URL: https://dev1.gofmhost.com/fmi/data/v1/databases/theboss/layouts/web__fathomLog/records
token:152e7bb5fff76bd3e8876711b098146d6c87971f96fd1a6a25f0
Post Fields: {"fieldData":{"json_Received":"{\"action_items\":[{\"assignee\":{\"email\":null,\"name\":\"Leticia Santiago\",\"team\":null},\"completed\":false,\"description\":\"Verify Scottsdale FileMaker desktop; restart if needed\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/747018285?timestamp=72.9999\",\"recording_timestamp\":\"00:01:12\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Update FileMaker routing: set Assigned To to current stage assignee\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/747018285?timestamp=223.9999\",\"recording_timestamp\":\"00:03:43\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Schedule SSO setup w\/ Greg; then implement Microsoft SSO in FileMaker\/web\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/747018285?timestamp=554.9999\",\"recording_timestamp\":\"00:09:14\",\"user_generated\":false},{\"assignee\":{\"email\":null,\"name\":\"Leticia Santiago\",\"team\":null},\"completed\":false,\"description\":\"Assign vetted Asana desktop\/WebDirect issues to Sean\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/747018285?timestamp=811.9999\",\"recording_timestamp\":\"00:13:31\",\"user_generated\":false},{\"assignee\":{\"email\":null,\"name\":\"Leticia Santiago\",\"team\":null},\"completed\":false,\"description\":\"Email Sean GFR\/FileCabinet extraction\/migration dates; then Sean disable GFR sync\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/747018285?timestamp=950.9999\",\"recording_timestamp\":\"00:15:50\",\"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\":\"2026-07-14T19:15:33Z\",\"crm_matches\":null,\"default_summary\":{\"markdown_formatted\":\"## Meeting Purpose\\n\\n[Align on FileMaker routing logic and a new SharePoint document strategy.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=101.0)\\n\\n## Key Takeaways\\n\\n  - [**FileMaker Routing Fix:** The \\\"Assigned To\\\" field will now update to the *current* routing stage owner, not just the last one, to reflect real-time workflow status.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=304.0)\\n  - [**GoFileRoom Decommissioned:** The $60k\/yr GoFileRoom contract will not be renewed next month, replaced by a new SharePoint-based document management system.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=341.0)\\n  - [**SharePoint Document Siloing:** Tax documents will be stored in a separate, permission-controlled SharePoint site to meet compliance (e.g., foundation filings) and audit requirements.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=370.0)\\n  - [**Microsoft SSO for FileMaker:** FileMaker will adopt Microsoft SSO, using Azure AD groups to manage user permissions and enforce document access rules from SharePoint.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=508.0)\\n\\n## Topics\\n\\n### FileMaker Routing Logic\\n\\n  - [**Problem:** The \\\"Assigned To\\\" field in FileMaker only updates for the *last* person in a routing sequence, failing to reflect the current owner.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=187.0)\\n  - [**Solution:** Update the logic so the \\\"Assigned To\\\" field always reflects the person assigned to the *current* routing stage.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=304.0)\\n  - [**Context:** This fix is a stopgap. The GoFileRoom API sync, which causes this issue, will be removed when the software is decommissioned.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=304.0)\\n\\n### GoFileRoom Decommissioning & SharePoint Migration\\n\\n  - [**Decision:** Decommission GoFileRoom within 30 days by not renewing its $60k\/yr contract.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=341.0)\\n  - [**Rationale:** The high cost is unjustified, as the team underutilizes the software.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=341.0)\\n  - [**Migration Plan:**](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=840.0)\\n      - [**Data Extraction:** Greg is working with Thomson Reuters to export all data from GoFileRoom and FileCabinet.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=900.0)\\n      - [**Destination:** The extracted data will be imported into a new, dedicated SharePoint site.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=900.0)\\n      - [**Redesign:** A new Tax Operations Manager (ex-Thomson Reuters) will lead the redesign of the tax workflow and file layout within SharePoint.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=840.0)\\n\\n### SharePoint Document Siloing & Compliance\\n\\n  - [**Requirement:** Create a separate, permission-controlled SharePoint site for tax documents.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=370.0)\\n  - [**Rationale:**](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=728.0)\\n      - [**Auditing:** Prevents the entire financial services business from being subject to a tax-specific audit.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=728.0)\\n      - [**Compliance:** Limits access to sensitive data (e.g., SSNs) to avoid triggering quarterly compliance filings for staff who don't need it.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=758.0)\\n  - [**FileMaker Integration:**](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=434.0)\\n      - [FileMaker will create all client\/tax-year folders in SharePoint to ensure consistent naming and organization.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=434.0)\\n      - [FileMaker will display document names, but SharePoint will enforce access rules, preventing unauthorized users from opening files.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=611.0)\\n\\n### FileMaker & Microsoft SSO\\n\\n  - [**Decision:** Implement Microsoft Single Sign-On (SSO) for FileMaker.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=508.0)\\n  - [**Benefits:**](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=508.0)\\n      - [**Simplified Login:** Users will log in with their Microsoft credentials.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=508.0)\\n      - [**Centralized Permissions:** Azure AD groups can be used to manage user preferences and enforce document access rules.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=532.0)\\n  - [**Implementation:**](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=508.0)\\n      - [Sean will collaborate with Greg on the initial setup (tenant ID, etc.).](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=556.0)\\n      - [FileMaker will check user access with Microsoft on login and create a corresponding record.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=576.0)\\n\\n### FileMaker WebDirect Testing\\n\\n  - [**Status:** Internal testing of the FileMaker WebDirect desktop version is ongoing.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=793.0)\\n  - [**Process:**](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=793.0)\\n      - [Departments are testing workflows and documenting bugs in Asana.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=793.0)\\n      - [Leticia's team will consolidate and verify these issues.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=793.0)\\n  - [**Next Step:** Leticia will assign the verified bugs to Sean for resolution.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=793.0)\\n\\n## Next Steps\\n\\n  - [**Sean:** Fix FileMaker routing logic to update the \\\"Assigned To\\\" field to the current stage owner.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=304.0)\\n  - [**Sean:** Collaborate with Greg on Microsoft SSO setup for FileMaker.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=556.0)\\n  - [**Sean:** Prepare to disable the GoFileRoom API sync upon decommissioning.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=965.0)\\n  - [**Leticia:** Confirm final GoFileRoom decommissioning date.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=961.0)\\n  - [**Leticia:** Assign verified FileMaker WebDirect bugs to Sean.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=793.0)\\n\",\"template_name\":\"Enhanced\"},\"highlights\":null,\"meeting_title\":\"Asset Preservation Weekly Meeting\",\"meeting_type\":null,\"meeting_url\":\"https:\/\/us02web.zoom.us\/j\/609427952?pwd=LfWjIrdIAELzCTnb5SY8V0w2h1cDgA.1\",\"recorded_by\":{\"email\":\"etechnologies34@gmail.com\",\"email_domain\":\"gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"recording_end_time\":\"2026-07-14T19:15:28Z\",\"recording_id\":163708975,\"recording_start_time\":\"2026-07-14T18:57:21Z\",\"scheduled_end_time\":\"2026-07-14T19:57:00Z\",\"scheduled_start_time\":\"2026-07-14T18:57:00Z\",\"share_url\":\"https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_\",\"shared_with\":\"no_teams\",\"title\":\"Asset Preservation Weekly Meeting\",\"transcript\":[{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Hello.\",\"timestamp\":\"00:00:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"How's going?\",\"timestamp\":\"00:00:04\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm all right.\",\"timestamp\":\"00:00:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"How are you?\",\"timestamp\":\"00:00:08\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm as good as can be expected with Stewie in Greece.\",\"timestamp\":\"00:00:11\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"It's like a vacation.\",\"timestamp\":\"00:00:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's like a what?\",\"timestamp\":\"00:00:19\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"It's like a little vacation.\",\"timestamp\":\"00:00:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, yeah.\",\"timestamp\":\"00:00:23\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"When Stuart's gone, that's when my vacation starts.\",\"timestamp\":\"00:00:24\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Just kidding.\",\"timestamp\":\"00:00:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I know what mean.\",\"timestamp\":\"00:00:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I guess you're saying there's a bunch of rules in here about whether it's status number 10 or 6.\",\"timestamp\":\"00:00:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"don't.\",\"timestamp\":\"00:00:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I didn't use a review too.\",\"timestamp\":\"00:00:46\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"FileMaker's acting funny.\",\"timestamp\":\"00:00:50\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"We're still getting the error on the desktop version.\",\"timestamp\":\"00:00:51\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"It's like a big question mark.\",\"timestamp\":\"00:00:56\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Side note.\",\"timestamp\":\"00:00:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You're getting what error?\",\"timestamp\":\"00:01:02\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, never mind.\",\"timestamp\":\"00:01:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Not an error, you're getting, can't connect?\",\"timestamp\":\"00:01:07\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"No, no, I think we're okay, hold on.\",\"timestamp\":\"00:01:11\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"This morning when I tried getting on the- Greg fixed that like at one o'clock yesterday.\",\"timestamp\":\"00:01:14\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:01:22\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"If you're in Scottsdale, that was the only place it was a problem was in Scottsdale.\",\"timestamp\":\"00:01:23\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:01:28\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I'll double check with, my employee had said this morning she was getting like a question mark on it.\",\"timestamp\":\"00:01:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know about question mark.\",\"timestamp\":\"00:01:35\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I'll look at it and have a restart.\",\"timestamp\":\"00:01:38\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"But as far as the assignment, assigned to, I was looking at our sauna just to see what we were trying to accomplish.\",\"timestamp\":\"00:01:41\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"When it's\",\"timestamp\":\"00:01:58\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"it's routed in FileMaker, it's reading, it's also applying that routing in GoFileROOM.\",\"timestamp\":\"00:01:59\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So far, up to Friday at least, when we route, it automatically assigned the assigned to portion, but we're routing out of FileMaker, not GoFileROOM.\",\"timestamp\":\"00:02:15\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'm not sure how the connection is set up on your end, but it stopped assigning based on routing, if that makes sense.\",\"timestamp\":\"00:02:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, says, if you're talking about the reviewed by one or two?\",\"timestamp\":\"00:02:43\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"No, no, above.\",\"timestamp\":\"00:02:49\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"The underneath prepared by, the one that says assigned to.\",\"timestamp\":\"00:02:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:02:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:03:00\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So the one that I was looking at was Sarah Sales.\",\"timestamp\":\"00:03:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, it only has it updating that if it's the last one.\",\"timestamp\":\"00:03:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If any of those other ones are marked, it looks like it's either leaving them alone or assigning it to the person that was last assigned.\",\"timestamp\":\"00:03:11\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, well, so as of yesterday, we assigned this one for Sarah Sales to Ron Darlene.