58\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"The asset map, but that's just creating noise for the processor.\",\"timestamp\":\"00:56:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They don't care if we're leaving it alone.\",\"timestamp\":\"00:56:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They want to know what we're moving.\",\"timestamp\":\"00:56:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, just what we're moving.\",\"timestamp\":\"00:56:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:56:07\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, I don't know what that was something Stuart asked for, so you guys can talk to him about that internally.\",\"timestamp\":\"00:56:08\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I we'll find out.\",\"timestamp\":\"00:56:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know.\",\"timestamp\":\"00:56:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know.\",\"timestamp\":\"00:56:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't understand what the hell it means.\",\"timestamp\":\"00:56:16\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I just know that that was what I was asked for.\",\"timestamp\":\"00:56:18\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:56:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I can put a button down here that says exclude the rest or leave the rest alone, or whatever one you guys want.\",\"timestamp\":\"00:56:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Is there any way to change the look of the asset map?\",\"timestamp\":\"00:56:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Have it more like what an Excel sheet would look like, lines instead of shapes?\",\"timestamp\":\"00:56:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"What we were thinking, it just needs to look like a preview of what pending business looks like.\",\"timestamp\":\"00:56:41\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, kind of mirroring pending business in that way.\",\"timestamp\":\"00:56:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm sorry, this part?\",\"timestamp\":\"00:56:51\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"When you generate it.\",\"timestamp\":\"00:56:53\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, basically just give you a preview of what it's going to look like in pending business.\",\"timestamp\":\"00:56:54\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's giving you.\",\"timestamp\":\"00:56:59\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Your Contra, account number, Contra, type of account, amounts, you know, what's being filled.\",\"timestamp\":\"00:57:00\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So what was this thing for?\",\"timestamp\":\"00:57:08\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't know.\",\"timestamp\":\"00:57:09\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"It was here before all of us.\",\"timestamp\":\"00:57:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, we, yeah, it's always been a Well, I built it.\",\"timestamp\":\"00:57:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I just don't know what.\",\"timestamp\":\"00:57:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, so we can, and I can actually- built it, but I built it based on what was requested.\",\"timestamp\":\"00:57:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I don't know what you guys used, what the intention was.\",\"timestamp\":\"00:57:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, so we want it to look just definitely like a little bit different if we can.\",\"timestamp\":\"00:57:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I can actually send you a screenshot.\",\"timestamp\":\"00:57:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"What are you, what are you doing with it at this point?\",\"timestamp\":\"00:57:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So the processor is reading it.\",\"timestamp\":\"00:57:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They're getting this asset map and they're saying, okay, it's coming from Edward Jones.\",\"timestamp\":\"00:57:40\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Here's the account number.\",\"timestamp\":\"00:57:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's a hundred thousand.\",\"timestamp\":\"00:57:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"We're bringing it to Schwab.\",\"timestamp\":\"00:57:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I need to start making Schwab paperwork for that Ed Jones account to come over.\",\"timestamp\":\"00:57:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So what every line that we are looking at- But they're doing this in the opera- At\",\"timestamp\":\"00:57:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"The opportunity level or once it gets converted to pending business?\",\"timestamp\":\"00:58:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Once it gets converted to pending business.\",\"timestamp\":\"00:58:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So once it goes into stage 11, that is business written, there should be, you know, the advisor going in here making asset map of what he wants to move, and then they read the asset map and know what to move.\",\"timestamp\":\"00:58:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I got you, but I got you.\",\"timestamp\":\"00:58:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I'm just trying to figure it out.\",\"timestamp\":\"00:58:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So they're not, the processor is not going into the opportunity though, right?\",\"timestamp\":\"00:58:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They're working on a pending business.\",\"timestamp\":\"00:58:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes.\",\"timestamp\":\"00:58:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, they changed the opportunity status to 11 so that it goes to pending business.\",\"timestamp\":\"00:58:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's where it kind of does.\",\"timestamp\":\"00:58:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yes.\",\"timestamp\":\"00:58:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:58:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:58:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:58:39\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I wasn't aware of that.\",\"timestamp\":\"00:58:39\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"There's two instances that the processor is involved.\",\"timestamp\":\"00:58:41\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's getting ready for the appointment, and then it's creating pending after signatures are captured.\",\"timestamp\":\"00:58:44\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes.\",\"timestamp\":\"00:58:50\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So the asset map is.\",\"timestamp\":\"00:58:51\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"That sense.\",\"timestamp\":\"00:58:52\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I have a financial advisor, so I can, I know how that kind of, kind of how that works.\",\"timestamp\":\"00:58:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"usually come in at the end of the meeting.\",\"timestamp\":\"00:58:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:58:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So the asset map should be.\",\"timestamp\":\"00:58:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Created before the processor moves that opportunity to stage 11.\",\"timestamp\":\"00:59:00\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"When they have signatures, then it goes to 11.\",\"timestamp\":\"00:59:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:59:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So the advisor should just be able to go into any stage to create this to move it to 11 so that the processor can move it to 11.\",\"timestamp\":\"00:59:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"timestamp\":\"00:59:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I'm going to prevent them from going to 11 unless this is done.\",\"timestamp\":\"00:59:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Correct.\",\"timestamp\":\"00:59:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes.\",\"timestamp\":\"00:59:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes, exactly.\",\"timestamp\":\"00:59:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:59:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Exactly.\",\"timestamp\":\"00:59:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I was hoping you'd say yes because I was blanking my intention.\",\"timestamp\":\"00:59:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, you're right on track.\",\"timestamp\":\"00:59:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You are right on track.\",\"timestamp\":\"00:59:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Exactly.\",\"timestamp\":\"00:59:40\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"What we were talking about when it comes to like the trigger, right?\",\"timestamp\":\"00:59:41\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So they're getting ready for an appointment to write business.\",\"timestamp\":\"00:59:43\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"They build an asset map, the advisor.\",\"timestamp\":\"00:59:46\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"It gets to the processor, but then we have to trigger that signatures were actually done.\",\"timestamp\":\"00:59:49\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it then moves to 11 and that asset map gets locked.\",\"timestamp\":\"00:59:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes.\",\"timestamp\":\"00:59:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes.\",\"timestamp\":\"00:59:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because we're going to have to be able to look back at these two.\",\"timestamp\":\"01:00:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yes.\",\"timestamp\":\"01:00:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"01:00:04\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"And so there were signatures get done.\",\"timestamp\":\"01:00:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So usually in the second appointment, they'll, they'll do it, but it could be really anywhere in there.\",\"timestamp\":\"01:00:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I mean, someone could come in on the first appointment and be like, okay, I'm signing.\",\"timestamp\":\"01:00:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's, that's what the processor is following, whether that.\",\"timestamp\":\"01:00:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Are they signing each one of these transfers or is it.\",\"timestamp\":\"01:00:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It depends on what they're doing in the appointment.\",\"timestamp\":\"01:00:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Some people come in and they sign some of it and then they, yeah.\",\"timestamp\":\"01:00:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"mean, most of the time, yes.\",\"timestamp\":\"01:00:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"you need to mark those off like that?\",\"timestamp\":\"01:00:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That sign?\",\"timestamp\":\"01:00:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yes.\",\"timestamp\":\"01:00:40\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because in the appointment values can change in the appointment, you know, things can change in that appointment.\",\"timestamp\":\"01:00:41\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So the asset map needs to be editable until an advisor locks it in saying we signed this.\",\"timestamp\":\"01:00:47\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So if I like get like, if I added a button here, like.\",\"timestamp\":\"01:00:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That just shows that you got the signature for each one of these.\",\"timestamp\":\"01:01:00\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"It would need to be on the asset map.\",\"timestamp\":\"01:01:06\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, no, that's what I'm saying.\",\"timestamp\":\"01:01:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right here, right?\",\"timestamp\":\"01:01:11\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, like when you generate asset map.\",\"timestamp\":\"01:01:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh.\",\"timestamp\":\"01:01:15\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"And it looks like pending business.\",\"timestamp\":\"01:01:16\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, the line items it's creating, they need to be confirmed.\",\"timestamp\":\"01:01:17\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's exactly what's happening.\",\"timestamp\":\"01:01:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes.\",\"timestamp\":\"01:01:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"When you say it leads to look like pending business.\",\"timestamp\":\"01:01:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, so I'm going to send you a screenshot.\",\"timestamp\":\"01:01:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like this?\",\"timestamp\":\"01:01:32\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, but there's just columns that aren't going to be necessary.\",\"timestamp\":\"01:01:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Right.\",\"timestamp\":\"01:01:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'm going to send you a screenshot and it involves all the columns that we need in it.\",\"timestamp\":\"01:01:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So we want it to look like this, but with these specific columns.\",\"timestamp\":\"01:01:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'm actually going to just send it to you.\",\"timestamp\":\"01:01:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'll email it to you right now.\",\"timestamp\":\"01:01:50\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Or I guess I can share the screen, but then you at least have like, you have it.\",\"timestamp\":\"01:01:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Let find it.\",\"timestamp\":\"01:02:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Here we go.\",\"timestamp\":\"01:02:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"01:02:09\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'm going to send this to you in that email chain that we were just.\",\"timestamp\":\"01:02:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"This needs a definition of what these look like.\",\"timestamp\":\"01:03:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So on stuff like this, I need to add a legend in here.\",\"timestamp\":\"01:03:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So like if you see stuff, like you're confused, like this should have a legend of what these mean.\",\"timestamp\":\"01:03:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:03:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Different from the what it says when you hover.\",\"timestamp\":\"01:03:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, this just tells you what what you can do with it.\",\"timestamp\":\"01:03:33\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So if you shift click this, it'll open it in a, it should say new window.\",\"timestamp\":\"01:03:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"don't know why it says tab.\",\"timestamp\":\"01:03:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It'll open it like that.\",\"timestamp\":\"01:03:44\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Got it.\",\"timestamp\":\"01:03:46\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Or you can open it as a card, which is just that and then even from here, you can still, you can still open this.\",\"timestamp\":\"01:03:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then you, I added this back forth.\",\"timestamp\":\"01:04:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know if you guys noticed this, but there's a whole back forth system now.\",\"timestamp\":\"01:04:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's pretty in depth, sort of like a history browser.\",\"timestamp\":\"01:04:14\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"And when you click that, it saves kind of the set filter you were looking at?\",\"timestamp\":\"01:04:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Kind of.\",\"timestamp\":\"01:04:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm still working on that.\",\"timestamp\":\"01:04:25\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Bear with me on that.\",\"timestamp\":\"01:04:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But that was my intention.\",\"timestamp\":\"01:04:27\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Cool.\",\"timestamp\":\"01:04:28\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:04:29\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"But I mean, just the fact that it's so easy to open other windows, that's going to help, too.\",\"timestamp\":\"01:04:31\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"From people potentially losing where they were if they get distracted.\",\"timestamp\":\"01:04:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, for sure.\",\"timestamp\":\"01:04:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Where were we?\",\"timestamp\":\"01:04:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Anything else?\",\"timestamp\":\"01:04:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Those are the main things I wanted to hit on.\",\"timestamp\":\"01:04:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You said in the thing?\",\"timestamp\":\"01:04:58\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"of environment really raised.\",\"timestamp\":\"01:04:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I realized like when I sent it though, and I'm like looking at it, we might need to get back together.\",\"timestamp\":\"01:05:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"If you have questions about what, I mean, the columns are pretty straightforward, but we might kind of want to change the verbiage to match what verbiage you have in here.\",\"timestamp\":\"01:05:09\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So maybe separating because in our columns, it says, you know, client slash account name.\",\"timestamp\":\"01:05:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So maybe we just make client account type, the original source of funds, meaning what company it's coming from, estimated amount, account number that it's coming from.\",\"timestamp\":\"01:05:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I think that we just need to distinguish what those, like maybe the details of the columns a little bit, which I can write in that email for you.\",\"timestamp\":\"01:05:46\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, how it relates to what it says in pending.\",\"timestamp\":\"01:05:55\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because looking at this now that I'm like, oh, he's going to.\",\"timestamp\":\"01:05:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I get this and I'm like, oh, I need to be a little more specific.\",\"timestamp\":\"01:06:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I'll do that.\",\"timestamp\":\"01:06:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"01:06:04\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Let me see if I had anything else.\",\"timestamp\":\"01:06:08\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So do you have kind of like any kind of like a ETA or roadmap when like opportunities are going to be good or we just need to start collecting a lot more feedback and then go from there?\",\"timestamp\":\"01:06:11\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I mean, I don't feel it's like it's close, but I would be foolish to try to figure out.\",\"timestamp\":\"01:06:30\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:06:35\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"And you added Sydney in there, too.\",\"timestamp\":\"01:06:36\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'm going to we'll get with her and kind of get some feedback from a general user that lives in those areas and see what we have and then get that over to you.\",\"timestamp\":\"01:06:38\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"But contact profiles, I mean, as far as I can see, they're wonderful.\",\"timestamp\":\"01:06:50\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Like, I mean, I think those are ready to roll out.\",\"timestamp\":\"01:06:57\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"There might be some activity sometimes take a minute to load, but when it comes to this, an individual's like a household profile, like the new layout and the way it looks.\",\"timestamp\":\"01:07:00\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"And you're talking about this?\",\"timestamp\":\"01:07:13\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes.\",\"timestamp\":\"01:07:16\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:07:17\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"That.\",\"timestamp\":\"01:07:18\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:07:19\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Is there anything in here you're still working on?\",\"timestamp\":\"01:07:21\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"there's yeah, I mean, I probably am like, mean, I don't think that these are working yet.\",\"timestamp\":\"01:07:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Quite like creating notes and tasks and I didn't, I haven't done the call logs yet.\",\"timestamp\":\"01:07:31\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"There's a few things I have not done.\",\"timestamp\":\"01:07:37\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"01:07:39\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I mean, once those get, there's, I think that that's, I'm ready to start working out of that.\",\"timestamp\":\"01:07:40\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So, so I, and then there's a few other things that like the county and type form and I'd haven't done the tasks either.\",\"timestamp\":\"01:07:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So tasks and call logs.\",\"timestamp\":\"01:07:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"kind of the two big things.\",\"timestamp\":\"01:08:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then messages I started working on, and I haven't done that either yet.\",\"timestamp\":\"01:08:01\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So this whole message system I have to kind of redo.\",\"timestamp\":\"01:08:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know if you guys use that.\",\"timestamp\":\"01:08:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I think it's more of a marketing thing.\",\"timestamp\":\"01:08:11\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, that's client relations, call center stuff.\",\"timestamp\":\"01:08:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I have not worked on that.\",\"timestamp\":\"01:08:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I mean, as far as like, because I know you guys probably do use, well, at least the call center probably helps with the call, whatever, the call log and all that.\",\"timestamp\":\"01:08:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So that needs to be in there.\",\"timestamp\":\"01:08:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't think that's a huge project, but that's, you know, another day or two between the call logs and the tasks.\",\"timestamp\":\"01:08:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So there's a bit to do.\",\"timestamp\":\"01:08:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But if you start giving me the feedback, I can start putting those into queues.\",\"timestamp\":\"01:08:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's a lot easier nowadays when you guys have a request to get those knocked out in the new system than it is in FileMaker.