A-10210

Notes:

Nic and I had a good discussion around Adigy and device counts. I wanted to verify we are indeed billing/monthly for all these devices.

We reviewed reporting and reporting behavior for Projects. Nic said he thought the Moovila implementer was suggesting using a standing field that could work as a quickstatus field since there is no custom fields. I will discuss w/ Mark. I think having a custom field in autotask would be a good work around. We discussed behavior for Mark having more daily interaction with Moovila.

We discussed a little about timing/travel for trip in on Thursday the 12th, to include pickup from airport and debrief meeting before going into office. Then be there all Friday and Christmas party to go Friday night.

Discussed HR issues particularly around Healthcare/Chris B getting married and then needing to adult some and pay for more. Can't give him a specific healthcare stipend or the entire company, all employees would get one, what is done for one must be done for all in regards to healthcare. I did discuss if he was due for a bonus or raise that might settle it. Nic said raises were in Feb, which isn't far off, few months.

Final was a sales lead came in from the website – we looked up the person and it was for the Chicago cruise boats that go around the city river. Looked like the right person. We realized that the webform does not capture phone. So Nic was going to call and see if he could get to the lead source on the phone. I have sent a request to Steven/Miles to ask/capture that information going forward.

Nic had to get to a meeting with Chris, where I suspect he might bring this up.

Action Items:

Need to invoice for travel.

Need to book travel.

Completed by: George Fassett