\",\"timestamp\":\"00:03:22\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't know the date that it was assigned to Lisa because the date's not correct.\",\"timestamp\":\"00:03:34\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Let me show you what I'm looking at.\",\"timestamp\":\"00:03:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, in your video, you assigned one that was the status further down the line than another one.\",\"timestamp\":\"00:03:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you're saying you always want to, when you do it from FileMaker, always want to do it to the current one.\",\"timestamp\":\"00:03:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yes, that's what we want.\",\"timestamp\":\"00:04:06\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I thought that's what was happening because when I when I would route, it was assigning to the person I route to as long as it's the last person.\",\"timestamp\":\"00:04:08\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, I got you as long as it's a lot latest one that was to be the last person that was in that case that was Lisa Rogers.\",\"timestamp\":\"00:04:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like it's doing it says last.\",\"timestamp\":\"00:04:35\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I mean, the way I have it worded is last.\",\"timestamp\":\"00:04:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't test it.\",\"timestamp\":\"00:04:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's what it says.\",\"timestamp\":\"00:04:41\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, if we can make it so that it's a problem in if it's coming from go follow go follow them.\",\"timestamp\":\"00:04:43\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"They should have sprouting from go follow my thought they don't.\",\"timestamp\":\"00:04:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay, I don't know.\",\"timestamp\":\"00:04:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"definitely trying to listen to both.\",\"timestamp\":\"00:04:59\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm getting rid of stupid  GoFileRoom in like 30 days.\",\"timestamp\":\"00:05:04\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So we can get rid of this whole  and just focus on how we want.\",\"timestamp\":\"00:05:09\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So like for future, when the API isn't involved, I want to be able to say whoever it's currently assigned to in stage routing, that should be assigned to on the screen, on the assigned to.\",\"timestamp\":\"00:05:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"timestamp\":\"00:05:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:05:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I don't know if there's reason for keeping GoFileRoom, just organize your documents.\",\"timestamp\":\"00:05:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, that's how they use it.\",\"timestamp\":\"00:05:46\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"And since they're not using it appropriately, and it's a $60,000 program, I'm going to kill it.\",\"timestamp\":\"00:05:48\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"They're using it to manage your documents though, right?\",\"timestamp\":\"00:05:56\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, so I'm going to do that through SharePoint.\",\"timestamp\":\"00:06:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right, but we want to integrate that here so you can see that, right?\",\"timestamp\":\"00:06:06\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"We do.\",\"timestamp\":\"00:06:09\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"We do.\",\"timestamp\":\"00:06:10\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"And then I wanted to talk to you about siloing it.\",\"timestamp\":\"00:06:10\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So for compliance purposes, I don't want everybody accessing the tax documents.\",\"timestamp\":\"00:06:13\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'm going to silo that to a different area in SharePoint than where our other documents are currently filed for client folders.\",\"timestamp\":\"00:06:21\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So essentially what I want to do is have a financial services filing access point and then a separate access point for tax documents for the tax team.\",\"timestamp\":\"00:06:32\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"That way, if we get audited, it's still siloed and it's not accessible to anyone that we don't get permission to, if that's a possibility.\",\"timestamp\":\"00:06:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, of course.\",\"timestamp\":\"00:06:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You'd still organize within that by tax year, I'm assuming by a customer in tax year?\",\"timestamp\":\"00:07:00\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, that's how I'm going to, yes, that's how I will set it up.\",\"timestamp\":\"00:07:06\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"It'll be like client name, and then within client name, it'll have the different tax years.\",\"timestamp\":\"00:07:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, I probably, I would say we probably would want to create those from FileMaker so they stay organized.\",\"timestamp\":\"00:07:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because if you were creating them, then I won't know where they are to match them up.\",\"timestamp\":\"00:07:20\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, okay.\",\"timestamp\":\"00:07:24\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I have a share point.\",\"timestamp\":\"00:07:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I would say like, probably the best way to handle that would be to like, have FileMaker point at the one folder that's the tax folder and then create, or create a custom record so I can, because if you do it, then I don't know where that record is.\",\"timestamp\":\"00:07:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I have to rely on the fact that you typed everything perfectly, which we can't do that.\",\"timestamp\":\"00:07:46\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"No, because I'm not.\",\"timestamp\":\"00:07:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And it probably would be easier for you guys anyways, if it just created it and everything was in FileMaker.\",\"timestamp\":\"00:07:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You just knew it was there.\",\"timestamp\":\"00:08:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Then when you open Share, we can just have it.\",\"timestamp\":\"00:08:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you can open those folders or those documents from FileMaker.\",\"timestamp\":\"00:08:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They're still secure by SharePoint because you do need your Microsoft password to get in, right?\",\"timestamp\":\"00:08:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So they'd still be siloed behind that, so everything would stay in compliance.\",\"timestamp\":\"00:08:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Another side question.\",\"timestamp\":\"00:08:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know why I've never asked this, but it just occurred to me, we should be using your Microsoft account to log into FileMaker so it's single sign-on.\",\"timestamp\":\"00:08:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know why we've never done that.\",\"timestamp\":\"00:08:47\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"That's a great idea.\",\"timestamp\":\"00:08:49\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I love that idea.\",\"timestamp\":\"00:08:50\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Would that simplify creating everything?\",\"timestamp\":\"00:08:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It would simplify a lot because we could just use the preferences.\",\"timestamp\":\"00:08:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Jason, it says.\",\"timestamp\":\"00:08:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can even use groups in Microsoft, like your tax group and your whatever, we could use those groups to specify preferences.\",\"timestamp\":\"00:09:00\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"That would be amazing, actually.\",\"timestamp\":\"00:09:11\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"We're trying to do that.\",\"timestamp\":\"00:09:14\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Greg and I are planning on doing that for just logging into the computer, period.\",\"timestamp\":\"00:09:16\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So if we can make that single sign-on for everything, that would be awesome.\",\"timestamp\":\"00:09:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, I'll need to get together with Greg and set up a tenant ID and all that.\",\"timestamp\":\"00:09:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's a little bit of a pain in the , initial setup, but after that, it makes it a lot easier.\",\"timestamp\":\"00:09:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then really what happens in FileMaker is I'll have to make some changes.\",\"timestamp\":\"00:09:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, just in, I guess, both systems, both the web app and FileMaker will need to, just when you log in for the first time, we just check that you have access from Microsoft and then I create a record for your account in FileMaker.\",\"timestamp\":\"00:09:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And if you change your password and everything, it will change across the board.\",\"timestamp\":\"00:09:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"FileMaker asks Microsoft, essentially, does this user have access?\",\"timestamp\":\"00:10:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is there a password valid?\",\"timestamp\":\"00:10:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Enforce these.\",\"timestamp\":\"00:10:07\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"And then the rules for the document access points are based on how they are set up in SharePoint.\",\"timestamp\":\"00:10:11\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So if I only have specified members in the SharePoint site, those people only have access in FileMaker?\",\"timestamp\":\"00:10:19\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Is that what you were saying?\",\"timestamp\":\"00:10:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, was thinking about that more so from like, if you were to click on a document, you wouldn't have access to it.\",\"timestamp\":\"00:10:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like it would tell you, don't have access to this, right?\",\"timestamp\":\"00:10:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You might be able to see it in FileMaker, like see the name of it, but not have access to the file.\",\"timestamp\":\"00:10:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's perfect.\",\"timestamp\":\"00:10:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"you wouldn't be able to open it because Microsoft would let you.\",\"timestamp\":\"00:10:43\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Right.\",\"timestamp\":\"00:10:47\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Because you don't have access to that.\",\"timestamp\":\"00:10:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's cool.\",\"timestamp\":\"00:10:49\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I love that.\",\"timestamp\":\"00:10:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Even, even deeper, if we did have, if we did have, once we do.\",\"timestamp\":\"00:10:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You set up the Microsoft authentication process.\",\"timestamp\":\"00:11:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know, I can't think of the name of it right now.\",\"timestamp\":\"00:11:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Can't think right now.\",\"timestamp\":\"00:11:05\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"The Microsoft Authenticator?\",\"timestamp\":\"00:11:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, but that's not what FileMaker calls it.\",\"timestamp\":\"00:11:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And you don't care.\",\"timestamp\":\"00:11:14\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"doesn't matter.\",\"timestamp\":\"00:11:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm just, I don't know, I just have, I'm having an old person moment, I think.\",\"timestamp\":\"00:11:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The, we can still extend that to FileMaker.\",\"timestamp\":\"00:11:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you did want to hide them and not open even CNN FileMaker, we should do that.\",\"timestamp\":\"00:11:28\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:11:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Beyond that, you know, we really, if you did, we probably, as we would start to refine this, should maybe get, I'm thinking about getting rid of the top bar in FileMaker.\",\"timestamp\":\"00:11:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't, I think people still use FileMaker alone, so I can't get rid of it yet.\",\"timestamp\":\"00:11:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I know we have talked in the past about refining what people have access.\",\"timestamp\":\"00:11:54\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"We have this tax director of compliance in the office now and he was explaining the importance of keeping our tax documents separate from all of our other documents for auditing purposes, if they were to get audited and the documents were somehow saved in the same space as our financial side of our business and everything's up for audit.