\",\"timestamp\":\"01:08:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like I can knock out a new request in a minute rather than an hour or so.\",\"timestamp\":\"01:08:50\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So the feedback will help.\",\"timestamp\":\"01:08:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And just having other.\",\"timestamp\":\"01:08:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Are people testing as well?\",\"timestamp\":\"01:09:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like letting me know, like, cause I'm either developing or I'm testing.\",\"timestamp\":\"01:09:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"timestamp\":\"01:09:05\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So, um, if I could spend more time developing and I'm not in somebody else's testing, it definitely helps me out.\",\"timestamp\":\"01:09:06\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:09:13\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Trust me.\",\"timestamp\":\"01:09:15\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I know it probably doesn't seem like I test, but I really do.\",\"timestamp\":\"01:09:16\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I really do try to test, but it doesn't remember.\",\"timestamp\":\"01:09:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's just me.\",\"timestamp\":\"01:09:22\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So, um, is there, so for, for just kind of going off, we don't have to get too much in the woods about it, but pending business reports, there were some reports that I was trying to run, um, last week at a file maker that I was unable to.\",\"timestamp\":\"01:09:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So should we at a separate time, maybe sit down and, and I can go over what I would need going forward and reports and what Sherry might need in reports.\",\"timestamp\":\"01:09:40\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Absolutely.\",\"timestamp\":\"01:09:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then see if it's something that maybe we'll get conquered, but based on what we kind of want to address based on what we talked about.\",\"timestamp\":\"01:09:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:09:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"that's what I\",\"timestamp\":\"01:09:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Thinking is like, I think I kind of need to get in here and play more before I'm like, hey, you need to add this.\",\"timestamp\":\"01:10:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So, yeah, I'll make a list of of things.\",\"timestamp\":\"01:10:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And also, I don't want this doesn't need to be, you know, the end all be all of it, too.\",\"timestamp\":\"01:10:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if the other thing that I had done and I didn't expose this yet for pending business.\",\"timestamp\":\"01:10:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But if you take a look at these power lists, like in Contacts, like we did, this was another area that I showed you that I started, you know, this is more of a true list format.\",\"timestamp\":\"01:10:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:10:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, this is this is another area that I built to get this is like for the very power users.\",\"timestamp\":\"01:10:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"timestamp\":\"01:10:42\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So this gives you lists if you need a special report or whatever.\",\"timestamp\":\"01:10:42\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"OK, yeah, it'd be great to, yeah, do something like this and, you know, pending business.\",\"timestamp\":\"01:10:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because, like, for instance, we had a contest with the advisors being able to write a new.\",\"timestamp\":\"01:10:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I was trying to look for clients that had been here longer than three months, that it was signed within a certain date range, that it was paid within a certain date range, and they, yeah, so that was, that was something that was hard.\",\"timestamp\":\"01:11:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So yeah, so I can expose this list in pending business.\",\"timestamp\":\"01:11:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Just like this, you can build your own charts.\",\"timestamp\":\"01:11:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I showed you this, right?\",\"timestamp\":\"01:11:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I haven't seen it.\",\"timestamp\":\"01:11:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Played in it some too, so Rebecca, you and I can experiment with it.\",\"timestamp\":\"01:11:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, have fun with it.\",\"timestamp\":\"01:11:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You know, if you, it has all the fields.\",\"timestamp\":\"01:11:40\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"This one actually, just like the other one, it's just a little different format than the other one.\",\"timestamp\":\"01:11:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And, you know, we can, I don't know, I built this and then I thought that we might want to do some kind of combination of the two.\",\"timestamp\":\"01:11:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Different formats, because there's a different format there than this one.\",\"timestamp\":\"01:12:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm not 100% sure, you know, which one you'll wind up.\",\"timestamp\":\"01:12:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, whatever, if this is better, we can go search something more like this.\",\"timestamp\":\"01:12:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:12:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know.\",\"timestamp\":\"01:12:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Feedback, let me know.\",\"timestamp\":\"01:12:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Also, there's at the bottom of all of these, there's informational tools now.\",\"timestamp\":\"01:12:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So depending on where you are, there's a little training in here.\",\"timestamp\":\"01:12:32\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So if you go through this, kind of tells you a little bit about each thing.\",\"timestamp\":\"01:12:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:12:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If you want to know where that is, you can click that.\",\"timestamp\":\"01:12:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It tells you where it is.\",\"timestamp\":\"01:12:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's really helpful.\",\"timestamp\":\"01:12:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So, and then they're different based on where you are, like if you're in users here.\",\"timestamp\":\"01:12:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They're a little bit different for each thing that you're in.\",\"timestamp\":\"01:13:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm trying to get it covered in all the different areas as I go through them, but yeah.\",\"timestamp\":\"01:13:04\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Cool.\",\"timestamp\":\"01:13:10\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"All right.\",\"timestamp\":\"01:13:10\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"We'll start collecting and testing.\",\"timestamp\":\"01:13:11\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Rebecca, if we can test your line items and see if they're updating in FileMaker from the pending business and stuff and let you know if there's any glitches there.\",\"timestamp\":\"01:13:13\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, one other thing, just to draw attention.\",\"timestamp\":\"01:13:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like, for instance, like when you're in something like this.\",\"timestamp\":\"01:13:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"When you're in something like this and you want to know, like, I think one of the things I run into is people asking me like stuff I don't remember.\",\"timestamp\":\"01:13:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So stuff like this kind of thing.\",\"timestamp\":\"01:13:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If you see something that you don't know the answer to, let's make sure we add it in here.\",\"timestamp\":\"01:13:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like people ask me all the time, which fields are.\",\"timestamp\":\"01:13:57\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Synced between the spouse, and I always forget.\",\"timestamp\":\"01:14:00\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I put them in here.\",\"timestamp\":\"01:14:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, nice.\",\"timestamp\":\"01:14:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"OK.\",\"timestamp\":\"01:14:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you think of that, and let's get it in here.\",\"timestamp\":\"01:14:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, if there's something like that where it didn't, well, actually, a good one that I'm thinking of, too, that we should definitely add, is what triggers the, in statuses, what happens when you click these statuses.\",\"timestamp\":\"01:14:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right?\",\"timestamp\":\"01:14:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"01:14:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And who they belong to, we probably should document all that.\",\"timestamp\":\"01:14:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because I can never remember unless I look at the code, and I'm sure you guys don't know either.\",\"timestamp\":\"01:14:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But if you think of those things, let me know if it's unclear, and we can make that.\",\"timestamp\":\"01:14:41\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Status is who they belong to as far as departments?\",\"timestamp\":\"01:14:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Just not.\",\"timestamp\":\"01:14:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, just that, and like, yes, that, I guess.\",\"timestamp\":\"01:14:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, and I tried to define that here.\",\"timestamp\":\"01:14:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Would you make sure I got that right?\",\"timestamp\":\"01:14:55\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I think, actually, it needs to be here as well.\",\"timestamp\":\"01:14:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I did that sort of here, and I guess I probably should put those same breaks in here.\",\"timestamp\":\"01:15:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But yes, exactly.\",\"timestamp\":\"01:15:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I think I know that this is like what Stuart considers sales and appointment centers, but I don't know, like when you said earlier, Rebecca, that you deal with 9 through 11 or whatever.\",\"timestamp\":\"01:15:10\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't know what that is.\",\"timestamp\":\"01:15:23\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, whatever.\",\"timestamp\":\"01:15:24\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"New business.\",\"timestamp\":\"01:15:26\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's a different department.\",\"timestamp\":\"01:15:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And again, going back to users, I think that ties into having a new role for that.\",\"timestamp\":\"01:15:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Totally.\",\"timestamp\":\"01:15:40\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"What's your role if you're in that 9 through 11 group?\",\"timestamp\":\"01:15:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"What role is that?\",\"timestamp\":\"01:15:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, exactly.\",\"timestamp\":\"01:15:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It maybe needs its own thing, because, you know, we have sales, we have appointment setters, we have tax reviewers, we have reception and deliverers and all these different things.\",\"timestamp\":\"01:15:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, is there different processing roles, right?\",\"timestamp\":\"01:15:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They have processors and hybrid assistant processors as well.\",\"timestamp\":\"01:16:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So they deal with a totally different slew of things.\",\"timestamp\":\"01:16:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"timestamp\":\"01:16:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So it would be good to know.\",\"timestamp\":\"01:16:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And do those people even need access to those other statuses?\",\"timestamp\":\"01:16:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And should we just take those off their plate at some point so they don't see those anymore?\",\"timestamp\":\"01:16:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, if they're a straight processor, they don't really need to see the other statuses really.\",\"timestamp\":\"01:16:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'll rack my brain and see if there would be an instance, but not really.\",\"timestamp\":\"01:16:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So again, you know, if we want to take groups and say, okay, these are the statuses that somebody assigned to this group can see, and otherwise it's off their plate.\",\"timestamp\":\"01:16:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, that'd be great.\",\"timestamp\":\"01:16:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So think about those sorts of things and how to get that all dialed in.\",\"timestamp\":\"01:16:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And we'll work on that.\",\"timestamp\":\"01:16:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Obviously, those maybe aren't super urgent, but they're nice to have, I would assume.\",\"timestamp\":\"01:16:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:16:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"All right.\",\"timestamp\":\"01:16:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Cool.\",\"timestamp\":\"01:16:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"cool.\",\"timestamp\":\"01:16:59\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Thanks, guys.\",\"timestamp\":\"01:17:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Thank you.\",\"timestamp\":\"01:17:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"See ya.\",\"timestamp\":\"01:17:02\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Bye.\",\"timestamp\":\"01:17:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Take care.\",\"timestamp\":\"01:17:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Bye.\",\"timestamp\":\"01:17:04\"}],\"transcript_language\":\"en\",\"url\":\"https:\/\/fathom.video\/calls\/800117828\"}"},"script":"Fathom | Incoming Log"}
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URL: https://dev1.gofmhost.com/fmi/data/v1/databases/theboss/sessions/f52e8926e8cbb3a7d78ae7c85a2d10737153e3dfe06abccf1f50
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Post Fields: {"fieldData":{"json_Received":"{\"action_items\":[{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Fix Lisa's Tax Office access; remove\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/800117828?timestamp=452.9999\",\"recording_timestamp\":\"00:07:32\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Build admin dashboard: past-due, annuities >6wks, AUM >6wks (signed\u2192today)\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/800117828?timestamp=776.9999\",\"recording_timestamp\":\"00:12:56\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Add Product column + filter to Pending Business\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/800117828?timestamp=2118.9999\",\"recording_timestamp\":\"00:35:18\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Add Asset Map fields: Full\/Partial + notes; detailed qualifications; per-line signatures; legend\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/800117828?timestamp=2847.9999\",\"recording_timestamp\":\"00:47:27\",\"user_generated\":false},{\"assignee\":{\"email\":null,\"name\":\"Rebecca Voyzey\",\"team\":null},\"completed\":false,\"description\":\"Create destination Asset Profiles for Asset Map transfers\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/800117828?timestamp=3233.9999\",\"recording_timestamp\":\"00:53:53\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Prevent stage 11 transition until Asset Map complete\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/800117828?timestamp=3553.9999\",\"recording_timestamp\":\"00:59:13\",\"user_generated\":false},{\"assignee\":{\"email\":null,\"name\":\"Rebecca Voyzey\",\"team\":null},\"completed\":false,\"description\":\"Email Sean Asset Map column list + Pending Business screenshot\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/800117828?timestamp=3687.9999\",\"recording_timestamp\":\"01:01:27\",\"user_generated\":false},{\"assignee\":{\"email\":null,\"name\":\"Rebecca Voyzey\",\"team\":null},\"completed\":false,\"description\":\"Test Pending Business updates sync to FileMaker; report issues to Sean\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/800117828?timestamp=4379.9999\",\"recording_timestamp\":\"01:12:59\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Add in-app docs: status triggers\/owners; spouse-synced fields\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/800117828?timestamp=4439.9999\",\"recording_timestamp\":\"01:13:59\",\"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\":\"2026-08-26T19:38:13Z\",\"crm_matches\":null,\"default_summary\":{\"markdown_formatted\":\"## Meeting Purpose\\n\\n[Review new FileMaker solution features and gather feedback.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=202.0)\\n\\n## Key Takeaways\\n\\n  - [**New Kanban View:** A powerful new Kanban view in Opportunities and Pending Business allows for visual tracking and drag-and-drop status changes, which will streamline Rebecca\u2019s audit of stages 11\u201312.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=1340.0)\\n  - [**Asset Map Redesign:** The Asset Map will be redesigned as a line-item table mirroring the Pending Business view. This will provide processors with a clear, actionable list of transfers, replacing the current confusing visual map.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=3391.0)\\n  - [**Critical Processor Dashboard:** A new dashboard will be built to surface key performance metrics for managers, including past-due items and cases stalled for \\\\>6 weeks, enabling proactive management.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=740.0)\\n  - [**User Testing & Feedback:** Sydney Bennett was identified as the primary user for testing the new UI and workflows, providing critical feedback from a standard user's perspective to accelerate development.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=1903.0)\\n\\n## Topics\\n\\n### Pending Business & Processor Workflow\\n\\n  - [**Desktop App Access:** A processor is testing the desktop app. While safe, Sean advised vigilance to confirm data syncs correctly with FileMaker.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=61.0)\\n  - [**Critical Need: Processor Dashboard**](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=740.0)\\n      - [**Why:** To enable proactive management of processor performance and prevent items from stalling.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=740.0)\\n      - [**Metrics:**](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=828.0)\\n          - **Past Due:** The \\\\#1 concern. The dashboard must show a summary of past-due items per processor.\\n          - [**Stalled Cases:** Flag items stuck for \\\\>6 weeks (from signed date) to identify non-ACAT transfers or other issues.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=833.0)\\n  - [**UI Feedback & Enhancements**](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=2084.0)\\n      - [**Product Column:** Add a dedicated \\\"Product\\\" column to the Pending Business view.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=2129.0)\\n          - [**Why:** Essential for filtering and reporting, especially for commissions.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=2188.0)\\n      - [**Destination\/Account Column:** Separate into two distinct columns for clarity.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=2227.0)\\n      - [**Layout:** The new card\/line view is approved; no changes are needed to the general layout.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=2084.0)\\n\\n### New Features: Opportunities & Kanban\\n\\n  - [**Admin-Defined Views:** Admins can now customize list views (filters, columns, grouping) and assign them to specific roles, users, or locations.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=1044.0)\\n  - [**Kanban View:** A new board format for visual tracking.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=1340.0)\\n      - [**Functionality:** Drag-and-drop cards to change status (currently enabled for `Status` field only).](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=1455.0)\\n      - [**Use Case:** Rebecca will use it to audit the written vs. closed business flow from stage 11 to 12.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=1386.0)\\n\\n### Asset Map Redesign\\n\\n  - [**Problem:** The current visual asset map is confusing and not actionable for processors.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=3391.0)\\n  - [**Solution:** Redesign the Asset Map as a line-item table mirroring the Pending Business view.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=3391.0)\\n      - [**Why:** To provide a clear, actionable list of transfers for processors.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=3454.0)\\n      - [**Action:** Rebecca will provide a screenshot with the required columns and definitions.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=3683.0)\\n  - [**Required Enhancements:**](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=2858.0)\\n      - [**Partial Transfers:** Add a \\\"Partial\\\" option with a note field to specify securities or amounts.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=2858.0)\\n      - [**Destination Qualifications:** Add a dropdown with specific account types (e.g., IRA, Roth IRA) to guide new account setup.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=3098.0)\\n      - [**Workflow:**](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=3581.0)\\n          - [**Trigger:** Moving an opportunity to stage 11 (Business Written) will require a completed Asset Map and trigger the creation of Pending Business line items.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=3538.0)\\n          - [**Locking:** The Asset Map must be locked after the stage 11 trigger to preserve a historical record.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=3581.0)\\n          - [**Signatures:** Add a way to mark individual transfers as \\\"signed\\\" on the Asset Map, as clients may sign items piecemeal.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=3625.0)\\n\\n### General Updates & Roadmap\\n\\n  - [**Contact Profiles:** The new layout is nearly ready for rollout.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=4010.0)\\n      - [**Pending:** Call logs and tasks need to be built.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=4041.0)\\n  - [**Power Lists:** Sean will expose this advanced list-building tool in Pending Business for complex reporting.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=4217.0)\\n  - [**In-App Training:** Sean is adding context-sensitive training guides to the UI.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=4346.0)\\n      - [**Action:** Add documentation on status triggers and department ownership.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=4454.0)\\n  - [**User Roles:** The current roles (Sales, Admin) are insufficient.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=4530.0)\\n      - [**Why:** New roles are needed to reflect departmental workflows (e.g., \\\"Processor,\\\" \\\"Hybrid Assistant\\\").](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=4530.0)\\n      - [**Benefit:** This will allow for more granular permissions, showing users only the statuses relevant to their role.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=4574.0)\\n\\n## Next Steps\\n\\n  - [**Sean:**](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=1004.0)\\n      - [Build the processor dashboard with past-due and stalled-case metrics.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=740.0)\\n      - [Redesign the Asset Map as a line-item table per Rebecca's specs.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=3391.0)\\n      - [Add \\\"Partial Transfer\\\" option and a note field to the Asset Map.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=2858.0)\\n      - [Add a \\\"Destination Qualification\\\" dropdown to the Asset Map.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=3098.0)\\n      - [Implement the Asset Map workflow trigger and locking mechanism.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=3581.0)\\n      - [Add a \\\"Product\\\" column to the Pending Business view.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=2129.0)\\n      - [Separate \\\"Destination\\\" and \\\"Account\\\" into two columns.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=2227.0)\\n      - [Expose the \\\"Power Lists\\\" feature in Pending Business.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=4217.0)\\n      - [Build the Call Logs and Tasks features for Contact Profiles.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=4041.0)\\n  - [**Rebecca:**](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=3683.0)\\n      - [Provide the Asset Map screenshot with required columns and definitions.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=3683.0)\\n      - [Test data sync between the desktop app and FileMaker using test line items.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=4391.0)\\n  - [**Drake:**](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=1903.0)\\n      - [Coordinate with Sydney Bennett to begin user testing and provide feedback.](https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt?tab=summary&timestamp=1903.0)\\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\/88381858418?pwd=4UyuxW4qXBBbVyNhI1YTsfm92Dpc2m.1\",\"recorded_by\":{\"email\":\"etechnologies34@gmail.com\",\"email_domain\":\"gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"recording_end_time\":\"2026-08-26T19:38:03Z\",\"recording_id\":177132163,\"recording_start_time\":\"2026-08-26T18:20:27Z\",\"scheduled_end_time\":\"2026-08-26T19:17:37Z\",\"scheduled_start_time\":\"2026-08-26T18:17:37Z\",\"share_url\":\"https:\/\/fathom.video\/share\/JqPtn4SGLcgWu2asz-Zy6xAk25ZcGxvt\",\"shared_with\":\"no_teams\",\"title\":\"\ud83d\udc4b Hello, Lets talk about your FileMaker solution!  (Rebecca Voyzey)\",\"transcript\":[{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hi, Rebecca.\",\"timestamp\":\"00:00:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hi, Sean.\",\"timestamp\":\"00:00:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"How's it going?\",\"timestamp\":\"00:00:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:00:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"How are you?\",\"timestamp\":\"00:00:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm good.\",\"timestamp\":\"00:00:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm good.\",\"timestamp\":\"00:00:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Thanks.\",\"timestamp\":\"00:00:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Good.\",\"timestamp\":\"00:00:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Good.\",\"timestamp\":\"00:00:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Good.\",\"timestamp\":\"00:00:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So, um, actually Drake asked me if he could join our meeting.\",\"timestamp\":\"00:00:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"He had a couple of questions for you as well.\",\"timestamp\":\"00:00:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I was just going to message him and see if he wants to jump on too, but.\",\"timestamp\":\"00:00:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:00:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, I'll let him know he can jump on if he wants to.\",\"timestamp\":\"00:00:50\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So wanted to follow up with you on a few.\",\"timestamp\":\"00:00:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I know you're still actively working in there and everything, but I do have one processor who is kind of exploring the desktop app.\",\"timestamp\":\"00:01:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Is she good to go to work on actual current pending business in the desktop app as of now, or should she still be working out of WebDirect?\",\"timestamp\":\"00:01:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't think anybody has access to that yet.\",\"timestamp\":\"00:01:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, well, I do.\",\"timestamp\":\"00:01:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's probably because I'm an admin, right, I guess?\",\"timestamp\":\"00:01:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:01:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Got it.\",\"timestamp\":\"00:01:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:01:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean...\",\"timestamp\":\"00:01:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Can she work out of the WebDirect in the desktop?\",\"timestamp\":\"00:01:42\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Does that affect anything?\",\"timestamp\":\"00:01:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, that's fine.\",\"timestamp\":\"00:01:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I haven't given anybody access to anything that I wouldn't think that they could do.\",\"timestamp\":\"00:01:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't...\",\"timestamp\":\"00:01:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, I'd be happy for you...\",\"timestamp\":\"00:01:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So to like test it and make sure it's doing what you expect it's doing, but I would also make sure that you're very vigilant about that.\",\"timestamp\":\"00:02:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Like, gotcha.\",\"timestamp\":\"00:02:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:02:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"All right.\",\"timestamp\":\"00:02:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like about like, when I change something, does it change it in the system?\",\"timestamp\":\"00:02:09\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So a lot of people, they practice on myself.\",\"timestamp\":\"00:02:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I have line items that are actually like not real.\",\"timestamp\":\"00:02:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think we talked about that with Stuart.\",\"timestamp\":\"00:02:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, I'm working on a whole test profile, too.\",\"timestamp\":\"00:02:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So they're not in there.\",\"timestamp\":\"00:02:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's another thing that's like up there.\",\"timestamp\":\"00:02:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But the thing is to like I am I get pulled in different directions.\",\"timestamp\":\"00:02:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So like I'll put something in test it and then get pulled another direction.\",\"timestamp\":\"00:02:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like I can tell like I don't even know, like if you guys are cool with the layout, like I haven't gotten any feedback on anything.\",\"timestamp\":\"00:02:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So like there's a lot of changes in here and I don't know about giving it to everybody until you tell me like, hey, yeah, this is great.\",\"timestamp\":\"00:02:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"This is good enough for now.\",\"timestamp\":\"00:02:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like, I don't know.\",\"timestamp\":\"00:02:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, if you say that it is.\",\"timestamp\":\"00:02:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I believe you, nobody's given any feedback yet, which is either means nobody's doing it in there or they're.\",\"timestamp\":\"00:03:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, that's why we're meeting today partly as well.\",\"timestamp\":\"00:03:09\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"We've been messing around in there for the past few weeks and kind of seeing as things change what they do and what have you.\",\"timestamp\":\"00:03:13\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So, yeah.\",\"timestamp\":\"00:03:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay, well, maybe I should show you kind of just a couple more things I added and then you can tell me like what your opinion is.\",\"timestamp\":\"00:03:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sure.\",\"timestamp\":\"00:03:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because I started making some.\",\"timestamp\":\"00:03:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I don't know, since we talked, Rebecca, I made a lot of changes, I think.\",\"timestamp\":\"00:03:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, definitely.\",\"timestamp\":\"00:03:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So you may.\",\"timestamp\":\"00:03:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I haven't talked to Drake at all.\",\"timestamp\":\"00:03:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So.\",\"timestamp\":\"00:03:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, I'm sorry.\",\"timestamp\":\"00:03:41\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm sorry I'm late.\",\"timestamp\":\"00:03:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I was actually hung up on a call.\",\"timestamp\":\"00:03:43\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"No.\",\"timestamp\":\"00:03:45\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, I knew.\",\"timestamp\":\"00:03:45\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I saw Stuart and Will.\",\"timestamp\":\"00:03:46\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"was like, you guys are with Sean, you?\",\"timestamp\":\"00:03:48\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"She's like, yeah, we are.\",\"timestamp\":\"00:03:49\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's like, okay.\",\"timestamp\":\"00:03:50\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"But like, it's just kind of a daily thing I do is I pop in here and I just start clicking around.\",\"timestamp\":\"00:03:52\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So.\",\"timestamp\":\"00:03:58\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"is possible.\",\"timestamp\":\"00:03:59\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:03:59\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"did.\",\"timestamp\":\"00:03:59\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Seeing what each thing does without changing data per se, but just, you know, as I see new button, so.\",\"timestamp\":\"00:04:00\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, well, I'll just kind of go through the things I changed and it's fine.\",\"timestamp\":\"00:04:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm happy.\",\"timestamp\":\"00:04:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I wouldn't give you guys access if you didn't, if it wasn't like safe.\",\"timestamp\":\"00:04:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just think I'm not 100% sure of like is if you change this, does it change in FileMaker?\",\"timestamp\":\"00:04:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because I don't think I've tested these two columns.\",\"timestamp\":\"00:04:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I know they're in here.\",\"timestamp\":\"00:04:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know that I have tested them.\",\"timestamp\":\"00:04:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you change them, like I know, I think these are supposed to be a dropdown list.\",\"timestamp\":\"00:04:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And, oh, they are.\",\"timestamp\":\"00:04:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, maybe this one wasn't working.\",\"timestamp\":\"00:04:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:04:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, I don't know.\",\"timestamp\":\"00:04:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But then the whole, the concepts have kind of changed too.\",\"timestamp\":\"00:04:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So when I, you know, about how you select an asset and all that.\",\"timestamp\":\"00:04:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I want to talk to you guys about that.\",\"timestamp\":\"00:04:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And if that sort of works the way I have it set up as well.\",\"timestamp\":\"00:04:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But, and I want to jump back.\",\"timestamp\":\"00:04:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sorry, I'm to organize my thoughts first and then go forward.\",\"timestamp\":\"00:04:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:04:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So this all starts with opportunities.\",\"timestamp\":\"00:04:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Opportunities now, too.\",\"timestamp\":\"00:05:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Again, so opportunities, the assets get entered, they get, we put in a transfer, what do we call that?\",\"timestamp\":\"00:05:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Asset map.\",\"timestamp\":\"00:05:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Asset map goes, then everything moves to the pending business, and everything should flow, but it should flow through.\",\"timestamp\":\"00:05:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And haven't, like, fully tested and vetted that whole process yet, which is another thing, like when you say, is it ready to, you know, can we start having them use it?\",\"timestamp\":\"00:05:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yes and no, like that whole process probably isn't fully tested.\",\"timestamp\":\"00:05:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But that's the idea.\",\"timestamp\":\"00:05:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Anyways, as far as navigation is concerned, you've got all these filters, you've got the ability to group by now, you guys have kind of seen this, like you can physically group these or ungroup them by dragging them up here, like if you want to sort by status, you can do that.\",\"timestamp\":\"00:05:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It groups these, there's a collapse, if you want to see it all grouped together, you can open these up individually, you can add more filters, so you can really play around with this and dial it in.\",\"timestamp\":\"00:05:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"From left to right, we've got collapsible columns.\",\"timestamp\":\"00:05:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you don't want a particular column, you can do that.\",\"timestamp\":\"00:06:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"These are collabs right now, so you can't really see them.\",\"timestamp\":\"00:06:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But so I tried to group these.\",\"timestamp\":\"00:06:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll show you the reason I'm talking about this is I also made a big change in the opportunities themselves that I'll show you that we probably want to apply here as well.\",\"timestamp\":\"00:06:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I want to do it in one place to make sure that it's right before I deploy it across the whole system.\",\"timestamp\":\"00:06:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And it's as significant as a change as this all is, it's another significant change.\",\"timestamp\":\"00:06:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But just showing you all that.\",\"timestamp\":\"00:06:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then these are hard-coded buttons up here that do different things that I just let the AI kind of pick.\",\"timestamp\":\"00:06:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I was just curious to say, give me some things that you see as being potential issues.\",\"timestamp\":\"00:06:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But one big thing I was thinking about, like on this next update thing here, when it's assigned to, so it's\",\"timestamp\":\"00:06:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's assigned to Lisa here, and this one is past due, right, pretty significantly, and it's still open.\",\"timestamp\":\"00:07:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I don't know if that's something that is a warning, but I did put in here that that's a thing.\",\"timestamp\":\"00:07:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then also what I did is, as a manager now, what I can do, and I was showing Stuart this, is I can go in here.\",\"timestamp\":\"00:07:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know if I showed you this, and I can actually log in as Lisa, just to kind of see what she sees, just to make sure that what I expect it to do is what it does.\",\"timestamp\":\"00:07:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And she can't actually see pending business again.\",\"timestamp\":\"00:07:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"This is how I know she doesn't have access to pending business because I've used her before.\",\"timestamp\":\"00:07:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You see she doesn't see that, and I don't know why she has access to tax office.\",\"timestamp\":\"00:07:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That needs to be fixed.\",\"timestamp\":\"00:07:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But she probably shouldn't have access to that either.\",\"timestamp\":\"00:07:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"not sure if she brought any of these answers to this stuff, but I wanted to show you.\",\"timestamp\":\"00:08:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, I think my internet's down.\",\"timestamp\":\"00:08:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hello?\",\"timestamp\":\"00:08:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, you're cutting in and out.\",\"timestamp\":\"00:08:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Hello?\",\"timestamp\":\"00:08:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Hello?\",\"timestamp\":\"00:08:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hello?\",\"timestamp\":\"00:08:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yep.\",\"timestamp\":\"00:08:24\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Can hear us?\",\"timestamp\":\"00:08:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, it's our wonderful internet up here in Flagstaff.\",\"timestamp\":\"00:08:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hello?\",\"timestamp\":\"00:08:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, I can hear you.\",\"timestamp\":\"00:08:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:08:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I lost connection.\",\"timestamp\":\"00:08:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hello?\",\"timestamp\":\"00:08:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yep.\",\"timestamp\":\"00:08:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hello?\",\"timestamp\":\"00:08:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hello?\",\"timestamp\":\"00:08:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Hello?\",\"timestamp\":\"00:08:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hello.\",\"timestamp\":\"00:09:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hello.\",\"timestamp\":\"00:09:09\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Can you hear us?\",\"timestamp\":\"00:09:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Hello.\",\"timestamp\":\"00:09:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't think you can hear us.\",\"timestamp\":\"00:09:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Hi.\",\"timestamp\":\"00:09:32\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I can hear you.\",\"timestamp\":\"00:09:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, that's pretty bad.\",\"timestamp\":\"00:10:03\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:10:09\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Good.\",\"timestamp\":\"00:10:22\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Hello?\",\"timestamp\":\"00:10:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yep.\",\"timestamp\":\"00:10:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can hear me?\",\"timestamp\":\"00:10:34\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:10:35\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:10:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You can hear me?\",\"timestamp\":\"00:10:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:10:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Can you hear us?\",\"timestamp\":\"00:10:49\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"We can reschedule for when you get back if you need.\",\"timestamp\":\"00:11:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I can, but I think my connection is bad still.\",\"timestamp\":\"00:11:03\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I mean, that doesn't necessarily mean that the internet won't go out again up here.\",\"timestamp\":\"00:11:10\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I mean, it seems to be affecting the app, too.\",\"timestamp\":\"00:11:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They're working on the fiber in my neighborhood, so it could be that.\",\"timestamp\":\"00:11:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Affecting you guys?\",\"timestamp\":\"00:11:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Really?\",\"timestamp\":\"00:11:37\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, no, no, no.\",\"timestamp\":\"00:11:38\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm just seeing your screen.\",\"timestamp\":\"00:11:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, that would be a separate issue, I would think.\",\"timestamp\":\"00:11:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, yeah, yeah.\",\"timestamp\":\"00:11:47\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, that's not again.\",\"timestamp\":\"00:11:48\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:11:56\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Let's just open an email thread and see when a better time to reschedule is.\",\"timestamp\":\"00:12:06\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"We'll play with Rebecca.\",\"timestamp\":\"00:12:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's okay.\",\"timestamp\":\"00:12:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"mean, it's come back up now.\",\"timestamp\":\"00:12:14\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, okay.\",\"timestamp\":\"00:12:15\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So you're logged in as Lisa.\",\"timestamp\":\"00:12:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, and I just want to show you things like this where Lisa has 20 non-complete pending businesses that are assigned to her that are past due.