\",\"timestamp\":\"00:12:08\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"On the other side of that, with foundations compliance, anyone that has access to sensitive client data is then subject to their compliance quarterly filings, which everyone in this company  sucks at doing so we try to silo the people that don't need it like the\",\"timestamp\":\"00:12:38\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Call center, for example, so they don't have access to social security numbers, things like that, so I think that's easier now than it was last year.\",\"timestamp\":\"00:13:00\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, yeah.\",\"timestamp\":\"00:13:11\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"And then I have this huge project going for the WebDirect, the desktop version, where in Asana we have kind of a full layout of all the little glitches.\",\"timestamp\":\"00:13:13\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"We're testing this out in each department, so people are working through processes in there, and we're documenting what we believe needs to be repaired before I can push this out to the staff for overall use.\",\"timestamp\":\"00:13:26\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So I will pull you in on that at some point.\",\"timestamp\":\"00:13:42\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"didn't want to waste your time or show things that were just not true errors or true situations that didn't need to involve you.\",\"timestamp\":\"00:13:44\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"But I'll start assigning those to you once they're all done.\",\"timestamp\":\"00:13:56\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"We at and tested on our part in management side so we can start cleaning up the desktop version so we can use it across the board, which I figure I'll hold on the tax department because we're, I want to get rid of all the APIs and all the things and I have another project I'm working on that's specifically for the tax department for this restructure of the document stuff and the file maker process as far as the internal workflows concerned.\",\"timestamp\":\"00:14:00\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I hired a tax operations manager who used to work for Thompson Reuter and dealt with all their software so that person will be heavily involved in how we design.\",\"timestamp\":\"00:14:35\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"If there's going to be any changes to the tax area workflow system, how that looks, they'll, they'll probably take over and get heavily involved in that end of it, but I'd like to start with the documents right now.\",\"timestamp\":\"00:14:46\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Greg is working with me and Thomson Reuter to extract all of our data from GoFileRoom and FileCabinet.\",\"timestamp\":\"00:15:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:15:10\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Once I get all that data, we're going to dump it into a SharePoint site that I created for the tax team.\",\"timestamp\":\"00:15:11\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"And then we can do the redesign in there of how we're going to do the file layout.\",\"timestamp\":\"00:15:18\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"And then I'll have, you know, you come in so that way you can do your portion of what we want to do with actually accessing the documents in FileMaker and whatever securities that we want to set up for that.\",\"timestamp\":\"00:15:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:15:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sounds good.\",\"timestamp\":\"00:15:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sounds good.\",\"timestamp\":\"00:15:42\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:15:43\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So we agree that we can have the stages, whatever the stage is currently assigned to, that's what they assigned to will be routed in.\",\"timestamp\":\"00:15:44\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Not routed, but that's how it will reflect in FileMaker.\",\"timestamp\":\"00:15:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yep.\",\"timestamp\":\"00:15:59\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Cool.\",\"timestamp\":\"00:16:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"All right.\",\"timestamp\":\"00:16:01\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"And I'll let you know when I get the final dates for GoFileRooms.\",\"timestamp\":\"00:16:01\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't know if there's anything that you need me to do or let you know of before killing that program.\",\"timestamp\":\"00:16:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, the only thing I'll need to do is turn off the sync.\",\"timestamp\":\"00:16:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I would love to turn it off because it runs like every five seconds.\",\"timestamp\":\"00:16:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, it basically is always running.\",\"timestamp\":\"00:16:22\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:16:24\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:16:25\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"As soon as I can, I'm going to get rid of it.\",\"timestamp\":\"00:16:25\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I think we're finalizing the rest of these extended returns that they're trying to complete.\",\"timestamp\":\"00:16:28\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Once those are completed, I think we can kill it.\",\"timestamp\":\"00:16:35\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"But the program, I mean, I have to renew the contract next month, which I don't plan to do.\",\"timestamp\":\"00:16:39\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So they might do it for me.\",\"timestamp\":\"00:16:44\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So either way, in the next couple of weeks, it'll be gone.\",\"timestamp\":\"00:16:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:16:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:16:50\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"One less headache.\",\"timestamp\":\"00:16:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sounds good.\",\"timestamp\":\"00:16:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I like that.\",\"timestamp\":\"00:16:54\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Awesome.\",\"timestamp\":\"00:16:55\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you, sir.\",\"timestamp\":\"00:16:56\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"appreciate it.\",\"timestamp\":\"00:16:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, you bet.\",\"timestamp\":\"00:16:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Thanks for your time.\",\"timestamp\":\"00:16:59\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"All right, have a good one.\",\"timestamp\":\"00:17:00\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Bye.\",\"timestamp\":\"00:17:00\"}],\"transcript_language\":\"en\",\"url\":\"https:\/\/fathom.video\/calls\/747018285\"}"},"script":"Fathom | Incoming Log"}
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-------------------------
URL: https://dev1.gofmhost.com/fmi/data/v1/databases/theboss/sessions/152e7bb5fff76bd3e8876711b098146d6c87971f96fd1a6a25f0
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Post Fields: {"fieldData":{"json_Received":"{\"action_items\":[{\"assignee\":{\"email\":null,\"name\":\"Leticia Santiago\",\"team\":null},\"completed\":false,\"description\":\"Verify Scottsdale FileMaker desktop; restart if needed\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/747018285?timestamp=72.9999\",\"recording_timestamp\":\"00:01:12\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Update FileMaker routing: set Assigned To to current stage assignee\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/747018285?timestamp=223.9999\",\"recording_timestamp\":\"00:03:43\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Schedule SSO setup w\/ Greg; then implement Microsoft SSO in FileMaker\/web\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/747018285?timestamp=554.9999\",\"recording_timestamp\":\"00:09:14\",\"user_generated\":false},{\"assignee\":{\"email\":null,\"name\":\"Leticia Santiago\",\"team\":null},\"completed\":false,\"description\":\"Assign vetted Asana desktop\/WebDirect issues to Sean\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/747018285?timestamp=811.9999\",\"recording_timestamp\":\"00:13:31\",\"user_generated\":false},{\"assignee\":{\"email\":null,\"name\":\"Leticia Santiago\",\"team\":null},\"completed\":false,\"description\":\"Email Sean GFR\/FileCabinet extraction\/migration dates; then Sean disable GFR sync\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/747018285?timestamp=950.9999\",\"recording_timestamp\":\"00:15:50\",\"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\":\"2026-07-14T19:15:33Z\",\"crm_matches\":null,\"default_summary\":{\"markdown_formatted\":\"## Meeting Purpose\\n\\n[Align on FileMaker routing logic and a new SharePoint document strategy.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=101.0)\\n\\n## Key Takeaways\\n\\n  - [**FileMaker Routing Fix:** The \\\"Assigned To\\\" field will now update to the *current* routing stage owner, not just the last one, to reflect real-time workflow status.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=304.0)\\n  - [**GoFileRoom Decommissioned:** The $60k\/yr GoFileRoom contract will not be renewed next month, replaced by a new SharePoint-based document management system.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=341.0)\\n  - [**SharePoint Document Siloing:** Tax documents will be stored in a separate, permission-controlled SharePoint site to meet compliance (e.g., foundation filings) and audit requirements.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=370.0)\\n  - [**Microsoft SSO for FileMaker:** FileMaker will adopt Microsoft SSO, using Azure AD groups to manage user permissions and enforce document access rules from SharePoint.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=508.0)\\n\\n## Topics\\n\\n### FileMaker Routing Logic\\n\\n  - [**Problem:** The \\\"Assigned To\\\" field in FileMaker only updates for the *last* person in a routing sequence, failing to reflect the current owner.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=187.0)\\n  - [**Solution:** Update the logic so the \\\"Assigned To\\\" field always reflects the person assigned to the *current* routing stage.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=304.0)\\n  - [**Context:** This fix is a stopgap. The GoFileRoom API sync, which causes this issue, will be removed when the software is decommissioned.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=304.0)\\n\\n### GoFileRoom Decommissioning & SharePoint Migration\\n\\n  - [**Decision:** Decommission GoFileRoom within 30 days by not renewing its $60k\/yr contract.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=341.0)\\n  - [**Rationale:** The high cost is unjustified, as the team underutilizes the software.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=341.0)\\n  - [**Migration Plan:**](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=840.0)\\n      - [**Data Extraction:** Greg is working with Thomson Reuters to export all data from GoFileRoom and FileCabinet.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=900.0)\\n      - [**Destination:** The extracted data will be imported into a new, dedicated SharePoint site.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=900.0)\\n      - [**Redesign:** A new Tax Operations Manager (ex-Thomson Reuters) will lead the redesign of the tax workflow and file layout within SharePoint.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=840.0)\\n\\n### SharePoint Document Siloing & Compliance\\n\\n  - [**Requirement:** Create a separate, permission-controlled SharePoint site for tax documents.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=370.0)\\n  - [**Rationale:**](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=728.0)\\n      - [**Auditing:** Prevents the entire financial services business from being subject to a tax-specific audit.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=728.0)\\n      - [**Compliance:** Limits access to sensitive data (e.g., SSNs) to avoid triggering quarterly compliance filings for staff who don't need it.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=758.0)\\n  - [**FileMaker Integration:**](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=434.0)\\n      - [FileMaker will create all client\/tax-year folders in SharePoint to ensure consistent naming and organization.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=434.0)\\n      - [FileMaker will display document names, but SharePoint will enforce access rules, preventing unauthorized users from opening files.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=611.0)\\n\\n### FileMaker & Microsoft SSO\\n\\n  - [**Decision:** Implement Microsoft Single Sign-On (SSO) for FileMaker.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=508.0)\\n  - [**Benefits:**](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=508.0)\\n      - [**Simplified Login:** Users will log in with their Microsoft credentials.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=508.0)\\n      - [**Centralized Permissions:** Azure AD groups can be used to manage user preferences and enforce document access rules.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=532.0)\\n  - [**Implementation:**](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=508.0)\\n      - [Sean will collaborate with Greg on the initial setup (tenant ID, etc.).](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=556.0)\\n      - [FileMaker will check user access with Microsoft on login and create a corresponding record.