\",\"timestamp\":\"00:12:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So just, you know, doing quick references like this, want to, if there's things like that, or I do want to draw attention to that, like as like, I would like to drive more of that, like in this area so that we as a team knows, like, you know, not to let those sorts of things happen.\",\"timestamp\":\"00:12:32\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You can say that in your documentation, and you can do those sorts of things in your training manuals, but we need to do that so that it's a constant reminder, right?\",\"timestamp\":\"00:12:50\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"And is that a plan for\",\"timestamp\":\"00:12:58\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"For admins to be able to view as other users as well?\",\"timestamp\":\"00:13:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, yeah, we could do that.\",\"timestamp\":\"00:13:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't see why not.\",\"timestamp\":\"00:13:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, I'd like to be able to view like all of them.\",\"timestamp\":\"00:13:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And if you could list it out, because like what I do is I audit for those past dues for each individual and then send it to them.\",\"timestamp\":\"00:13:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it'd be nice to have like a place where it's like Lisa's 20 past due, Jackie's 12 past due or what have you.\",\"timestamp\":\"00:13:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I know what each processor has past due.\",\"timestamp\":\"00:13:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Would that be possible?\",\"timestamp\":\"00:13:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So, yeah, we could totally do that in this user section.\",\"timestamp\":\"00:13:29\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I've been trying to think about how to sort of handle that, like do a dashboard in here or even just kind of or even just kind of maybe more of like a reporting department by department reporting to say, you know, who has what, right?\",\"timestamp\":\"00:13:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And what do you need to know?\",\"timestamp\":\"00:13:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Like I need to know from you guys what you need to know, what are the filters that you need to know?\",\"timestamp\":\"00:13:50\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So past due and then I also think ones that are taking a significant amount of time, like maybe.\",\"timestamp\":\"00:13:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"If an annuity is taking past, I don't know, six weeks, would be like a good thing to list so that we're just aware of those because usually I just filter for that amount of time to bring those up.\",\"timestamp\":\"00:14:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So yeah, past due, annuity past six weeks, maybe AUM past, same, I guess, because of non-ACAT.\",\"timestamp\":\"00:14:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So maybe make a rule for six weeks, anything that takes more than six weeks, it comes on to this page for whichever processor.\",\"timestamp\":\"00:14:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And that's from signed date, not age of the line.\",\"timestamp\":\"00:14:36\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, signed to today.\",\"timestamp\":\"00:14:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"timestamp\":\"00:14:46\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because the ages of the line, there might be a about if it's not getting, what about when time passes and it's not making any progress, they'll even be signed.\",\"timestamp\":\"00:14:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is that not something that's?\",\"timestamp\":\"00:14:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, those go into tasks and then they...\",\"timestamp\":\"00:14:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, they...\",\"timestamp\":\"00:14:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Check those occasionally to make sure that they're signed.\",\"timestamp\":\"00:15:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And if they're not signed after a certain amount of time, they stop doing an update date.\",\"timestamp\":\"00:15:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So they just kind of don't touch on it again.\",\"timestamp\":\"00:15:09\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They don't necessarily delete it, but, you know, because we have some.\",\"timestamp\":\"00:15:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"how long before it's just not going anywhere?\",\"timestamp\":\"00:15:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'd say like three months.\",\"timestamp\":\"00:15:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"done.\",\"timestamp\":\"00:15:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I give them a good amount of time because a lot of people, like they might be vacationing in Mexico.\",\"timestamp\":\"00:15:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They're retired and like some people do that, like, and then they'll sign when they come back.\",\"timestamp\":\"00:15:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So we kind of give it like three months for them to move forward on that.\",\"timestamp\":\"00:15:33\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"And in that case, it wouldn't just make more sense to put the update date out three months?\",\"timestamp\":\"00:15:39\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:15:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then we cancel after three months, if nothing.\",\"timestamp\":\"00:15:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So you would put the update date out three months?\",\"timestamp\":\"00:15:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:15:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Not just let it linger in the past?\",\"timestamp\":\"00:15:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, no.\",\"timestamp\":\"00:15:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They should always be.\",\"timestamp\":\"00:15:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So there should never trying to understand, like, what are the steps?\",\"timestamp\":\"00:15:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's like.\",\"timestamp\":\"00:15:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"like.\",\"timestamp\":\"00:15:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Sure.\",\"timestamp\":\"00:16:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So, so there should never be anything in past due.\",\"timestamp\":\"00:16:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's like you're late for, there's just a lot, like no matter who I look at, there's a lot in there.\",\"timestamp\":\"00:16:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:16:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I just threw it in there.\",\"timestamp\":\"00:16:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I didn't even know if it was something you cared about.\",\"timestamp\":\"00:16:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I just threw it in there or something.\",\"timestamp\":\"00:16:13\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's the number one thing I care about.\",\"timestamp\":\"00:16:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Like I actually made a list for them of what they should be doing per day.\",\"timestamp\":\"00:16:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And it's the only thing that is on that list twice.\",\"timestamp\":\"00:16:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"First thing in the morning, second thing, before they leave, they should be checking that everything is not sitting in past due, that there's nothing there.\",\"timestamp\":\"00:16:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So that's one of my biggest concerns is they're letting stuff kind of fall to the wayside or missing it or, you know.\",\"timestamp\":\"00:16:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Understood.\",\"timestamp\":\"00:16:41\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, I gotcha.\",\"timestamp\":\"00:16:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So one of the bigger changes and I, so I'll, I'll add in that dashboard.\",\"timestamp\":\"00:16:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So let me finish one talking point or the next.\",\"timestamp\":\"00:16:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll finish that.\",\"timestamp\":\"00:16:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll, I'll, I'll, I'll put that dashboard in there.\",\"timestamp\":\"00:16:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"At least give you.\",\"timestamp\":\"00:16:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"A place to start talking about this.\",\"timestamp\":\"00:17:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"put those few things in there so we can see that.\",\"timestamp\":\"00:17:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then feedback, right?\",\"timestamp\":\"00:17:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Let me know what else.\",\"timestamp\":\"00:17:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I'm going to opportunities to get the pending business, so bear with me.\",\"timestamp\":\"00:17:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I remember I said that I made some significant changes here, and I'll kind of show you what those are.\",\"timestamp\":\"00:17:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The first being that you, as an admin, you can now go in and define these buttons.\",\"timestamp\":\"00:17:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"OK, so up here in the upper left-hand corner, admins have this edit button.\",\"timestamp\":\"00:17:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I want to add this to the other areas, obviously, since this is all consistent.\",\"timestamp\":\"00:17:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I just did this in opportunities.\",\"timestamp\":\"00:17:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So when you go into edit mode, it brings up the actual items.\",\"timestamp\":\"00:17:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If you want to edit this particular one, you click here.\",\"timestamp\":\"00:17:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It brings up the button details.\",\"timestamp\":\"00:17:50\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then I made all of the most of the edits in line, because I think it makes more sense to actually see what's going on as you're editing.\",\"timestamp\":\"00:17:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, so I had an older way of doing this that I think was a little confusing.\",\"timestamp\":\"00:18:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So as you're editing this, you can put in all your filters and the different things.\",\"timestamp\":\"00:18:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I also added a ton more fields.\",\"timestamp\":\"00:18:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So these are all the fields up here.\",\"timestamp\":\"00:18:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can choose which fields you want to include.\",\"timestamp\":\"00:18:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then you can define the columns and the column grouping.\",\"timestamp\":\"00:18:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So again, the column grouping is this thing right here where you can collapse it.\",\"timestamp\":\"00:18:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And so you can see that up here.\",\"timestamp\":\"00:18:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And you can, if you want to give it a different color, a different icon for the column grouping, you can do that.\",\"timestamp\":\"00:18:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can select your own icon.\",\"timestamp\":\"00:18:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And again, this is only for admins to individual users.\",\"timestamp\":\"00:18:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't really want them doing this because I think they'll just probably give you more headaches than it's worth.\",\"timestamp\":\"00:18:40\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And the other thing here is you can assign who this goes to.\",\"timestamp\":\"00:18:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I don't think I have this fully flushed out because I want to expand on the roles a little bit more and give, you know, sales is one thing.\",\"timestamp\":\"00:18:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Admin is one thing, but I think we\",\"timestamp\":\"00:18:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I think I might, as far as the users are concerned, just so you know, this is where it is now, but I'll probably expand on this just to kind of let you guys define the user roles.\",\"timestamp\":\"00:19:02\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So if you want to say, like, there's a pending business A, pending business B, those are boring names, but you can embellish how you wanted and you would be able to, like, say or, you know, you could give it whatever levels you wanted and then be able to apply those.\",\"timestamp\":\"00:19:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's security roles throughout the system.\",\"timestamp\":\"00:19:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then I also just made it so you can give this to certain individuals.\",\"timestamp\":\"00:19:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if it's only, like, one person that needs access, and they're not part of that role, you can do that.\",\"timestamp\":\"00:19:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then locations as well.\",\"timestamp\":\"00:19:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like, if asset preservation needs this and Alpha 1 does not, because it's not important, you can do that.\",\"timestamp\":\"00:19:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Or you can obviously select all if that's what you wanted to do.\",\"timestamp\":\"00:19:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You have access to the full button design.\",\"timestamp\":\"00:19:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can change the color.\",\"timestamp\":\"00:19:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"color.\",\"timestamp\":\"00:19:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You\",\"timestamp\":\"00:19:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If you want to pretty much whatever you want, you can again add an icon.\",\"timestamp\":\"00:20:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can change the icon.\",\"timestamp\":\"00:20:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So if you want to change the icon, can see that that all works like that.\",\"timestamp\":\"00:20:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then you can ask it to like do a, to make Anthropic, give you a description if you want.\",\"timestamp\":\"00:20:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm not sure how I want to use that, but I don't know.\",\"timestamp\":\"00:20:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I had that somewhere else.\",\"timestamp\":\"00:20:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"threw that in there.\",\"timestamp\":\"00:20:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The biggest change to this, and I'm going to put, I'm going to do this like this.\",\"timestamp\":\"00:20:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm going to take a sign to, I'm going to put, am I doing it not working?\",\"timestamp\":\"00:20:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"it, I just broke something.\",\"timestamp\":\"00:20:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I, you should be\",\"timestamp\":\"00:20:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"able to drag it and drop it outside of the group, but for some reason, it's What's the drop here on the right?\",\"timestamp\":\"00:21:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, sorry.\",\"timestamp\":\"00:21:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So these are anchored right.\",\"timestamp\":\"00:21:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"These are anchored left.\",\"timestamp\":\"00:21:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Ah, okay.\",\"timestamp\":\"00:21:13\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Got it.\",\"timestamp\":\"00:21:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Got it.\",\"timestamp\":\"00:21:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So if I drop anything in here, you'll see when I scroll this, that appointment center will always stay there, anchored right.\",\"timestamp\":\"00:21:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, cool, cool.\",\"timestamp\":\"00:21:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Um, anyway, so that's how you edit that.\",\"timestamp\":\"00:21:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And when you save that, close your editing, whenever you go back to it, it's, nope, it is working.\",\"timestamp\":\"00:21:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you can see that, let me make this smaller so you can see how this works.\",\"timestamp\":\"00:21:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you can see how that stays anchored on the right.\",\"timestamp\":\"00:21:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So everything in the middle.\",\"timestamp\":\"00:21:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We'll scroll, but it always, so this is anchored left, so you can see these two columns are anchored left, this, this column's anchored right, and see how these, when I get down to a certain size, you see how that becomes relevant.\",\"timestamp\":\"00:22:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Got it.\",\"timestamp\":\"00:22:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, I like that.\",\"timestamp\":\"00:22:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So then another big change I made to this is this whole idea of Kanban.\",\"timestamp\":\"00:22:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you, again, again, you can group different ways, right?\",\"timestamp\":\"00:22:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But, like, let's say you wanted to see who's still interested, you've got that, but if you switch to the Kanban mode, it actually puts it into columns on the top.\",\"timestamp\":\"00:22:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Awesome.\",\"timestamp\":\"00:22:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So this is, that's not really what I wanted to show you, but what actually has more power, I think, here is, like, if you're, if you wanted to say, like,\",\"timestamp\":\"00:22:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Let's just filter by those statuses that you guys are kind of, I think, involved in, right?\",\"timestamp\":\"00:23:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Those last few.\",\"timestamp\":\"00:23:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If we switch that into Kanban, this is where this kind of gets cool because now you can see the statuses across.\",\"timestamp\":\"00:23:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:23:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because I audit stage 11 to 12, what was written versus what was closed.\",\"timestamp\":\"00:23:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So this will be really helpful for me to see what is written and what is closed that they're doing.\",\"timestamp\":\"00:23:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:23:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And so then the other thing is, is like when you're, when you're building these out, like, and you want to, when you want to build this out, if you say here that assigned to logged in, that's how you would say to this system, like, when you save this.\",\"timestamp\":\"00:23:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Now this becomes, whenever they select this item, that becomes always to select me.\",\"timestamp\":\"00:23:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:23:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So whenever I click this, I need to fix that.\",\"timestamp\":\"00:23:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"guidance.\",\"timestamp\":\"00:23:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:23:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It doesn't turn on and off.\",\"timestamp\":\"00:24:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It'll always select me.\",\"timestamp\":\"00:24:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then this is where it kind of gets cool that you can put the Kanban on and see exactly where you're at with all your stuff.\",\"timestamp\":\"00:24:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And you can even drag and drop.\",\"timestamp\":\"00:24:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The only one I've activated this for is status, because in some cases, I don't know I would want to do this.\",\"timestamp\":\"00:24:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But if you drag this and drop, it's the same thing as clicking the status to change it.\",\"timestamp\":\"00:24:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"For pending business, it'd be great to know what's been paid, what hasn't, like that kind of thing.\",\"timestamp\":\"00:24:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"What does Kanban mean?\",\"timestamp\":\"00:24:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's just this format.\",\"timestamp\":\"00:24:40\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Kanban is this format.\",\"timestamp\":\"00:24:42\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's just the format.\",\"timestamp\":\"00:24:43\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:24:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Kanban is a board.\",\"timestamp\":\"00:24:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Got it.\",\"timestamp\":\"00:24:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's for project management, and it just means that whatever grouping you make, it goes across the top.\",\"timestamp\":\"00:24:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So we can see our group by statuses, so that goes across the top.\",\"timestamp\":\"00:24:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I mean, whatever Whatever-\",\"timestamp\":\"00:24:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Filter, whatever filter you want to put in there, whether that's, even if we wanted to use like the, let's see, we wanted to add the, which it's not in here anymore.\",\"timestamp\":\"00:25:00\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Where's the follow-up date?\",\"timestamp\":\"00:25:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh wait, we don't have follow-up date opportunities.\",\"timestamp\":\"00:25:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But you can even put like this set of dates on top.\",\"timestamp\":\"00:25:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I guess we could just use this as a, as a appointment as a, oh, that one might not be working.\",\"timestamp\":\"00:25:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:25:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If you run into something like that, where that group isn't working, just let me know.\",\"timestamp\":\"00:25:35\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Sometimes I have to like think about programming it.\",\"timestamp\":\"00:25:37\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"doesn't, it doesn't do it automatically.\",\"timestamp\":\"00:25:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Let let me, let me real quick here.\",\"timestamp\":\"00:25:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Let's say we have like list seven date, like we did like something like this.\",\"timestamp\":\"00:25:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Let's see if that works.\",\"timestamp\":\"00:26:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, it's still not working.\",\"timestamp\":\"00:26:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I mean, even if it was dates, you can almost use it like a calendar.\",\"timestamp\":\"00:26:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like whatever date is in here, those dates would show along the top, right?\",\"timestamp\":\"00:26:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yep.\",\"timestamp\":\"00:26:13\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I mean, you can play around.\",\"timestamp\":\"00:26:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But you could use Appointment Setter as well.\",\"timestamp\":\"00:26:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And the other thing, so like even if you use Appointment Setter, for instance.\",\"timestamp\":\"00:26:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Dude, none of my groupings working here?\",\"timestamp\":\"00:26:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Let's do Assigned.\",\"timestamp\":\"00:26:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I know I've done one or two of these before.\",\"timestamp\":\"00:26:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"OK.\",\"timestamp\":\"00:26:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There we go.\",\"timestamp\":\"00:26:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So let's say you want to do Assigned.\",\"timestamp\":\"00:26:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"This is another.\",\"timestamp\":\"00:26:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"mean, you could use this a few different ways.\",\"timestamp\":\"00:26:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I've just been kind of toying around with it.\",\"timestamp\":\"00:26:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But let's say you do Assigned to and then Status.\",\"timestamp\":\"00:26:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And you can see it kind of lets you extend that.\",\"timestamp\":\"00:26:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then you do the Kanban board.\",\"timestamp\":\"00:26:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It'll actually break it down like that for you.\",\"timestamp\":\"00:26:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So there's a number of ways you could use this.\",\"timestamp\":\"00:26:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"OK.\",\"timestamp\":\"00:26:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then I also built in.\",\"timestamp\":\"00:26:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So that, I know you guys aren't, I don't think you're really involved in like the whole, like, I think that's more Willow, right, that does like the appointment setup and seminars and stuff like that.\",\"timestamp\":\"00:27:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I mean, you could organize this in a way that like, because I put in my, I put in like the, where is it?\",\"timestamp\":\"00:27:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, like the callbacks here.\",\"timestamp\":\"00:27:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you want to organize this into like callbacks, really depending on how you, you know, you do this, it gives you a lot of power as to like what you're, what you're trying to do with them.\",\"timestamp\":\"00:27:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Cause like, if you haven't been, you know, you can reach out to all these people by clicking that selects them all, and then you can use your send button to then open the form fill manager, which I kind of showed.\",\"timestamp\":\"00:27:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:28:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then send your SMS to the team or do whatever else.\",\"timestamp\":\"00:28:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm still kind of working on this.\",\"timestamp\":\"00:28:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Or be able to run a list from pending business of maybe people that the processors need to call and if that's been completed.\",\"timestamp\":\"00:28:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:28:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Same sort of thing.\",\"timestamp\":\"00:28:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Cool.\",\"timestamp\":\"00:28:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I love that.\",\"timestamp\":\"00:28:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:28:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Whatever.\",\"timestamp\":\"00:28:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If you need to send an email.\",\"timestamp\":\"00:28:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you need to send an email to a group of people that you need the same thing, I'm working on that as well.\",\"timestamp\":\"00:28:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And there'll be standard email templates, just like we've had in.\",\"timestamp\":\"00:28:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So this area now, I think I showed you this.\",\"timestamp\":\"00:28:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You'll be able to manage like standard email templates.\",\"timestamp\":\"00:28:39\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes, I did.\",\"timestamp\":\"00:28:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Attach PDF merges as well.\",\"timestamp\":\"00:28:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So these will all be merged.\",\"timestamp\":\"00:28:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you can use your merges here and you can use your PDFs that you've already created.\",\"timestamp\":\"00:28:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It'll merge these and merge this email when it sends it.\",\"timestamp\":\"00:28:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I need to still meet with them.\",\"timestamp\":\"00:28:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"let's Go Go Go Go\",\"timestamp\":\"00:28:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Greg, to sort out how to get connected to Microsoft to do that.\",\"timestamp\":\"00:29:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So most of that's in place.\",\"timestamp\":\"00:29:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It still needs a little bit of refinement as far as the workflow is considered.\",\"timestamp\":\"00:29:12\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So when this comes out and for testing, so admins will be building out these filters for each person for what they see when they log in.\",\"timestamp\":\"00:29:20\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because when they access this, it's still going to be broken down per market that users are assigned to, right?\",\"timestamp\":\"00:29:30\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Instead of like right now, what we see is the whole company when we're looking.\",\"timestamp\":\"00:29:35\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, it's going to be, it'll be all locations.\",\"timestamp\":\"00:29:40\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"It'll be all locations.\",\"timestamp\":\"00:29:42\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:29:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:29:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So when you, when you create a new opportunity, you will create it for the location you have access to.\",\"timestamp\":\"00:29:45\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Got it.\",\"timestamp\":\"00:29:53\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So when you're logged in as you.\",\"timestamp\":\"00:29:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You don't have access to opportunities.\",\"timestamp\":\"00:30:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll give you access.\",\"timestamp\":\"00:30:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"See you here.\",\"timestamp\":\"00:30:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, I need to fix that.\",\"timestamp\":\"00:31:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I haven't tested that.\",\"timestamp\":\"00:31:06\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, and that is because like me, my user, I do have access to those because I jump into all the markets.\",\"timestamp\":\"00:31:08\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So say like an assistant or somebody, they would only be able to see the Denver, if that's all they're part of.\",\"timestamp\":\"00:31:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yes, I think so.\",\"timestamp\":\"00:31:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, I can validate that.\",\"timestamp\":\"00:31:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I mean, that is stuff I need to test.\",\"timestamp\":\"00:31:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like I need to go through.\",\"timestamp\":\"00:31:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's kind of a pain in  to test these things.\",\"timestamp\":\"00:31:35\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"But that's why, you know, it does help if you guys jump in here and you see those things that.\",\"timestamp\":\"00:31:38\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:31:42\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"And so we have our like internal testing with some of these new things when they become accessible.\",\"timestamp\":\"00:31:43\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I would say, if anything, the one person that like a standard user to use as an example for testing would probably be Sydney.\",\"timestamp\":\"00:31:50\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"She.\",\"timestamp\":\"00:31:59\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"She.\",\"timestamp\":\"00:31:59\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"She remote opportunities and pending when needed, and she's helping us with a lot of testing and finding issues.\",\"timestamp\":\"00:32:00\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, mean, let's use her, I guess.\",\"timestamp\":\"00:32:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sorry about that flashing.\",\"timestamp\":\"00:32:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"don't know what's going on there.\",\"timestamp\":\"00:32:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I noticed that's a first opportunity.\",\"timestamp\":\"00:32:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sydney Bennett?\",\"timestamp\":\"00:32:34\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:32:36\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh God.\",\"timestamp\":\"00:32:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:32:42\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So she has a lot of like time to play with this stuff too.\",\"timestamp\":\"00:32:42\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So those are the only markets she's jumped into.\",\"timestamp\":\"00:33:07\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it is working.\",\"timestamp\":\"00:33:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:33:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then also she shouldn't be able to see anything and not either.\",\"timestamp\":\"00:33:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like, that's another thing that we need to test.\",\"timestamp\":\"00:33:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like, she shouldn't be able to see if this is a choice.\",\"timestamp\":\"00:33:18\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's so jumpy.\",\"timestamp\":\"00:33:34\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I can't click it.\",\"timestamp\":\"00:33:35\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I can't click it.\",\"timestamp\":\"00:33:36\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I mean, I think you get the point.\",\"timestamp\":\"00:33:37\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"You've got to be quicker than that.\",\"timestamp\":\"00:33:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I mean, I, so I've tried to, is that, could that be right?\",\"timestamp\":\"00:33:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's only one that can't be right.\",\"timestamp\":\"00:33:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's only one in that location that she's assigned to.\",\"timestamp\":\"00:33:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That can't be right.\",\"timestamp\":\"00:33:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There must be something wrong there.\",\"timestamp\":\"00:33:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"This flashing is going to give me a headache.\",\"timestamp\":\"00:33:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I mean, the idea\",\"timestamp\":\"00:33:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:34:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is that, you know, it stopped finally.\",\"timestamp\":\"00:34:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, maybe hovering over that.\",\"timestamp\":\"00:34:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Stop it.\",\"timestamp\":\"00:34:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know.\",\"timestamp\":\"00:34:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's so weird.\",\"timestamp\":\"00:34:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, it's doing it again.\",\"timestamp\":\"00:34:13\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Stop for a moment.\",\"timestamp\":\"00:34:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"All right.\",\"timestamp\":\"00:34:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Anyways.\",\"timestamp\":\"00:34:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But then the other thing is like, if you don't want them to have access to the filters, like we can, we can remove that.\",\"timestamp\":\"00:34:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like, I just, I need to know what you think.\",\"timestamp\":\"00:34:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like, I don't know.\",\"timestamp\":\"00:34:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So my brain sometimes thinks different.\",\"timestamp\":\"00:34:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"If this, any of this looks weird to you guys, or it's too much, let me know.\",\"timestamp\":\"00:34:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Like, I just need to know, like, or if you need it simplified or whatever, we're obviously going to all have to agree that everybody's a little different and we'll have to learn.\",\"timestamp\":\"00:34:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:34:43\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, that's what I was going to talk to you about with like, with regards to like how it looks and how penning looks like.\",\"timestamp\":\"00:34:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I, I, I like the way it looks, especially with the card view.\",\"timestamp\":\"00:34:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Um, and the feedback we got from our processor is that she wants to.\",\"timestamp\":\"00:34:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So to look a little bit more like how FileMaker looks right now.\",\"timestamp\":\"00:35:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"However, I think that this card view does look a lot like that.\",\"timestamp\":\"00:35:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They can just break that out every single time.\",\"timestamp\":\"00:35:09\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I think it's important to have that line view as well.\",\"timestamp\":\"00:35:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I actually am just kind of saying, let's pull the trigger and not change a thing to me.\",\"timestamp\":\"00:35:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't know.\",\"timestamp\":\"00:35:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, I'm sure I'm certain there's something we need to change.\",\"timestamp\":\"00:35:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just don't know what it is.\",\"timestamp\":\"00:35:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, for now, for now.\",\"timestamp\":\"00:35:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:35:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Like, and going through here, there's like stuff on here that I'm already like, okay, we need to add a column for products.\",\"timestamp\":\"00:35:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"There's no column there in, you know, pending business, like things like that.\",\"timestamp\":\"00:35:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But I mean, the general layout.\",\"timestamp\":\"00:35:38\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"There's no column for products.\",\"timestamp\":\"00:35:41\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:35:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And pending business.\",\"timestamp\":\"00:35:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't see one.\",\"timestamp\":\"00:35:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And that's one thing I need to be able to filter more.\",\"timestamp\":\"00:35:52\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"When you right here destination, no, um, source.\",\"timestamp\":\"00:35:54\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Contra.\",\"timestamp\":\"00:35:59\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, you mean you need to filter by product.\",\"timestamp\":\"00:36:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I see what you're saying.\",\"timestamp\":\"00:36:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:36:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You need a filter.\",\"timestamp\":\"00:36:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You can see the product.\",\"timestamp\":\"00:36:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You just can't filter by it.\",\"timestamp\":\"00:36:09\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, those aren't the product.\",\"timestamp\":\"00:36:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's the company it's going to.\",\"timestamp\":\"00:36:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, in the destination account.\",\"timestamp\":\"00:36:14\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"See, it's part of the F&G and the account number, performance.\",\"timestamp\":\"00:36:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, it would be tied to the asset itself, right?\",\"timestamp\":\"00:36:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So it's in there.\",\"timestamp\":\"00:36:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If it's selected, it's in there.\",\"timestamp\":\"00:36:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Right.\",\"timestamp\":\"00:36:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"need it to display.\",\"timestamp\":\"00:36:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Gotcha.\",\"timestamp\":\"00:36:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And this feedback is coming from also a place of, I've been speaking to our director of finance.\",\"timestamp\":\"00:36:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And she was asking me, so Sherry is her name, about a couple of things that she's going to need to break out commissions.\",\"timestamp\":\"00:36:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And it would be nice to see if it's missing the product.\",\"timestamp\":\"00:36:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So like at the top there, you know, location, opportunity, source.\",\"timestamp\":\"00:36:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So having product for the.\",\"timestamp\":\"00:36:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Great.\",\"timestamp\":\"00:36:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:37:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because if I have to go into the asset.\",\"timestamp\":\"00:37:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, and also, you know, we want to be paying commissions from here moving forward.\",\"timestamp\":\"00:37:02\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:37:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:37:07\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So like the destination and account, they're like in the same column.\",\"timestamp\":\"00:37:07\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So Rebecca, you're saying they need to be separated.\",\"timestamp\":\"00:37:13\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:37:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"If you could break them out.\",\"timestamp\":\"00:37:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And what, what is the, okay.\",\"timestamp\":\"00:37:21\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"When you want it broken out, just want to make sure I understand.\",\"timestamp\":\"00:37:24\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So in destination slash account, that column, they would need to be their own.\",\"timestamp\":\"00:37:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The product.\",\"timestamp\":\"00:37:37\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:37:39\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because the account, like when it's an annuity, the account part is giving the product.\",\"timestamp\":\"00:37:40\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So like there's an Allianz that I see says Allianz and then accumulation advantage in the same sale.\",\"timestamp\":\"00:37:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Right there.\",\"timestamp\":\"00:37:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:37:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So just keep them.\",\"timestamp\":\"00:37:59\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Mine, though, that everything comes from the asset, though, right?\",\"timestamp\":\"00:38:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like, this is the asset that's selected for this line.\",\"timestamp\":\"00:38:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So anything that the product would get, I know that's the product would get entered here.\",\"timestamp\":\"00:38:11\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Like, this one's actually missing a product description.\",\"timestamp\":\"00:38:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But I could put this field on here, and you can select.\",\"timestamp\":\"00:38:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But it wouldn't be selectable until you actually match the.\",\"timestamp\":\"00:38:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So some of these don't have anything, right?\",\"timestamp\":\"00:38:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like, so that one doesn't have anything.\",\"timestamp\":\"00:38:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you can't, you have to create the asset for this, right?\",\"timestamp\":\"00:38:33\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's the idea is that we're putting the asset in for these.\",\"timestamp\":\"00:38:37\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:38:40\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, I just want to make sure we're clear.\",\"timestamp\":\"00:38:41\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:38:43\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:38:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't mind adding another column in here for the asset, but.\",\"timestamp\":\"00:38:44\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So if you scroll a little more to the right, right there, that column.\",\"timestamp\":\"00:38:48\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So you see how Performance Pro is right there.\",\"timestamp\":\"00:38:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's like, yeah, it's part of the same thing.\",\"timestamp\":\"00:38:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:38:59\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So that we could, yeah, have its own column for what the product is.