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=576.0)\\n\\n### FileMaker WebDirect Testing\\n\\n  - [**Status:** Internal testing of the FileMaker WebDirect desktop version is ongoing.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=793.0)\\n  - [**Process:**](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=793.0)\\n      - [Departments are testing workflows and documenting bugs in Asana.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=793.0)\\n      - [Leticia's team will consolidate and verify these issues.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=793.0)\\n  - [**Next Step:** Leticia will assign the verified bugs to Sean for resolution.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=793.0)\\n\\n## Next Steps\\n\\n  - [**Sean:** Fix FileMaker routing logic to update the \\\"Assigned To\\\" field to the current stage owner.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=304.0)\\n  - [**Sean:** Collaborate with Greg on Microsoft SSO setup for FileMaker.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=556.0)\\n  - [**Sean:** Prepare to disable the GoFileRoom API sync upon decommissioning.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=965.0)\\n  - [**Leticia:** Confirm final GoFileRoom decommissioning date.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=961.0)\\n  - [**Leticia:** Assign verified FileMaker WebDirect bugs to Sean.](https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_?tab=summary&timestamp=793.0)\\n\",\"template_name\":\"Enhanced\"},\"highlights\":null,\"meeting_title\":\"Asset Preservation Weekly Meeting\",\"meeting_type\":null,\"meeting_url\":\"https:\/\/us02web.zoom.us\/j\/609427952?pwd=LfWjIrdIAELzCTnb5SY8V0w2h1cDgA.1\",\"recorded_by\":{\"email\":\"etechnologies34@gmail.com\",\"email_domain\":\"gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"recording_end_time\":\"2026-07-14T19:15:28Z\",\"recording_id\":163708975,\"recording_start_time\":\"2026-07-14T18:57:21Z\",\"scheduled_end_time\":\"2026-07-14T19:57:00Z\",\"scheduled_start_time\":\"2026-07-14T18:57:00Z\",\"share_url\":\"https:\/\/fathom.video\/share\/zyVsM3dvneJuPpRABAy9boURgVnr7Ek_\",\"shared_with\":\"no_teams\",\"title\":\"Asset Preservation Weekly Meeting\",\"transcript\":[{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Hello.\",\"timestamp\":\"00:00:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"How's going?\",\"timestamp\":\"00:00:04\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm all right.\",\"timestamp\":\"00:00:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"How are you?\",\"timestamp\":\"00:00:08\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm as good as can be expected with Stewie in Greece.\",\"timestamp\":\"00:00:11\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"It's like a vacation.\",\"timestamp\":\"00:00:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's like a what?\",\"timestamp\":\"00:00:19\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"It's like a little vacation.\",\"timestamp\":\"00:00:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, yeah.\",\"timestamp\":\"00:00:23\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"When Stuart's gone, that's when my vacation starts.\",\"timestamp\":\"00:00:24\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Just kidding.\",\"timestamp\":\"00:00:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I know what mean.\",\"timestamp\":\"00:00:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I guess you're saying there's a bunch of rules in here about whether it's status number 10 or 6.\",\"timestamp\":\"00:00:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"don't.\",\"timestamp\":\"00:00:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I didn't use a review too.\",\"timestamp\":\"00:00:46\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"FileMaker's acting funny.\",\"timestamp\":\"00:00:50\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"We're still getting the error on the desktop version.\",\"timestamp\":\"00:00:51\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"It's like a big question mark.\",\"timestamp\":\"00:00:56\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Side note.\",\"timestamp\":\"00:00:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You're getting what error?\",\"timestamp\":\"00:01:02\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, never mind.\",\"timestamp\":\"00:01:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Not an error, you're getting, can't connect?\",\"timestamp\":\"00:01:07\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"No, no, I think we're okay, hold on.\",\"timestamp\":\"00:01:11\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"This morning when I tried getting on the- Greg fixed that like at one o'clock yesterday.\",\"timestamp\":\"00:01:14\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:01:22\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"If you're in Scottsdale, that was the only place it was a problem was in Scottsdale.\",\"timestamp\":\"00:01:23\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:01:28\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I'll double check with, my employee had said this morning she was getting like a question mark on it.\",\"timestamp\":\"00:01:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know about question mark.\",\"timestamp\":\"00:01:35\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I'll look at it and have a restart.\",\"timestamp\":\"00:01:38\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"But as far as the assignment, assigned to, I was looking at our sauna just to see what we were trying to accomplish.\",\"timestamp\":\"00:01:41\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"When it's\",\"timestamp\":\"00:01:58\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"it's routed in FileMaker, it's reading, it's also applying that routing in GoFileROOM.\",\"timestamp\":\"00:01:59\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So far, up to Friday at least, when we route, it automatically assigned the assigned to portion, but we're routing out of FileMaker, not GoFileROOM.\",\"timestamp\":\"00:02:15\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'm not sure how the connection is set up on your end, but it stopped assigning based on routing, if that makes sense.\",\"timestamp\":\"00:02:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, says, if you're talking about the reviewed by one or two?\",\"timestamp\":\"00:02:43\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"No, no, above.\",\"timestamp\":\"00:02:49\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"The underneath prepared by, the one that says assigned to.\",\"timestamp\":\"00:02:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:02:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:03:00\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So the one that I was looking at was Sarah Sales.\",\"timestamp\":\"00:03:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, it only has it updating that if it's the last one.\",\"timestamp\":\"00:03:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If any of those other ones are marked, it looks like it's either leaving them alone or assigning it to the person that was last assigned.\",\"timestamp\":\"00:03:11\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, well, so as of yesterday, we assigned this one for Sarah Sales to Ron Darlene.\",\"timestamp\":\"00:03:22\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't know the date that it was assigned to Lisa because the date's not correct.\",\"timestamp\":\"00:03:34\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Let me show you what I'm looking at.\",\"timestamp\":\"00:03:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, in your video, you assigned one that was the status further down the line than another one.\",\"timestamp\":\"00:03:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you're saying you always want to, when you do it from FileMaker, always want to do it to the current one.\",\"timestamp\":\"00:03:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yes, that's what we want.\",\"timestamp\":\"00:04:06\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I thought that's what was happening because when I when I would route, it was assigning to the person I route to as long as it's the last person.\",\"timestamp\":\"00:04:08\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, I got you as long as it's a lot latest one that was to be the last person that was in that case that was Lisa Rogers.\",\"timestamp\":\"00:04:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like it's doing it says last.\",\"timestamp\":\"00:04:35\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I mean, the way I have it worded is last.\",\"timestamp\":\"00:04:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't test it.\",\"timestamp\":\"00:04:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's what it says.\",\"timestamp\":\"00:04:41\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, if we can make it so that it's a problem in if it's coming from go follow go follow them.\",\"timestamp\":\"00:04:43\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"They should have sprouting from go follow my thought they don't.\",\"timestamp\":\"00:04:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay, I don't know.\",\"timestamp\":\"00:04:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"definitely trying to listen to both.\",\"timestamp\":\"00:04:59\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm getting rid of stupid  GoFileRoom in like 30 days.\",\"timestamp\":\"00:05:04\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So we can get rid of this whole  and just focus on how we want.\",\"timestamp\":\"00:05:09\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So like for future, when the API isn't involved, I want to be able to say whoever it's currently assigned to in stage routing, that should be assigned to on the screen, on the assigned to.\",\"timestamp\":\"00:05:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"timestamp\":\"00:05:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:05:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I don't know if there's reason for keeping GoFileRoom, just organize your documents.\",\"timestamp\":\"00:05:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, that's how they use it.\",\"timestamp\":\"00:05:46\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"And since they're not using it appropriately, and it's a $60,000 program, I'm going to kill it.\",\"timestamp\":\"00:05:48\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"They're using it to manage your documents though, right?\",\"timestamp\":\"00:05:56\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, so I'm going to do that through SharePoint.\",\"timestamp\":\"00:06:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right, but we want to integrate that here so you can see that, right?\",\"timestamp\":\"00:06:06\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"We do.\",\"timestamp\":\"00:06:09\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"We do.\",\"timestamp\":\"00:06:10\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"And then I wanted to talk to you about siloing it.\",\"timestamp\":\"00:06:10\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So for compliance purposes, I don't want everybody accessing the tax documents.\",\"timestamp\":\"00:06:13\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'm going to silo that to a different area in SharePoint than where our other documents are currently filed for client folders.\",\"timestamp\":\"00:06:21\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So essentially what I want to do is have a financial services filing access point and then a separate access point for tax documents for the tax team.\",\"timestamp\":\"00:06:32\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"That way, if we get audited, it's still siloed and it's not accessible to anyone that we don't get permission to, if that's a possibility.\",\"timestamp\":\"00:06:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, of course.\",\"timestamp\":\"00:06:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You'd still organize within that by tax year, I'm assuming by a customer in tax year?\",\"timestamp\":\"00:07:00\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, that's how I'm going to, yes, that's how I will set it up.\",\"timestamp\":\"00:07:06\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"It'll be like client name, and then within client name, it'll have the different tax years.\",\"timestamp\":\"00:07:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, I probably, I would say we probably would want to create those from FileMaker so they stay organized.\",\"timestamp\":\"00:07:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because if you were creating them, then I won't know where they are to match them up.\",\"timestamp\":\"00:07:20\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, okay.\",\"timestamp\":\"00:07:24\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I have a share point.\",\"timestamp\":\"00:07:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I would say like, probably the best way to handle that would be to like, have FileMaker point at the one folder that's the tax folder and then create, or create a custom record so I can, because if you do it, then I don't know where that record is.\",\"timestamp\":\"00:07:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I have to rely on the fact that you typed everything perfectly, which we can't do that.\",\"timestamp\":\"00:07:46\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"No, because I'm not.\",\"timestamp\":\"00:07:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And it probably would be easier for you guys anyways, if it just created it and everything was in FileMaker.\",\"timestamp\":\"00:07:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You just knew it was there.