\",\"timestamp\":\"00:39:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:39:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And this one has one because it's not entered here.\",\"timestamp\":\"00:39:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It must be getting that from any business.\",\"timestamp\":\"00:39:14\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I have it getting it from both.\",\"timestamp\":\"00:39:19\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, it's from FileMaker.\",\"timestamp\":\"00:39:20\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because your data wasn't, it's not the same.\",\"timestamp\":\"00:39:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So, but it should be, moving forward, you'll have to put it in here.\",\"timestamp\":\"00:39:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like, it'll have to be selected here.\",\"timestamp\":\"00:39:28\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes.\",\"timestamp\":\"00:39:30\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"And that is the, yeah, asset profile has to be filled out for it to work with new business.\",\"timestamp\":\"00:39:31\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:39:36\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:39:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So, but when they would enter it there, because they don't, they don't, we don't really enter it into the asset profile until it's done.\",\"timestamp\":\"00:39:37\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:39:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"they're, Well, the thing is, is it just puts it into a, it doesn't, it just puts it into a status that it's being transferred.\",\"timestamp\":\"00:39:46\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's getting ready to build the asset while\",\"timestamp\":\"00:39:56\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's pending.\",\"timestamp\":\"00:40:00\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:40:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Right.\",\"timestamp\":\"00:40:02\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:40:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you put it in there, I mean, I can show you what it does.\",\"timestamp\":\"00:40:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"can put it on when it doesn't.\",\"timestamp\":\"00:40:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Knowing stuff like that, where it like hops around, we should be able to fix as well.\",\"timestamp\":\"00:40:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't have any opportunities figures.\",\"timestamp\":\"00:40:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Let's put it under you.\",\"timestamp\":\"00:40:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'd be over Denver.\",\"timestamp\":\"00:40:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:40:47\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"She's in the Denver location.\",\"timestamp\":\"00:40:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Is that the one with, yeah, the employee training opportunity and then test test.\",\"timestamp\":\"00:40:50\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I mean, it doesn't matter so much so that, you know, that it just, it puts it into the.\",\"timestamp\":\"00:40:56\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"into a transfer status so that it doesn't show up like when you go to the asset profile, it's going to go into, this one doesn't have it, but it'll go into like, it only shows active on here, so it goes into a pending transfer status.\",\"timestamp\":\"00:41:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can see it if you want to do, but you'd have to actually undefault it.\",\"timestamp\":\"00:41:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Does that make sense?\",\"timestamp\":\"00:41:30\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, and that's fine as long as it's not considered active until it issues and delivers.\",\"timestamp\":\"00:41:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, no, I assume that it might be good to know here as well, like that you have some pending transfer.\",\"timestamp\":\"00:41:36\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, that you have ongoing account.\",\"timestamp\":\"00:41:42\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"And even the other thing that I did within these is, and I don't know if you can see this, I'm kind of like diving kind of deep here for this.\",\"timestamp\":\"00:41:44\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I hope this makes sense, but you can see the pending business.\",\"timestamp\":\"00:41:54\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, I see it.\",\"timestamp\":\"00:41:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"We never had this in Asset before, and I don't know why, but you should be able to see what's happening with this, right?\",\"timestamp\":\"00:42:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Right.\",\"timestamp\":\"00:42:09\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"And that was another thing, too, is when it comes to Asset Maps, where are your thoughts on it?\",\"timestamp\":\"00:42:13\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm going to show you that.\",\"timestamp\":\"00:42:22\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Connecting to opportunities, to building it, to the trigger, and then it going into the business.\",\"timestamp\":\"00:42:24\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I got a lot of that done, actually.\",\"timestamp\":\"00:42:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Awesome.\",\"timestamp\":\"00:42:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So when you go into, let's start by, like, maybe going into a more, oh, I hit my filters.\",\"timestamp\":\"00:42:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"See, I can't even remember.\",\"timestamp\":\"00:42:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm like, what did I do?\",\"timestamp\":\"00:42:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I can't find my filters.\",\"timestamp\":\"00:42:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Let's go into, like, one that's further along.\",\"timestamp\":\"00:42:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Here, find something that's a little further along here.\",\"timestamp\":\"00:42:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And let's go.\",\"timestamp\":\"00:42:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Nope, no assets.\",\"timestamp\":\"00:43:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That sucks.\",\"timestamp\":\"00:43:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I need to find one that actually has something.\",\"timestamp\":\"00:43:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Maybe one that's later, maybe that's even, maybe we're too far along.\",\"timestamp\":\"00:43:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, not far enough along.\",\"timestamp\":\"00:43:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Here we go.\",\"timestamp\":\"00:43:20\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, 10 or, yeah.\",\"timestamp\":\"00:43:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You know what's something I did?\",\"timestamp\":\"00:43:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"How did I do this?\",\"timestamp\":\"00:43:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm trying to remember.\",\"timestamp\":\"00:43:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I added a bunch of, where do you see that?\",\"timestamp\":\"00:43:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I added that in here and I can't remember what I did now.\",\"timestamp\":\"00:43:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"One second, let me think about this.\",\"timestamp\":\"00:43:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I started changing this and I thought I put in here like a thing.\",\"timestamp\":\"00:43:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, there it is.\",\"timestamp\":\"00:43:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just remembered.\",\"timestamp\":\"00:43:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Ah, I can't remember all the feature ads I added.\",\"timestamp\":\"00:44:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So there's this right here that tells you the asset profile status.\",\"timestamp\":\"00:44:02\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:44:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's awesome.\",\"timestamp\":\"00:44:09\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I love that.\",\"timestamp\":\"00:44:10\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So you can see what's going on in this.\",\"timestamp\":\"00:44:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And this means you can actually click on their asset, this, to show the map directly, but that's not right.\",\"timestamp\":\"00:44:16\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I got an example, if you want a name.\",\"timestamp\":\"00:44:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, go ahead.\",\"timestamp\":\"00:44:34\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Last name, M-C-A-G-H-O-N, Dennis, M-C-A, Dennis.\",\"timestamp\":\"00:44:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I think it's because you're not in Denver.\",\"timestamp\":\"00:45:01\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, he's seen everything he should be.\",\"timestamp\":\"00:45:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, okay.\",\"timestamp\":\"00:45:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like that?\",\"timestamp\":\"00:45:09\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, M-C-A-G-H.\",\"timestamp\":\"00:45:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, M-C-A-G-H.\",\"timestamp\":\"00:45:14\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"There, that one.\",\"timestamp\":\"00:45:16\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:45:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay, perfect.\",\"timestamp\":\"00:45:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So this works one of two different ways.\",\"timestamp\":\"00:45:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"can actually go to the contact and do this, but when you do it from the opportunity, it will automatically, so I'll show you this as well.\",\"timestamp\":\"00:45:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So like if I do this from the contact, right?\",\"timestamp\":\"00:45:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So this is the contact page.\",\"timestamp\":\"00:45:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then this button up here will actually let you open this in a new window, just so you know, too.\",\"timestamp\":\"00:45:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you can actually open it up like that.\",\"timestamp\":\"00:45:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But when I'm at, and you can do this as well for this, you can open up the asset map on its own if you want.\",\"timestamp\":\"00:45:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So you've got a lot of stuff here that you can do, but you can see how this kind of does the three different things.\",\"timestamp\":\"00:46:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's a summary, click entry, and then this is the asset map.\",\"timestamp\":\"00:46:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you can see when you open it from here, you actually can select which opportunity you want to work on.\",\"timestamp\":\"00:46:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you have that option as well.\",\"timestamp\":\"00:46:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Now, when you do that back here, it's simply going right to that asset profile for this opportunity.\",\"timestamp\":\"00:46:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you can go through this.\",\"timestamp\":\"00:46:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Now, here, you go through and you want to set, again, this works a little bit the way it used to, the system we didn't use.\",\"timestamp\":\"00:46:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You select which ones you're going to transfer.\",\"timestamp\":\"00:46:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You're going to enter a destination company, the qualified source.\",\"timestamp\":\"00:46:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can just set the full amount or partial amount and the transfer number if you want to have it.\",\"timestamp\":\"00:46:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think these are required.\",\"timestamp\":\"00:46:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"This is not at this point.\",\"timestamp\":\"00:46:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if that's not right, let me know.\",\"timestamp\":\"00:46:50\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But I think you have to enter at least.\",\"timestamp\":\"00:46:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, maybe I don't have a transfer amount on there.\",\"timestamp\":\"00:47:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Seems like the transfer amount will be required.\",\"timestamp\":\"00:47:05\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Do you always know that, right?\",\"timestamp\":\"00:47:07\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"If it's the whole account or partial.\",\"timestamp\":\"00:47:10\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, that's what I was just going to say.\",\"timestamp\":\"00:47:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So there's a lot of time.\",\"timestamp\":\"00:47:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't think you know this all the time, right?\",\"timestamp\":\"00:47:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, no, we don't know that all the time.\",\"timestamp\":\"00:47:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"OK, so I have that.\",\"timestamp\":\"00:47:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, well, just play around with it.\",\"timestamp\":\"00:47:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If you see something that is funky or doesn't make sense.\",\"timestamp\":\"00:47:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"OK, should I list them now or should I list them later?\",\"timestamp\":\"00:47:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Um, I don't care.\",\"timestamp\":\"00:47:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, you can tell me now.\",\"timestamp\":\"00:47:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:47:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So we do need to have an option for partial as well.\",\"timestamp\":\"00:47:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And for you can enter whatever number you want there.\",\"timestamp\":\"00:47:42\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Right.\",\"timestamp\":\"00:47:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So so there's also not just amounts there.\",\"timestamp\":\"00:47:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Sometimes we are transferring certain securities as well.\",\"timestamp\":\"00:47:50\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So there might be a partial and they are only transferring Amazon and Disney and Apple.\",\"timestamp\":\"00:47:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Something like that, for example.\",\"timestamp\":\"00:48:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So you need to specify that?\",\"timestamp\":\"00:48:02\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes.\",\"timestamp\":\"00:48:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:48:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So that the processor knows to go in and complete the transfer paperwork as such.\",\"timestamp\":\"00:48:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And what does that look like?\",\"timestamp\":\"00:48:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You want to enter like tickers individually?\",\"timestamp\":\"00:48:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes.\",\"timestamp\":\"00:48:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:48:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So you could that mainly with mutual fund accounts or is that with other accounts, too?\",\"timestamp\":\"00:48:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's with other accounts, too.\",\"timestamp\":\"00:48:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Sometimes.\",\"timestamp\":\"00:48:23\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So you would want to be able to say how much of the each of those you're moving?\",\"timestamp\":\"00:48:24\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So how much or if there's certain securities and how many securities we are transferring?\",\"timestamp\":\"00:48:28\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Is it just notes or do you want to actually enter them individually?\",\"timestamp\":\"00:48:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I would say it'd be great to have like partial, like where you can check full or partial, and then either enter an amount or there could be a note place and say, you know, transfer these securities.\",\"timestamp\":\"00:48:43\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Doesn't even have to be like at each\",\"timestamp\":\"00:48:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Individual security, just like a note area under partial to, for the advice.\",\"timestamp\":\"00:49:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"you want to, mean, I can make this a list so you can specify what we're transferring to this, what we're transferring to that.\",\"timestamp\":\"00:49:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"mean.\",\"timestamp\":\"00:49:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, cool.\",\"timestamp\":\"00:49:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Does that work?\",\"timestamp\":\"00:49:13\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That works.\",\"timestamp\":\"00:49:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:49:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I mean, you could just use it as no, like a single note field if you want to just enter one.\",\"timestamp\":\"00:49:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:49:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Does that work?\",\"timestamp\":\"00:49:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, that works.\",\"timestamp\":\"00:49:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Like I can just add a little add here.\",\"timestamp\":\"00:49:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And if you, if there's something else you want to specify, you can do that.\",\"timestamp\":\"00:49:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I think it's just the one important thing would be distinguishing full or partial so that there's like a place that the part, the processor says, oh, this is partial.\",\"timestamp\":\"00:49:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Let me look at the notes because most of them are full, but there are some partial and then there's details that go into what exactly we're bringing over.\",\"timestamp\":\"00:49:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:49:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I can just make, I'll, figure out how to display that and give you a way to do that.\",\"timestamp\":\"00:49:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Awesome.\",\"timestamp\":\"00:49:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you.\",\"timestamp\":\"00:49:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then the way we had it before was just to say, leave alone or exclude.\",\"timestamp\":\"00:49:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Leave alone just leaves it on the map, so it's there, but it's clear that it's, you know, we're not doing anything with it.\",\"timestamp\":\"00:50:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The other thing is, I put this down here so you can see what you're doing as well, like what needs to be, because you can't do anything to have selected all these.\",\"timestamp\":\"00:50:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So it's also down here, because I was getting a little confused when I was doing this, so I thought, well, that would be helpful to have it down there.\",\"timestamp\":\"00:50:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you can do it down here as well, but it's basically the same thing.\",\"timestamp\":\"00:50:21\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's just a, if you have a long list, the one I was looking at was really long, and I couldn't, I had to scroll up and down a lot, so I thought this was cool.\",\"timestamp\":\"00:50:24\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, and that was a thought we had, too, when we were playing around with generating an asset map a few weeks ago, was that, like, every asset that's active has to have something selected.\",\"timestamp\":\"00:50:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:50:42\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes.\",\"timestamp\":\"00:50:45\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, that's been like that.\",\"timestamp\":\"00:50:45\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's the way we had it before.\",\"timestamp\":\"00:50:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But, yes, it will not let you generate this until you're done, and it also doesn't, so when you're doing this, like I said before, like, this shows you that it's, that it's started, but incomplete.\",\"timestamp\":\"00:50:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:50:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:50:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And you can always go back to there from there.\",\"timestamp\":\"00:51:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's why I put that in there.\",\"timestamp\":\"00:51:02\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It just jumps right over here.\",\"timestamp\":\"00:51:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The other thing I added, just some little tidbits, anything to help you guys, like if you think of these things too, like when you go in here, now lists the previously selected company to transfer up here.\",\"timestamp\":\"00:51:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And if you had gone in here and said that this was the account, I think I need to post it.\",\"timestamp\":\"00:51:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, it's automatically saying.\",\"timestamp\":\"00:51:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"If I had done that and I select this, it also will give me that previous account.\",\"timestamp\":\"00:51:24\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So you don't have to enter it in again.\",\"timestamp\":\"00:51:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So just little things.\",\"timestamp\":\"00:51:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Cool.\",\"timestamp\":\"00:51:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I like that.\",\"timestamp\":\"00:51:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Qualifications.\",\"timestamp\":\"00:51:38\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Are we wanting IRAs, Roths?\",\"timestamp\":\"00:51:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes.\",\"timestamp\":\"00:51:42\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:51:42\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So destination qualification, we need to have like a bunch or be able to, maybe I could add them, but IRA, Roth IRA, individual, not just qualified or non-qualified because they're broken up within qualified or non-qualified.\",\"timestamp\":\"00:51:43\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And that's how they read them.\",\"timestamp\":\"00:52:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And that needs to exist on this map?\",\"timestamp\":\"00:52:02\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, because they need to know what kind of account to open.\",\"timestamp\":\"00:52:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:52:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:52:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"All right.\",\"timestamp\":\"00:52:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I can add that in there.\",\"timestamp\":\"00:52:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's the same list that's in the asset?\",\"timestamp\":\"00:52:13\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:52:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:52:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Exactly.\",\"timestamp\":\"00:52:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:52:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:52:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So then this is this.\",\"timestamp\":\"00:52:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Now once you...\",\"timestamp\":\"00:52:22\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So then the idea is that once this then hits 11, we're going to create accounts for all of those.\",\"timestamp\":\"00:52:25\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Or the transfer.\",\"timestamp\":\"00:52:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:52:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So the pending business will automatically put all of those things you selected on the, as the, what's it called?\",\"timestamp\":\"00:52:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Origin?\",\"timestamp\":\"00:52:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No.\",\"timestamp\":\"00:52:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Destination?\",\"timestamp\":\"00:52:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Right?\",\"timestamp\":\"00:52:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, we don't know the destination yet.\",\"timestamp\":\"00:52:54\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, the contra policies, all the...\",\"timestamp\":\"00:52:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"ones that put in there will be attached in pending business, it'll create all those separate pending businesses for you.\",\"timestamp\":\"00:53:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"The line item?\",\"timestamp\":\"00:53:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Separate pending businesses for each one.\",\"timestamp\":\"00:53:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So for this guy right here.\",\"timestamp\":\"00:53:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:53:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You put in whatever it was.\",\"timestamp\":\"00:53:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I should probably put down here like, how many policies are there?\",\"timestamp\":\"00:53:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Or how many?\",\"timestamp\":\"00:53:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know how that would work.\",\"timestamp\":\"00:53:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I guess you don't know the account numbers usually.\",\"timestamp\":\"00:53:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So that doesn't really know.\",\"timestamp\":\"00:53:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We don't really know.\",\"timestamp\":\"00:53:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But it would create a pending business for this one and this.\",\"timestamp\":\"00:53:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I don't know the destination yet.\",\"timestamp\":\"00:53:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So that I don't think it does that part.\",\"timestamp\":\"00:53:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:53:43\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So if you click.\",\"timestamp\":\"00:53:44\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, I guess maybe.\",\"timestamp\":\"00:53:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:53:47\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"know where it's going.\",\"timestamp\":\"00:53:47\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:53:49\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:53:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Destination.\",\"timestamp\":\"00:53:50\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"We know what company it's going to, but we don't always know the account number that it's going to.\",\"timestamp\":\"00:53:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And would it go to separate accounts with them?\",\"timestamp\":\"00:53:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So should I create the destination for those?\",\"timestamp\":\"00:54:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Would it help?\",\"timestamp\":\"00:54:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:54:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'll just do that then.\",\"timestamp\":\"00:54:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'll just create the assets for it so you don't have to, and then you can edit it if you need to.\",\"timestamp\":\"00:54:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Perfect.\",\"timestamp\":\"00:54:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Perfect.\",\"timestamp\":\"00:54:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because that's the idea anyways, is to get that.\",\"timestamp\":\"00:54:25\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:54:28\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"And do we want to leave to where you have to touch every single asset in the asset program?\",\"timestamp\":\"00:54:28\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Profile?\",\"timestamp\":\"00:54:32\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm thinking from an advisor's mindset.\",\"timestamp\":\"00:54:35\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So if they have like 40 accounts and they're trying to build an asset map really quick.\",\"timestamp\":\"00:54:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's all 40 accounts.\",\"timestamp\":\"00:54:41\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"What if I, I thought about that too, because it was one, I can't remember when I was working on it, had a lot in it.\",\"timestamp\":\"00:54:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I can just, what if I just say exclude the rest?\",\"timestamp\":\"00:54:48\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Like they start off and exclude?\",\"timestamp\":\"00:54:53\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, no, no.\",\"timestamp\":\"00:54:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like they enter the ones they want and then.\",\"timestamp\":\"00:54:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I'll just say, I'll have a button here that says exclude remaining 10 or whatever.\",\"timestamp\":\"00:55:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They can just press that.\",\"timestamp\":\"00:55:04\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because what happens when you push exclude here is it just doesn't put it on the map at all.\",\"timestamp\":\"00:55:06\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:55:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So leave alone just means you want, does this, I don't even know what this kit's used for.\",\"timestamp\":\"00:55:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Do you give this to your client or is this for?\",\"timestamp\":\"00:55:18\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, this is internal.\",\"timestamp\":\"00:55:22\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So that's for the processor from the advisor.\",\"timestamp\":\"00:55:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So the advisor should be clicking these buttons to make this asset map and then it goes to the processor.\",\"timestamp\":\"00:55:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I don't, I don't know why, I don't know why we had it like this, but this is how we did it in the old system.\",\"timestamp\":\"00:55:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:55:40\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, it's either full, partial or not being touched at all.\",\"timestamp\":\"00:55:42\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Right.\",\"timestamp\":\"00:55:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's it.\",\"timestamp\":\"00:55:47\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So do you want a button to transfer?\",\"timestamp\":\"00:55:48\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, no, because if you're transferring all, you need to go through them all, I think.\",\"timestamp\":\"00:55:51\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:55:54\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So the leave alone, we'll put it on.\",\"timestamp\":\"00:55:58\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"The asset map, but that's just creating noise for the processor.\",\"timestamp\":\"00:56:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They don't care if we're leaving it alone.\",\"timestamp\":\"00:56:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They want to know what we're moving.\",\"timestamp\":\"00:56:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, just what we're moving.\",\"timestamp\":\"00:56:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:56:07\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, I don't know what that was something Stuart asked for, so you guys can talk to him about that internally.\",\"timestamp\":\"00:56:08\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I we'll find out.\",\"timestamp\":\"00:56:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know.\",\"timestamp\":\"00:56:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know.\",\"timestamp\":\"00:56:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't understand what the hell it means.\",\"timestamp\":\"00:56:16\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I just know that that was what I was asked for.\",\"timestamp\":\"00:56:18\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:56:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I can put a button down here that says exclude the rest or leave the rest alone, or whatever one you guys want.\",\"timestamp\":\"00:56:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Is there any way to change the look of the asset map?\",\"timestamp\":\"00:56:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Have it more like what an Excel sheet would look like, lines instead of shapes?\",\"timestamp\":\"00:56:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"What we were thinking, it just needs to look like a preview of what pending business looks like.\",\"timestamp\":\"00:56:41\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, kind of mirroring pending business in that way.\",\"timestamp\":\"00:56:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm sorry, this part?\",\"timestamp\":\"00:56:51\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"When you generate it.\",\"timestamp\":\"00:56:53\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, basically just give you a preview of what it's going to look like in pending business.\",\"timestamp\":\"00:56:54\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's giving you.\",\"timestamp\":\"00:56:59\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Your Contra, account number, Contra, type of account, amounts, you know, what's being filled.\",\"timestamp\":\"00:57:00\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So what was this thing for?\",\"timestamp\":\"00:57:08\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't know.\",\"timestamp\":\"00:57:09\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"It was here before all of us.\",\"timestamp\":\"00:57:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, we, yeah, it's always been a Well, I built it.\",\"timestamp\":\"00:57:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I just don't know what.\",\"timestamp\":\"00:57:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, so we can, and I can actually- built it, but I built it based on what was requested.\",\"timestamp\":\"00:57:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I don't know what you guys used, what the intention was.\",\"timestamp\":\"00:57:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, so we want it to look just definitely like a little bit different if we can.\",\"timestamp\":\"00:57:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I can actually send you a screenshot.\",\"timestamp\":\"00:57:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"What are you, what are you doing with it at this point?\",\"timestamp\":\"00:57:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So the processor is reading it.\",\"timestamp\":\"00:57:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They're getting this asset map and they're saying, okay, it's coming from Edward Jones.\",\"timestamp\":\"00:57:40\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Here's the account number.\",\"timestamp\":\"00:57:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's a hundred thousand.\",\"timestamp\":\"00:57:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"We're bringing it to Schwab.\",\"timestamp\":\"00:57:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I need to start making Schwab paperwork for that Ed Jones account to come over.\",\"timestamp\":\"00:57:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So what every line that we are looking at- But they're doing this in the opera- At\",\"timestamp\":\"00:57:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"The opportunity level or once it gets converted to pending business?\",\"timestamp\":\"00:58:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Once it gets converted to pending business.\",\"timestamp\":\"00:58:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So once it goes into stage 11, that is business written, there should be, you know, the advisor going in here making asset map of what he wants to move, and then they read the asset map and know what to move.\",\"timestamp\":\"00:58:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I got you, but I got you.\",\"timestamp\":\"00:58:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I'm just trying to figure it out.\",\"timestamp\":\"00:58:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So they're not, the processor is not going into the opportunity though, right?\",\"timestamp\":\"00:58:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They're working on a pending business.\",\"timestamp\":\"00:58:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes.\",\"timestamp\":\"00:58:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, they changed the opportunity status to 11 so that it goes to pending business.\",\"timestamp\":\"00:58:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's where it kind of does.\",\"timestamp\":\"00:58:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yes.\",\"timestamp\":\"00:58:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:58:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:58:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:58:39\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I wasn't aware of that.\",\"timestamp\":\"00:58:39\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"There's two instances that the processor is involved.\",\"timestamp\":\"00:58:41\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's getting ready for the appointment, and then it's creating pending after signatures are captured.\",\"timestamp\":\"00:58:44\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes.\",\"timestamp\":\"00:58:50\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So the asset map is.\",\"timestamp\":\"00:58:51\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"That sense.\",\"timestamp\":\"00:58:52\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I have a financial advisor, so I can, I know how that kind of, kind of how that works.\",\"timestamp\":\"00:58:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"usually come in at the end of the meeting.\",\"timestamp\":\"00:58:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:58:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So the asset map should be.\",\"timestamp\":\"00:58:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Created before the processor moves that opportunity to stage 11.\",\"timestamp\":\"00:59:00\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"When they have signatures, then it goes to 11.\",\"timestamp\":\"00:59:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:59:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So the advisor should just be able to go into any stage to create this to move it to 11 so that the processor can move it to 11.\",\"timestamp\":\"00:59:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"timestamp\":\"00:59:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I'm going to prevent them from going to 11 unless this is done.\",\"timestamp\":\"00:59:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Correct.\",\"timestamp\":\"00:59:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes.\",\"timestamp\":\"00:59:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes, exactly.\",\"timestamp\":\"00:59:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:59:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Exactly.\",\"timestamp\":\"00:59:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I was hoping you'd say yes because I was blanking my intention.\",\"timestamp\":\"00:59:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, you're right on track.\",\"timestamp\":\"00:59:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You are right on track.\",\"timestamp\":\"00:59:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Exactly.\",\"timestamp\":\"00:59:40\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"What we were talking about when it comes to like the trigger, right?\",\"timestamp\":\"00:59:41\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So they're getting ready for an appointment to write business.\",\"timestamp\":\"00:59:43\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"They build an asset map, the advisor.\",\"timestamp\":\"00:59:46\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"It gets to the processor, but then we have to trigger that signatures were actually done.\",\"timestamp\":\"00:59:49\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it then moves to 11 and that asset map gets locked.\",\"timestamp\":\"00:59:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes.\",\"timestamp\":\"00:59:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes.\",\"timestamp\":\"00:59:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because we're going to have to be able to look back at these two.\",\"timestamp\":\"01:00:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yes.\",\"timestamp\":\"01:00:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"01:00:04\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"And so there were signatures get done.\",\"timestamp\":\"01:00:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So usually in the second appointment, they'll, they'll do it, but it could be really anywhere in there.\",\"timestamp\":\"01:00:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I mean, someone could come in on the first appointment and be like, okay, I'm signing.\",\"timestamp\":\"01:00:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's, that's what the processor is following, whether that.\",\"timestamp\":\"01:00:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Are they signing each one of these transfers or is it.\",\"timestamp\":\"01:00:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It depends on what they're doing in the appointment.\",\"timestamp\":\"01:00:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Some people come in and they sign some of it and then they, yeah.\",\"timestamp\":\"01:00:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"mean, most of the time, yes.\",\"timestamp\":\"01:00:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"you need to mark those off like that?\",\"timestamp\":\"01:00:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That sign?\",\"timestamp\":\"01:00:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yes.\",\"timestamp\":\"01:00:40\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because in the appointment values can change in the appointment, you know, things can change in that appointment.\",\"timestamp\":\"01:00:41\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So the asset map needs to be editable until an advisor locks it in saying we signed this.\",\"timestamp\":\"01:00:47\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So if I like get like, if I added a button here, like.\",\"timestamp\":\"01:00:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That just shows that you got the signature for each one of these.\",\"timestamp\":\"01:01:00\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"It would need to be on the asset map.\",\"timestamp\":\"01:01:06\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, no, that's what I'm saying.\",\"timestamp\":\"01:01:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right here, right?\",\"timestamp\":\"01:01:11\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, like when you generate asset map.\",\"timestamp\":\"01:01:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh.\",\"timestamp\":\"01:01:15\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"And it looks like pending business.\",\"timestamp\":\"01:01:16\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, the line items it's creating, they need to be confirmed.\",\"timestamp\":\"01:01:17\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's exactly what's happening.\",\"timestamp\":\"01:01:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes.\",\"timestamp\":\"01:01:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"When you say it leads to look like pending business.\",\"timestamp\":\"01:01:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, so I'm going to send you a screenshot.\",\"timestamp\":\"01:01:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like this?\",\"timestamp\":\"01:01:32\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, but there's just columns that aren't going to be necessary.\",\"timestamp\":\"01:01:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Right.\",\"timestamp\":\"01:01:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'm going to send you a screenshot and it involves all the columns that we need in it.\",\"timestamp\":\"01:01:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So we want it to look like this, but with these specific columns.\",\"timestamp\":\"01:01:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'm actually going to just send it to you.\",\"timestamp\":\"01:01:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'll email it to you right now.\",\"timestamp\":\"01:01:50\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Or I guess I can share the screen, but then you at least have like, you have it.\",\"timestamp\":\"01:01:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Let find it.\",\"timestamp\":\"01:02:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Here we go.\",\"timestamp\":\"01:02:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"01:02:09\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'm going to send this to you in that email chain that we were just.\",\"timestamp\":\"01:02:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"This needs a definition of what these look like.\",\"timestamp\":\"01:03:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So on stuff like this, I need to add a legend in here.\",\"timestamp\":\"01:03:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So like if you see stuff, like you're confused, like this should have a legend of what these mean.\",\"timestamp\":\"01:03:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:03:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Different from the what it says when you hover.\",\"timestamp\":\"01:03:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, this just tells you what what you can do with it.\",\"timestamp\":\"01:03:33\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So if you shift click this, it'll open it in a, it should say new window.