\",\"timestamp\":\"00:08:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Then when you open Share, we can just have it.\",\"timestamp\":\"00:08:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you can open those folders or those documents from FileMaker.\",\"timestamp\":\"00:08:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They're still secure by SharePoint because you do need your Microsoft password to get in, right?\",\"timestamp\":\"00:08:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So they'd still be siloed behind that, so everything would stay in compliance.\",\"timestamp\":\"00:08:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Another side question.\",\"timestamp\":\"00:08:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know why I've never asked this, but it just occurred to me, we should be using your Microsoft account to log into FileMaker so it's single sign-on.\",\"timestamp\":\"00:08:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know why we've never done that.\",\"timestamp\":\"00:08:47\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"That's a great idea.\",\"timestamp\":\"00:08:49\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I love that idea.\",\"timestamp\":\"00:08:50\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Would that simplify creating everything?\",\"timestamp\":\"00:08:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It would simplify a lot because we could just use the preferences.\",\"timestamp\":\"00:08:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Jason, it says.\",\"timestamp\":\"00:08:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can even use groups in Microsoft, like your tax group and your whatever, we could use those groups to specify preferences.\",\"timestamp\":\"00:09:00\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"That would be amazing, actually.\",\"timestamp\":\"00:09:11\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"We're trying to do that.\",\"timestamp\":\"00:09:14\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Greg and I are planning on doing that for just logging into the computer, period.\",\"timestamp\":\"00:09:16\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So if we can make that single sign-on for everything, that would be awesome.\",\"timestamp\":\"00:09:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, I'll need to get together with Greg and set up a tenant ID and all that.\",\"timestamp\":\"00:09:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's a little bit of a pain in the , initial setup, but after that, it makes it a lot easier.\",\"timestamp\":\"00:09:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then really what happens in FileMaker is I'll have to make some changes.\",\"timestamp\":\"00:09:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, just in, I guess, both systems, both the web app and FileMaker will need to, just when you log in for the first time, we just check that you have access from Microsoft and then I create a record for your account in FileMaker.\",\"timestamp\":\"00:09:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And if you change your password and everything, it will change across the board.\",\"timestamp\":\"00:09:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"FileMaker asks Microsoft, essentially, does this user have access?\",\"timestamp\":\"00:10:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is there a password valid?\",\"timestamp\":\"00:10:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Enforce these.\",\"timestamp\":\"00:10:07\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"And then the rules for the document access points are based on how they are set up in SharePoint.\",\"timestamp\":\"00:10:11\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So if I only have specified members in the SharePoint site, those people only have access in FileMaker?\",\"timestamp\":\"00:10:19\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Is that what you were saying?\",\"timestamp\":\"00:10:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, was thinking about that more so from like, if you were to click on a document, you wouldn't have access to it.\",\"timestamp\":\"00:10:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like it would tell you, don't have access to this, right?\",\"timestamp\":\"00:10:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You might be able to see it in FileMaker, like see the name of it, but not have access to the file.\",\"timestamp\":\"00:10:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's perfect.\",\"timestamp\":\"00:10:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"you wouldn't be able to open it because Microsoft would let you.\",\"timestamp\":\"00:10:43\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Right.\",\"timestamp\":\"00:10:47\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Because you don't have access to that.\",\"timestamp\":\"00:10:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's cool.\",\"timestamp\":\"00:10:49\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I love that.\",\"timestamp\":\"00:10:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Even, even deeper, if we did have, if we did have, once we do.\",\"timestamp\":\"00:10:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You set up the Microsoft authentication process.\",\"timestamp\":\"00:11:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know, I can't think of the name of it right now.\",\"timestamp\":\"00:11:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Can't think right now.\",\"timestamp\":\"00:11:05\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"The Microsoft Authenticator?\",\"timestamp\":\"00:11:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, but that's not what FileMaker calls it.\",\"timestamp\":\"00:11:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And you don't care.\",\"timestamp\":\"00:11:14\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"doesn't matter.\",\"timestamp\":\"00:11:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm just, I don't know, I just have, I'm having an old person moment, I think.\",\"timestamp\":\"00:11:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The, we can still extend that to FileMaker.\",\"timestamp\":\"00:11:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you did want to hide them and not open even CNN FileMaker, we should do that.\",\"timestamp\":\"00:11:28\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:11:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Beyond that, you know, we really, if you did, we probably, as we would start to refine this, should maybe get, I'm thinking about getting rid of the top bar in FileMaker.\",\"timestamp\":\"00:11:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't, I think people still use FileMaker alone, so I can't get rid of it yet.\",\"timestamp\":\"00:11:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I know we have talked in the past about refining what people have access.\",\"timestamp\":\"00:11:54\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"We have this tax director of compliance in the office now and he was explaining the importance of keeping our tax documents separate from all of our other documents for auditing purposes, if they were to get audited and the documents were somehow saved in the same space as our financial side of our business and everything's up for audit.\",\"timestamp\":\"00:12:08\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"On the other side of that, with foundations compliance, anyone that has access to sensitive client data is then subject to their compliance quarterly filings, which everyone in this company  sucks at doing so we try to silo the people that don't need it like the\",\"timestamp\":\"00:12:38\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Call center, for example, so they don't have access to social security numbers, things like that, so I think that's easier now than it was last year.\",\"timestamp\":\"00:13:00\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, yeah.\",\"timestamp\":\"00:13:11\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"And then I have this huge project going for the WebDirect, the desktop version, where in Asana we have kind of a full layout of all the little glitches.\",\"timestamp\":\"00:13:13\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"We're testing this out in each department, so people are working through processes in there, and we're documenting what we believe needs to be repaired before I can push this out to the staff for overall use.\",\"timestamp\":\"00:13:26\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So I will pull you in on that at some point.\",\"timestamp\":\"00:13:42\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"didn't want to waste your time or show things that were just not true errors or true situations that didn't need to involve you.\",\"timestamp\":\"00:13:44\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"But I'll start assigning those to you once they're all done.\",\"timestamp\":\"00:13:56\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"We at and tested on our part in management side so we can start cleaning up the desktop version so we can use it across the board, which I figure I'll hold on the tax department because we're, I want to get rid of all the APIs and all the things and I have another project I'm working on that's specifically for the tax department for this restructure of the document stuff and the file maker process as far as the internal workflows concerned.\",\"timestamp\":\"00:14:00\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I hired a tax operations manager who used to work for Thompson Reuter and dealt with all their software so that person will be heavily involved in how we design.\",\"timestamp\":\"00:14:35\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"If there's going to be any changes to the tax area workflow system, how that looks, they'll, they'll probably take over and get heavily involved in that end of it, but I'd like to start with the documents right now.\",\"timestamp\":\"00:14:46\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Greg is working with me and Thomson Reuter to extract all of our data from GoFileRoom and FileCabinet.\",\"timestamp\":\"00:15:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:15:10\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Once I get all that data, we're going to dump it into a SharePoint site that I created for the tax team.\",\"timestamp\":\"00:15:11\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"And then we can do the redesign in there of how we're going to do the file layout.\",\"timestamp\":\"00:15:18\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"And then I'll have, you know, you come in so that way you can do your portion of what we want to do with actually accessing the documents in FileMaker and whatever securities that we want to set up for that.\",\"timestamp\":\"00:15:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:15:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sounds good.\",\"timestamp\":\"00:15:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sounds good.\",\"timestamp\":\"00:15:42\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:15:43\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So we agree that we can have the stages, whatever the stage is currently assigned to, that's what they assigned to will be routed in.\",\"timestamp\":\"00:15:44\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Not routed, but that's how it will reflect in FileMaker.\",\"timestamp\":\"00:15:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yep.\",\"timestamp\":\"00:15:59\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Cool.\",\"timestamp\":\"00:16:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"All right.\",\"timestamp\":\"00:16:01\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"And I'll let you know when I get the final dates for GoFileRooms.\",\"timestamp\":\"00:16:01\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't know if there's anything that you need me to do or let you know of before killing that program.\",\"timestamp\":\"00:16:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, the only thing I'll need to do is turn off the sync.\",\"timestamp\":\"00:16:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I would love to turn it off because it runs like every five seconds.\",\"timestamp\":\"00:16:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, it basically is always running.\",\"timestamp\":\"00:16:22\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:16:24\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:16:25\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"As soon as I can, I'm going to get rid of it.\",\"timestamp\":\"00:16:25\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"I think we're finalizing the rest of these extended returns that they're trying to complete.\",\"timestamp\":\"00:16:28\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Once those are completed, I think we can kill it.\",\"timestamp\":\"00:16:35\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"But the program, I mean, I have to renew the contract next month, which I don't plan to do.\",\"timestamp\":\"00:16:39\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So they might do it for me.\",\"timestamp\":\"00:16:44\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"So either way, in the next couple of weeks, it'll be gone.\",\"timestamp\":\"00:16:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:16:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:16:50\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"One less headache.\",\"timestamp\":\"00:16:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sounds good.\",\"timestamp\":\"00:16:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I like that.\",\"timestamp\":\"00:16:54\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Awesome.\",\"timestamp\":\"00:16:55\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you, sir.\",\"timestamp\":\"00:16:56\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"appreciate it.\",\"timestamp\":\"00:16:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, you bet.\",\"timestamp\":\"00:16:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Thanks for your time.\",\"timestamp\":\"00:16:59\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"All right, have a good one.\",\"timestamp\":\"00:17:00\"},{\"speaker\":{\"display_name\":\"Leticia Santiago\",\"matched_calendar_invitee_email\":null},\"text\":\"Bye.\",\"timestamp\":\"00:17:00\"}],\"transcript_language\":\"en\",\"url\":\"https:\/\/fathom.video\/calls\/747018285\"}"},"script":"Fathom | Incoming Log"}
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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 merge fields (e.g., First Name) in desktop; email Rebecca when done\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/747086103?timestamp=88.9999\",\"recording_timestamp\":\"00:01:28\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Investigate WebDirect form-gen lockups\/PDF failures from Asset Profile; email Rebecca when done\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/747086103?timestamp=829.9999\",\"recording_timestamp\":\"00:13:49\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Investigate Pending Business Contact field cursor bug; email Rebecca when done\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/747086103?timestamp=961.9999\",\"recording_timestamp\":\"00:16:01\",\"user_generated\":false},{\"assignee\":{\"email\":null,\"name\":\"Rebecca Voyzey\",\"team\":null},\"completed\":false,\"description\":\"Email Schwab Premier re: API\/transmission for form submissions\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/747086103?timestamp=1290.9999\",\"recording_timestamp\":\"00:21:30\",\"user_generated\":false},{\"assignee\":{\"email\":null,\"name\":\"Rebecca Voyzey\",\"team\":null},\"completed\":false,\"description\":\"Assign additional processor to test desktop; collect feedback\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/747086103?timestamp=1450.9999\",\"recording_timestamp\":\"00:24:10\",\"user_generated\":false},{\"assignee\":{\"email\":null,\"name\":\"Rebecca Voyzey\",\"team\":null},\"completed\":false,\"description\":\"Explore AssetMap integration; schedule follow-up w\/ Sean\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/747086103?timestamp=1572.9999\",\"recording_timestamp\":\"00:26:12\",\"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\":\"2026-07-14T20:29:27Z\",\"crm_matches\":null,\"default_summary\":{\"markdown_formatted\":\"## Meeting Purpose\\n\\n[Review the new FileMaker desktop app and identify critical bugs.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=53.0)\\n\\n## Key Takeaways\\n\\n  - [**Critical Bug:** The new desktop app\u2019s core function\u2014populating forms with contact data\u2014is broken. This blocks the processing team from testing the app.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=99.0)\\n  - [**Strategic Goal:** The desktop app is a full replacement for FileMaker Pro. The team's current form-filling workflow must be replicated in the new system.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=274.0)\\n  - [**Key Bugs Identified:** In addition to the merge field issue, a WebDirect form-generation freeze and a \\\"pending business\\\" contact field cursor bug were reported.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=840.0)\\n  - [**Future Vision:** The team wants to automate the Schwab form submission process, eliminating manual data entry into Schwab's \\\"envelopes.\\\" This requires Schwab's technical approval.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=1188.0)\\n\\n## Topics\\n\\n### Critical Bug: Broken Merge Fields\\n\\n  - [**Problem:** Merge fields (e.g., `First Name`) fail to populate contact data in the new desktop app, rendering its primary function unusable.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=99.0)\\n  - [**Impact:** This bug prevents the processing team from testing the app and replicating their current form-filling workflow.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=165.0)\\n\\n### Strategic Goal: Replicate Form-Filling Workflow\\n\\n  - [**Objective:** Replicate the team's current workflow, where a single click populates Schwab forms with client data, in the new desktop app.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=234.0)\\n  - [**Current Process:**](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=234.0)\\n    1.  [Navigate to a client's contact page in FileMaker Pro.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=234.0)\\n    2.  [Select \\\"Send to Autopop\\\" or \\\"Send to Firelight.\\\"](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=234.0)\\n    3.  [Choose a Schwab form \u2192 basic client data auto-populates.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=234.0)\\n  - [**Proposed Solution:** Sean will investigate adding a button to the desktop app that opens the current WebDirect form-filling interface, bridging the gap during the transition.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=459.0)\\n\\n### Other Identified Bugs\\n\\n  - [**WebDirect Form Generation Freeze:** Generating any form from the asset profile in WebDirect causes the application to lock up and require a restart.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=840.0)\\n  - [**Pending Business Cursor Bug:** In the \\\"pending business contact\\\" field, the cursor jumps to the second character while typing.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=972.0)\\n\\n### Future Vision: Automate Schwab Submissions\\n\\n  - [**Goal:** Automate the entire Schwab form submission process, from data population to client signature and final submission.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=1188.0)\\n  - [**Current Manual Process:**](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=1248.0)\\n    1.  [Fill forms in FileMaker.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=1248.0)\\n    2.  [Download the PDF.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=1248.0)\\n    3.  [Manually re-enter all data into Schwab's \\\"envelopes\\\" for client signature.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=1248.0)\\n  - [**Blocker:** This automation depends entirely on Schwab providing a technical integration or API. Rebecca will contact Schwab's Premier team to inquire about this possibility.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=1289.0)\\n\\n### Custom Merge Editor\\n\\n  - [**Purpose:** The editor creates custom JavaScript rules to transform data for form fields (e.g., converting a boolean `true` to the string `yes`).](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=540.0)\\n  - [**Functionality:** It also formats data to meet specific field requirements, such as adding dashes to phone numbers.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=721.0)\\n  - [**Note:** Pasting formatted text (e.g., blue font) into a field is a FileMaker display issue and does not affect the underlying data's integrity for calculations.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=750.0)\\n\\n## Next Steps\\n\\n  - [**Sean:**](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=1726.0)\\n      - [Fix the broken merge fields in the desktop app.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=120.0)\\n      - [Investigate and resolve the WebDirect form generation freeze.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=840.0)\\n      - [Fix the cursor bug in the \\\"pending business contact\\\" field.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=972.0)\\n      - [Notify Rebecca when fixes are complete.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=1726.0)\\n  - [**Rebecca:**](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=1461.0)\\n      - [Contact Schwab's Premier team to inquire about API access for automated form submission.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=1289.0)\\n      - [Gather user feedback from the processing team on the new desktop app.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=1461.0)\\n      - [Schedule a separate meeting to review the AssetMap integration.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=1560.0)\\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\/84428452648?pwd=OLdNID0b0DXhHquoafVcrC0i3gYkx8.1\",\"recorded_by\":{\"email\":\"etechnologies34@gmail.com\",\"email_domain\":\"gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"recording_end_time\":\"2026-07-14T20:29:21Z\",\"recording_id\":163742096,\"recording_start_time\":\"2026-07-14T20:00:15Z\",\"scheduled_end_time\":\"2026-07-14T21:00:00Z\",\"scheduled_start_time\":\"2026-07-14T20:00:00Z\",\"share_url\":\"https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6\",\"shared_with\":\"no_teams\",\"title\":\"\ud83d\udc4b Hello, Lets talk about your FileMaker solution!  (Rebecca Voyzey)\",\"transcript\":[{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, thanks.\",\"timestamp\":\"00:00:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"How are you?\",\"timestamp\":\"00:00:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I can't complain.\",\"timestamp\":\"00:00:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, good.\",\"timestamp\":\"00:00:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Good, good.\",\"timestamp\":\"00:00:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Hopefully it's not too hot where you're at.\",\"timestamp\":\"00:00:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It just started raining, so it's actually nice.\",\"timestamp\":\"00:00:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's been hot.\",\"timestamp\":\"00:00:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, I shouldn't complain to you guys, but it's been hot for up here.\",\"timestamp\":\"00:00:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's been pretty, pretty warm.\",\"timestamp\":\"00:00:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I will say that for sure.\",\"timestamp\":\"00:00:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"If you don't mind, I'm going to record this so that I can come back to it.\",\"timestamp\":\"00:00:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I can send you a copy, too, if that's easier for you.\",\"timestamp\":\"00:00:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Sure.\",\"timestamp\":\"00:00:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Actually, you're welcome to record it on your end.\",\"timestamp\":\"00:00:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Now that works for me because it says post record to the cloud.\",\"timestamp\":\"00:00:42\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So, yeah, that's fine.\",\"timestamp\":\"00:00:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Let's just do that.\",\"timestamp\":\"00:00:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Awesome.\",\"timestamp\":\"00:00:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So, apologies, I'm a little late to the game with the whole desktop thing.\",\"timestamp\":\"00:00:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I just got\",\"timestamp\":\"00:00:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So from maternity leave.\",\"timestamp\":\"00:00:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'm just kind of coming in and I've been exploring it for the past week and I have a bunch of questions for you.\",\"timestamp\":\"00:01:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So forgive me if these are repetitive, but I was playing around in the desktop.\",\"timestamp\":\"00:01:13\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Hold on.\",\"timestamp\":\"00:01:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"me do this.\",\"timestamp\":\"00:01:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I noticed just kind of bringing myself up.\",\"timestamp\":\"00:01:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Let share.\",\"timestamp\":\"00:01:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:01:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So for instance, and what I'm used to in FileMaker is, you know, grabbing those merge fields and plugging them into the form so that they populate and correspond.\",\"timestamp\":\"00:01:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But I was noticing for this just right off the cuff, like first name here, I have pulled my contact, but it's not pulling my name.\",\"timestamp\":\"00:02:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Is that something that we're still working on since they're not correctly?\",\"timestamp\":\"00:02:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, that looks like it's broken.\",\"timestamp\":\"00:02:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll need to take a look at that.\",\"timestamp\":\"00:02:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:02:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I haven't looked at this in a while.\",\"timestamp\":\"00:02:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I turned this over a while ago.\",\"timestamp\":\"00:02:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just assumed it was working because nobody said anything.\",\"timestamp\":\"00:02:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They were probably waiting on me to come in and start trying to like, you know.\",\"timestamp\":\"00:02:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I was wondering why I hadn't heard much.\",\"timestamp\":\"00:02:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:02:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I heard a couple of things initially and then nothing.\",\"timestamp\":\"00:02:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:02:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:02:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Whatever is not working in here.\",\"timestamp\":\"00:02:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just let me know.