\",\"timestamp\":\"01:03:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"don't know why it says tab.\",\"timestamp\":\"01:03:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It'll open it like that.\",\"timestamp\":\"01:03:44\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Got it.\",\"timestamp\":\"01:03:46\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Or you can open it as a card, which is just that and then even from here, you can still, you can still open this.\",\"timestamp\":\"01:03:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then you, I added this back forth.\",\"timestamp\":\"01:04:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know if you guys noticed this, but there's a whole back forth system now.\",\"timestamp\":\"01:04:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's pretty in depth, sort of like a history browser.\",\"timestamp\":\"01:04:14\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"And when you click that, it saves kind of the set filter you were looking at?\",\"timestamp\":\"01:04:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Kind of.\",\"timestamp\":\"01:04:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm still working on that.\",\"timestamp\":\"01:04:25\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Bear with me on that.\",\"timestamp\":\"01:04:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But that was my intention.\",\"timestamp\":\"01:04:27\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Cool.\",\"timestamp\":\"01:04:28\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:04:29\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"But I mean, just the fact that it's so easy to open other windows, that's going to help, too.\",\"timestamp\":\"01:04:31\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"From people potentially losing where they were if they get distracted.\",\"timestamp\":\"01:04:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, for sure.\",\"timestamp\":\"01:04:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Where were we?\",\"timestamp\":\"01:04:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Anything else?\",\"timestamp\":\"01:04:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Those are the main things I wanted to hit on.\",\"timestamp\":\"01:04:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You said in the thing?\",\"timestamp\":\"01:04:58\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"of environment really raised.\",\"timestamp\":\"01:04:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I realized like when I sent it though, and I'm like looking at it, we might need to get back together.\",\"timestamp\":\"01:05:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"If you have questions about what, I mean, the columns are pretty straightforward, but we might kind of want to change the verbiage to match what verbiage you have in here.\",\"timestamp\":\"01:05:09\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So maybe separating because in our columns, it says, you know, client slash account name.\",\"timestamp\":\"01:05:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So maybe we just make client account type, the original source of funds, meaning what company it's coming from, estimated amount, account number that it's coming from.\",\"timestamp\":\"01:05:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I think that we just need to distinguish what those, like maybe the details of the columns a little bit, which I can write in that email for you.\",\"timestamp\":\"01:05:46\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, how it relates to what it says in pending.\",\"timestamp\":\"01:05:55\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because looking at this now that I'm like, oh, he's going to.\",\"timestamp\":\"01:05:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I get this and I'm like, oh, I need to be a little more specific.\",\"timestamp\":\"01:06:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I'll do that.\",\"timestamp\":\"01:06:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"01:06:04\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Let me see if I had anything else.\",\"timestamp\":\"01:06:08\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So do you have kind of like any kind of like a ETA or roadmap when like opportunities are going to be good or we just need to start collecting a lot more feedback and then go from there?\",\"timestamp\":\"01:06:11\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I mean, I don't feel it's like it's close, but I would be foolish to try to figure out.\",\"timestamp\":\"01:06:30\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:06:35\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"And you added Sydney in there, too.\",\"timestamp\":\"01:06:36\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'm going to we'll get with her and kind of get some feedback from a general user that lives in those areas and see what we have and then get that over to you.\",\"timestamp\":\"01:06:38\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"But contact profiles, I mean, as far as I can see, they're wonderful.\",\"timestamp\":\"01:06:50\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Like, I mean, I think those are ready to roll out.\",\"timestamp\":\"01:06:57\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"There might be some activity sometimes take a minute to load, but when it comes to this, an individual's like a household profile, like the new layout and the way it looks.\",\"timestamp\":\"01:07:00\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"And you're talking about this?\",\"timestamp\":\"01:07:13\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes.\",\"timestamp\":\"01:07:16\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:07:17\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"That.\",\"timestamp\":\"01:07:18\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:07:19\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Is there anything in here you're still working on?\",\"timestamp\":\"01:07:21\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"there's yeah, I mean, I probably am like, mean, I don't think that these are working yet.\",\"timestamp\":\"01:07:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Quite like creating notes and tasks and I didn't, I haven't done the call logs yet.\",\"timestamp\":\"01:07:31\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"There's a few things I have not done.\",\"timestamp\":\"01:07:37\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"01:07:39\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I mean, once those get, there's, I think that that's, I'm ready to start working out of that.\",\"timestamp\":\"01:07:40\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So, so I, and then there's a few other things that like the county and type form and I'd haven't done the tasks either.\",\"timestamp\":\"01:07:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So tasks and call logs.\",\"timestamp\":\"01:07:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"kind of the two big things.\",\"timestamp\":\"01:08:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then messages I started working on, and I haven't done that either yet.\",\"timestamp\":\"01:08:01\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So this whole message system I have to kind of redo.\",\"timestamp\":\"01:08:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know if you guys use that.\",\"timestamp\":\"01:08:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I think it's more of a marketing thing.\",\"timestamp\":\"01:08:11\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, that's client relations, call center stuff.\",\"timestamp\":\"01:08:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I have not worked on that.\",\"timestamp\":\"01:08:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I mean, as far as like, because I know you guys probably do use, well, at least the call center probably helps with the call, whatever, the call log and all that.\",\"timestamp\":\"01:08:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So that needs to be in there.\",\"timestamp\":\"01:08:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't think that's a huge project, but that's, you know, another day or two between the call logs and the tasks.\",\"timestamp\":\"01:08:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So there's a bit to do.\",\"timestamp\":\"01:08:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But if you start giving me the feedback, I can start putting those into queues.\",\"timestamp\":\"01:08:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's a lot easier nowadays when you guys have a request to get those knocked out in the new system than it is in FileMaker.\",\"timestamp\":\"01:08:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like I can knock out a new request in a minute rather than an hour or so.\",\"timestamp\":\"01:08:50\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So the feedback will help.\",\"timestamp\":\"01:08:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And just having other.\",\"timestamp\":\"01:08:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Are people testing as well?\",\"timestamp\":\"01:09:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like letting me know, like, cause I'm either developing or I'm testing.\",\"timestamp\":\"01:09:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"timestamp\":\"01:09:05\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So, um, if I could spend more time developing and I'm not in somebody else's testing, it definitely helps me out.\",\"timestamp\":\"01:09:06\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:09:13\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Trust me.\",\"timestamp\":\"01:09:15\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I know it probably doesn't seem like I test, but I really do.\",\"timestamp\":\"01:09:16\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I really do try to test, but it doesn't remember.\",\"timestamp\":\"01:09:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's just me.\",\"timestamp\":\"01:09:22\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So, um, is there, so for, for just kind of going off, we don't have to get too much in the woods about it, but pending business reports, there were some reports that I was trying to run, um, last week at a file maker that I was unable to.\",\"timestamp\":\"01:09:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So should we at a separate time, maybe sit down and, and I can go over what I would need going forward and reports and what Sherry might need in reports.\",\"timestamp\":\"01:09:40\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Absolutely.\",\"timestamp\":\"01:09:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then see if it's something that maybe we'll get conquered, but based on what we kind of want to address based on what we talked about.\",\"timestamp\":\"01:09:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:09:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"that's what I\",\"timestamp\":\"01:09:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Thinking is like, I think I kind of need to get in here and play more before I'm like, hey, you need to add this.\",\"timestamp\":\"01:10:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So, yeah, I'll make a list of of things.\",\"timestamp\":\"01:10:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And also, I don't want this doesn't need to be, you know, the end all be all of it, too.\",\"timestamp\":\"01:10:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if the other thing that I had done and I didn't expose this yet for pending business.\",\"timestamp\":\"01:10:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But if you take a look at these power lists, like in Contacts, like we did, this was another area that I showed you that I started, you know, this is more of a true list format.\",\"timestamp\":\"01:10:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:10:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, this is this is another area that I built to get this is like for the very power users.\",\"timestamp\":\"01:10:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"timestamp\":\"01:10:42\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So this gives you lists if you need a special report or whatever.\",\"timestamp\":\"01:10:42\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"OK, yeah, it'd be great to, yeah, do something like this and, you know, pending business.\",\"timestamp\":\"01:10:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because, like, for instance, we had a contest with the advisors being able to write a new.\",\"timestamp\":\"01:10:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I was trying to look for clients that had been here longer than three months, that it was signed within a certain date range, that it was paid within a certain date range, and they, yeah, so that was, that was something that was hard.\",\"timestamp\":\"01:11:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So yeah, so I can expose this list in pending business.\",\"timestamp\":\"01:11:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Just like this, you can build your own charts.\",\"timestamp\":\"01:11:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I showed you this, right?\",\"timestamp\":\"01:11:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I haven't seen it.\",\"timestamp\":\"01:11:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Played in it some too, so Rebecca, you and I can experiment with it.\",\"timestamp\":\"01:11:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, have fun with it.\",\"timestamp\":\"01:11:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You know, if you, it has all the fields.\",\"timestamp\":\"01:11:40\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"This one actually, just like the other one, it's just a little different format than the other one.\",\"timestamp\":\"01:11:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And, you know, we can, I don't know, I built this and then I thought that we might want to do some kind of combination of the two.\",\"timestamp\":\"01:11:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Different formats, because there's a different format there than this one.\",\"timestamp\":\"01:12:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm not 100% sure, you know, which one you'll wind up.\",\"timestamp\":\"01:12:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, whatever, if this is better, we can go search something more like this.\",\"timestamp\":\"01:12:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:12:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know.\",\"timestamp\":\"01:12:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Feedback, let me know.\",\"timestamp\":\"01:12:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Also, there's at the bottom of all of these, there's informational tools now.\",\"timestamp\":\"01:12:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So depending on where you are, there's a little training in here.\",\"timestamp\":\"01:12:32\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So if you go through this, kind of tells you a little bit about each thing.\",\"timestamp\":\"01:12:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:12:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If you want to know where that is, you can click that.\",\"timestamp\":\"01:12:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It tells you where it is.\",\"timestamp\":\"01:12:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's really helpful.\",\"timestamp\":\"01:12:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So, and then they're different based on where you are, like if you're in users here.\",\"timestamp\":\"01:12:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They're a little bit different for each thing that you're in.\",\"timestamp\":\"01:13:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm trying to get it covered in all the different areas as I go through them, but yeah.\",\"timestamp\":\"01:13:04\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Cool.\",\"timestamp\":\"01:13:10\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"All right.\",\"timestamp\":\"01:13:10\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"We'll start collecting and testing.\",\"timestamp\":\"01:13:11\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Rebecca, if we can test your line items and see if they're updating in FileMaker from the pending business and stuff and let you know if there's any glitches there.\",\"timestamp\":\"01:13:13\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, one other thing, just to draw attention.\",\"timestamp\":\"01:13:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like, for instance, like when you're in something like this.\",\"timestamp\":\"01:13:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"When you're in something like this and you want to know, like, I think one of the things I run into is people asking me like stuff I don't remember.\",\"timestamp\":\"01:13:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So stuff like this kind of thing.\",\"timestamp\":\"01:13:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If you see something that you don't know the answer to, let's make sure we add it in here.\",\"timestamp\":\"01:13:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like people ask me all the time, which fields are.\",\"timestamp\":\"01:13:57\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Synced between the spouse, and I always forget.\",\"timestamp\":\"01:14:00\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I put them in here.\",\"timestamp\":\"01:14:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, nice.\",\"timestamp\":\"01:14:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"OK.\",\"timestamp\":\"01:14:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you think of that, and let's get it in here.\",\"timestamp\":\"01:14:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, if there's something like that where it didn't, well, actually, a good one that I'm thinking of, too, that we should definitely add, is what triggers the, in statuses, what happens when you click these statuses.\",\"timestamp\":\"01:14:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right?\",\"timestamp\":\"01:14:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"01:14:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And who they belong to, we probably should document all that.\",\"timestamp\":\"01:14:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because I can never remember unless I look at the code, and I'm sure you guys don't know either.\",\"timestamp\":\"01:14:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But if you think of those things, let me know if it's unclear, and we can make that.\",\"timestamp\":\"01:14:41\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Status is who they belong to as far as departments?\",\"timestamp\":\"01:14:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Just not.\",\"timestamp\":\"01:14:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, just that, and like, yes, that, I guess.\",\"timestamp\":\"01:14:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, and I tried to define that here.\",\"timestamp\":\"01:14:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Would you make sure I got that right?\",\"timestamp\":\"01:14:55\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I think, actually, it needs to be here as well.\",\"timestamp\":\"01:14:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I did that sort of here, and I guess I probably should put those same breaks in here.\",\"timestamp\":\"01:15:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But yes, exactly.\",\"timestamp\":\"01:15:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I think I know that this is like what Stuart considers sales and appointment centers, but I don't know, like when you said earlier, Rebecca, that you deal with 9 through 11 or whatever.\",\"timestamp\":\"01:15:10\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't know what that is.\",\"timestamp\":\"01:15:23\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, whatever.\",\"timestamp\":\"01:15:24\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"New business.\",\"timestamp\":\"01:15:26\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's a different department.\",\"timestamp\":\"01:15:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And again, going back to users, I think that ties into having a new role for that.\",\"timestamp\":\"01:15:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Totally.\",\"timestamp\":\"01:15:40\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"What's your role if you're in that 9 through 11 group?\",\"timestamp\":\"01:15:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"What role is that?\",\"timestamp\":\"01:15:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, exactly.\",\"timestamp\":\"01:15:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It maybe needs its own thing, because, you know, we have sales, we have appointment setters, we have tax reviewers, we have reception and deliverers and all these different things.\",\"timestamp\":\"01:15:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, is there different processing roles, right?\",\"timestamp\":\"01:15:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They have processors and hybrid assistant processors as well.\",\"timestamp\":\"01:16:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So they deal with a totally different slew of things.\",\"timestamp\":\"01:16:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"timestamp\":\"01:16:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So it would be good to know.\",\"timestamp\":\"01:16:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And do those people even need access to those other statuses?\",\"timestamp\":\"01:16:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And should we just take those off their plate at some point so they don't see those anymore?\",\"timestamp\":\"01:16:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, if they're a straight processor, they don't really need to see the other statuses really.\",\"timestamp\":\"01:16:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'll rack my brain and see if there would be an instance, but not really.\",\"timestamp\":\"01:16:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So again, you know, if we want to take groups and say, okay, these are the statuses that somebody assigned to this group can see, and otherwise it's off their plate.\",\"timestamp\":\"01:16:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, that'd be great.\",\"timestamp\":\"01:16:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So think about those sorts of things and how to get that all dialed in.\",\"timestamp\":\"01:16:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And we'll work on that.\",\"timestamp\":\"01:16:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Obviously, those maybe aren't super urgent, but they're nice to have, I would assume.\",\"timestamp\":\"01:16:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"01:16:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"All right.\",\"timestamp\":\"01:16:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Cool.\",\"timestamp\":\"01:16:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"cool.\",\"timestamp\":\"01:16:59\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Thanks, guys.\",\"timestamp\":\"01:17:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Thank you.\",\"timestamp\":\"01:17:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"See ya.\",\"timestamp\":\"01:17:02\"},{\"speaker\":{\"display_name\":\"Drake Trickey\",\"matched_calendar_invitee_email\":null},\"text\":\"Bye.\",\"timestamp\":\"01:17:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Take care.\",\"timestamp\":\"01:17:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Bye.\",\"timestamp\":\"01:17:04\"}],\"transcript_language\":\"en\",\"url\":\"https:\/\/fathom.video\/calls\/800117828\"}"},"script":"Fathom | Incoming Log"}
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