\",\"timestamp\":\"00:02:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, that shouldn't, that should be in there.\",\"timestamp\":\"00:02:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:02:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because that's what I kind of, I wanted to start there so that I can work on getting forms in here so that they can be filled just as we're used to.\",\"timestamp\":\"00:02:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"in, in the you you\",\"timestamp\":\"00:02:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So that was the first thing.\",\"timestamp\":\"00:03:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So another question I have is, so after we would get that piece fixed, would we be able to start using the form filler to test forms?\",\"timestamp\":\"00:03:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And would those forms go all the way out to Schwab, or is it just to simply fill the forms at this point?\",\"timestamp\":\"00:03:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Is that kind of what we're starting with?\",\"timestamp\":\"00:03:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, there's not, I mean, in those third party apps, there's no way, they're not, we're kind of gaming the system.\",\"timestamp\":\"00:03:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's not, we don't have much control over that.\",\"timestamp\":\"00:03:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Plus, I don't know that you can fill them out in full.\",\"timestamp\":\"00:03:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, not in full, but you know, just how we do in.\",\"timestamp\":\"00:03:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"FileMaker Now, where we can send, we can go to the client's contact page and send to Autopop, send to Firelight, and we can also pull the forms for Schwab and have it populate all of their basic information.\",\"timestamp\":\"00:04:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So not everything.\",\"timestamp\":\"00:04:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm just trying to see if we can.\",\"timestamp\":\"00:04:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Wait, hold on.\",\"timestamp\":\"00:04:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That last thing you said, what kind of form are we talking about?\",\"timestamp\":\"00:04:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like a PDF?\",\"timestamp\":\"00:04:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yes, exactly.\",\"timestamp\":\"00:04:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, that should still work in the old system, but I mean, we could combine it into this.\",\"timestamp\":\"00:04:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The reason I did it this way is because we're doing, we want to do away with FileMaker Pro as a desktop app.\",\"timestamp\":\"00:04:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So this is a replacement for that.\",\"timestamp\":\"00:04:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:04:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Got it.\",\"timestamp\":\"00:04:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if there's something there's not, if there's a continuity that's not flowing, we can definitely.\",\"timestamp\":\"00:04:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Definitely alter the continuity, if that's what you're asking.\",\"timestamp\":\"00:04:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, because my team relies on that quite a bit, and I want to make sure we do the same thing here, and I can just kind of show you, let me bring up FileMaker Pro, just to show you what I've can do that in WebDirect, right?\",\"timestamp\":\"00:05:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes, yeah, hold on one second.\",\"timestamp\":\"00:05:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I've, yeah, put in all these...\",\"timestamp\":\"00:05:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I want to make sure that our processing team can still pull them and populate them with the contact's information.\",\"timestamp\":\"00:06:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So then how they open the form and it takes all of that client's information and populates it.\",\"timestamp\":\"00:06:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You know what I'm saying?\",\"timestamp\":\"00:06:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, you could have done that in the desktop still, in the app you were in.\",\"timestamp\":\"00:06:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, really?\",\"timestamp\":\"00:06:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Mm-hmm.\",\"timestamp\":\"00:06:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Can you show me how?\",\"timestamp\":\"00:06:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You just need to click on that first tab that says WebDirect.\",\"timestamp\":\"00:06:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:06:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So you mean we would do it the same\",\"timestamp\":\"00:06:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:07:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Got it.\",\"timestamp\":\"00:07:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Send and then find a form.\",\"timestamp\":\"00:07:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So, okay.\",\"timestamp\":\"00:07:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So the forms that I've put in here already will not change.\",\"timestamp\":\"00:07:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They'll just stay the same.\",\"timestamp\":\"00:07:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, I'm not saying they won't change, but I mean, we're transitioning.\",\"timestamp\":\"00:07:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Right.\",\"timestamp\":\"00:07:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So it's, this is the old system and we'll slowly transition away from this, honestly, mostly away from this.\",\"timestamp\":\"00:07:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It'll take time.\",\"timestamp\":\"00:07:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But, you know, like this, you can't do this in WebDirect.\",\"timestamp\":\"00:07:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can't do these in WebDirect.\",\"timestamp\":\"00:07:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I probably should just hide these.\",\"timestamp\":\"00:07:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Actually, I could probably just have it open this in WebDirect from WebDirect and that probably is what you're, what you'd be after.\",\"timestamp\":\"00:07:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:07:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, because it was more understanding, like right here is where we would put all the forms.\",\"timestamp\":\"00:08:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:08:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:08:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But this is for, well, potentially we could do that, but I hadn't, and that is a good idea, but, you know, it's not, that's not how it's working as of yet.\",\"timestamp\":\"00:08:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:08:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But that is something we can do eventually, especially because we're moving away from WebDirect.\",\"timestamp\":\"00:08:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We're moving away from FileMaker, yes, as a system platform.\",\"timestamp\":\"00:08:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:08:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Awesome.\",\"timestamp\":\"00:08:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:08:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, so, okay, so that being said, with the desktop, can you walk me through, like, how does the custom merge editor work?\",\"timestamp\":\"00:09:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Which part?\",\"timestamp\":\"00:09:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know what you mean by custom merge editor.\",\"timestamp\":\"00:09:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You're about this?\",\"timestamp\":\"00:09:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes, that right there.\",\"timestamp\":\"00:09:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So when we say add custom merge, what is that for?\",\"timestamp\":\"00:09:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you don't have a field in here that you need, and you have some data, but you need it to be different, then you can say, like, if you needed this to, you know, if you needed this to be yes instead of true, then you can make a new field for that and call it is.\",\"timestamp\":\"00:09:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Custom, active, true, maybe you could take this out really however you want, I don't really care, but so you just call this a custom rule, it's not, so here you're going to put your rule, you're going to define your rule, right?\",\"timestamp\":\"00:10:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, okay.\",\"timestamp\":\"00:10:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Rules, true.\",\"timestamp\":\"00:10:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then you run this, and this will create a JavaScript function, essentially, that'll convert that for you.\",\"timestamp\":\"00:11:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then you just want to confirm that, you know, it kind of understood what you're saying.\",\"timestamp\":\"00:11:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then you should also be able to validate that when you load your, yeah, true, I thought you had, oh yeah, it does.\",\"timestamp\":\"00:11:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's just over here to the right.\",\"timestamp\":\"00:11:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you can see based on your client that this is true or yes.\",\"timestamp\":\"00:11:43\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, got it.\",\"timestamp\":\"00:11:50\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I already gave you an example, I already put a couple examples in here like this.\",\"timestamp\":\"00:11:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:11:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because I think in our FileMaker system, the phone is formatted as that.\",\"timestamp\":\"00:12:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if the end, if your form field is expecting that, you need to fix it.\",\"timestamp\":\"00:12:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because everything needs to be formatted the same, right?\",\"timestamp\":\"00:12:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Like just, like for instance, I was actually going through a processor's pending business yesterday and I saw that she copied and pasted an account number.\",\"timestamp\":\"00:12:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And it was blue and a different font.\",\"timestamp\":\"00:12:40\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Does that kind of mess up the asset profile when it's trying to cancel out accounts?\",\"timestamp\":\"00:12:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Does everything kind of need to be like to like and the same, like with the dashes and the font and everything?\",\"timestamp\":\"00:12:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, not necessarily, other than it doesn't look right, but I mean, it doesn't, the font doesn't really affect anything.\",\"timestamp\":\"00:13:02\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, so it'll still read it the same?\",\"timestamp\":\"00:13:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:13:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:13:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, if you can all, if you do paste something, and this is just like kind of a FileMaker problem, but when you paste something that's formatted in a FileMaker, you know, it'll, it'll carry over the formatting of that.\",\"timestamp\":\"00:13:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:13:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:13:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's, it's.\",\"timestamp\":\"00:13:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"there's ways to remove that, but it's not an easy thing.\",\"timestamp\":\"00:13:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"have to actually go into the field or go into the system settings and remove it.\",\"timestamp\":\"00:13:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:13:41\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:13:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:13:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"then.\",\"timestamp\":\"00:13:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:13:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I wanted to talk to.\",\"timestamp\":\"00:13:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So one of the things that one of my processors that I'm sure you, I don't know if you've met her, Sydney, is kind of doing testing in this and working in it.\",\"timestamp\":\"00:14:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And she said that WebDirect locks up and requires a restart when generating a form from the asset profile.\",\"timestamp\":\"00:14:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Which form?\",\"timestamp\":\"00:14:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Just do any form and maybe, yeah.\",\"timestamp\":\"00:14:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You're talking about this, right?\",\"timestamp\":\"00:14:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, I think she means, so if you do...\",\"timestamp\":\"00:14:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, that isn't working.\",\"timestamp\":\"00:15:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's not giving me the PDF.\",\"timestamp\":\"00:15:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:15:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"If you go into the details, so the little magnifying glass of that Charles Schwab account.\",\"timestamp\":\"00:15:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Sorry, I mean the one by Mary Singleton's name.\",\"timestamp\":\"00:15:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:15:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So when you send the send button at the bottom, that's how that's how we do the forms that I keep talking about like these.\",\"timestamp\":\"00:15:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"She says that it keeps locking up.\",\"timestamp\":\"00:15:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I want to make sure it's just it's not just her because that's that's one of the number one things that our processors would need to work out of here effectively.\",\"timestamp\":\"00:15:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:15:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll have a look.\",\"timestamp\":\"00:15:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I wasn't aware.\",\"timestamp\":\"00:15:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm redoing that anyways, but I can take a look at that and see why it's hung out.\",\"timestamp\":\"00:16:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, thank you.\",\"timestamp\":\"00:16:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, she also said there's a cursor bug in the pending business contact field where it jumps to the second character while typing.\",\"timestamp\":\"00:16:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Cursor bug?\",\"timestamp\":\"00:16:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"In what?\",\"timestamp\":\"00:16:43\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"The pending business contact field.\",\"timestamp\":\"00:16:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"This maybe?\",\"timestamp\":\"00:17:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, where the second it jumps letters, like see how it did that and then it went back to the left.\",\"timestamp\":\"00:17:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay, that's all.\",\"timestamp\":\"00:17:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay, cool.\",\"timestamp\":\"00:17:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, and then you kind of already answered my last question.\",\"timestamp\":\"00:17:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Just I wanted to see if we could submit to Schwab through here, but we'd probably have to work with Schwab somehow and that.\",\"timestamp\":\"00:17:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I have a feeling that that's not going to be a thing, probably just the forms.\",\"timestamp\":\"00:18:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"When you say submit to Schwab, I'm here.\",\"timestamp\":\"00:18:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, like exactly how Autopop, when you would finish it here in FileMaker, it gets processed through.\",\"timestamp\":\"00:18:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I wanted to see if there's a way that we could work on Schwab forms and get it sent to Schwab, but I have a feeling that's a bigger.\",\"timestamp\":\"00:18:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"What do they look like?\",\"timestamp\":\"00:18:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Any of those forms that we just did in that asset profile, when you went to her name and there was the list of forms.\",\"timestamp\":\"00:18:32\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"This?\",\"timestamp\":\"00:18:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Nope, sorry.\",\"timestamp\":\"00:18:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Go back to WebDirect and...\",\"timestamp\":\"00:18:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You're talking about this?\",\"timestamp\":\"00:18:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"...with anybody.\",\"timestamp\":\"00:18:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, the Merge and Templates.\",\"timestamp\":\"00:18:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"All of these forms where we can just automatically fill them out and save them.\",\"timestamp\":\"00:19:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I just want to, I, well, I am changing the, this integration so that it, this is getting changed.\",\"timestamp\":\"00:19:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm finishing up.\",\"timestamp\":\"00:19:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"This is going to be directly tied to the asset more than it is now.\",\"timestamp\":\"00:19:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:19:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I would say that any form you already have tied to the asset, so you just.\",\"timestamp\":\"00:19:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Can you say that one more time, an advisor was calling me.\",\"timestamp\":\"00:19:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:19:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm just thinking about what you're saying.\",\"timestamp\":\"00:19:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I, it sounds like you're just saying you need to be able to attach the temp, the temp to here, right?\",\"timestamp\":\"00:19:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is that.\",\"timestamp\":\"00:19:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:19:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Then also would there ever be a way for once they fill out those forms, if they have all the information to get it.\",\"timestamp\":\"00:19:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You know, sent to the client to then send it.\",\"timestamp\":\"00:20:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't know.\",\"timestamp\":\"00:20:02\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm just thinking bigger.\",\"timestamp\":\"00:20:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I think that we have to take baby steps to that.\",\"timestamp\":\"00:20:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"How do you do it now?\",\"timestamp\":\"00:20:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Don't you need signatures and things like that?\",\"timestamp\":\"00:20:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:20:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's why I was thinking, you know, it could get sent to the client instead of us having to download it and then, you know, put it where we need to put it.\",\"timestamp\":\"00:20:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, you just need to tell me what the workflow is and we can do that.\",\"timestamp\":\"00:20:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:20:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Doesn't Schwab use DocuSign for approvals?\",\"timestamp\":\"00:20:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So we use, we call them envelopes, which is just digital.\",\"timestamp\":\"00:20:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:20:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:20:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"We use the envelopes.\",\"timestamp\":\"00:20:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Sometimes people want to do DocuSign because they trust it more.\",\"timestamp\":\"00:20:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Some people want to do wet signatures.\",\"timestamp\":\"00:20:40\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So there's various ways to do it, but most people do it through the envelope.\",\"timestamp\":\"00:20:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So what are you doing?\",\"timestamp\":\"00:20:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you're, when you're doing it now, you're, are you putting it in DocuSign or putting it in Schwab's?\",\"timestamp\":\"00:20:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because I thought.\",\"timestamp\":\"00:20:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"From what I recall, because I have a Schwab account and a financial advisor, I think that they sent me a DocuSign through Schwab, no, but I don't know how they did it because I didn't ask, but.\",\"timestamp\":\"00:21:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:21:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So basically what we do is we look at all the information here and plug it ourselves into the Schwab envelope.\",\"timestamp\":\"00:21:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So typing it out.\",\"timestamp\":\"00:21:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm trying to kind of eliminate that piece where it would just.\",\"timestamp\":\"00:21:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We could probably have it, you know, like we do now with the form over here, but I don't think that Schwab's going to give you.\",\"timestamp\":\"00:21:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Access.\",\"timestamp\":\"00:21:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"To let us send it to them.\",\"timestamp\":\"00:21:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They might, you can ask.\",\"timestamp\":\"00:21:41\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:21:42\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm going to ask them because yeah, I figured it.\",\"timestamp\":\"00:21:43\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I think it.\",\"timestamp\":\"00:21:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We're not asking.\",\"timestamp\":\"00:21:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You're not.\",\"timestamp\":\"00:21:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know that they might not just because, you know, those financial companies are really locked down.\",\"timestamp\":\"00:21:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:21:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But they might have a way to transmit, at least transmit.\",\"timestamp\":\"00:21:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know.\",\"timestamp\":\"00:22:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, they used to send it from Autopop.\",\"timestamp\":\"00:22:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So when we would type out all the client's information in Autopop and then send it through to be processed, there was an option to send it to Schwab where they would capture all that information.\",\"timestamp\":\"00:22:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I wonder if they would be open to doing something like that again.\",\"timestamp\":\"00:22:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't know.\",\"timestamp\":\"00:22:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But they stopped doing that.\",\"timestamp\":\"00:22:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"There's got to be a reason.\",\"timestamp\":\"00:22:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But okay.\",\"timestamp\":\"00:22:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But if they can be able to do it right on our end.\",\"timestamp\":\"00:22:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, absolutely.\",\"timestamp\":\"00:22:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We just, it has to be something that they allow.\",\"timestamp\":\"00:22:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:22:41\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"There's nothing, there's nothing preventing us from doing it other than not allowing it.\",\"timestamp\":\"00:22:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And obviously, if we can fill forms, which, in all honesty, I didn't read their EULA, but sometimes that does violate.\",\"timestamp\":\"00:22:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:22:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:22:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Use agreements, so you don't necessarily want to tell them that we're doing that, but we can, you know, we can do what we did there with any, I mean, I can put any website up there, it's just, we have, they all behave different, so it's all, you know, it all depends on, we can put any website we want up here, I could give you the ability to add your own, if you wanted.\",\"timestamp\":\"00:23:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:23:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, let me talk to the Premier team.\",\"timestamp\":\"00:23:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And keep in mind, I don't, I'm, I don't use this all the time, so I'm trying to give you the features that you need to get this accomplished, and keep in mind my mind works more differently than most people's too, so if it doesn't make sense to you or your team, I can change it.\",\"timestamp\":\"00:23:32\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, well that's why I want to get it.\",\"timestamp\":\"00:23:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"try to think like a normal user, but I don't do your job every day, so I don't know, you know, I'm making assumptions.\",\"timestamp\":\"00:23:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"about point.\",\"timestamp\":\"00:23:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"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\":\"Okay.\",\"timestamp\":\"00:23:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if it's not working or something isn't, you know, obviously some things are clearly broken, but.\",\"timestamp\":\"00:24:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:24:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because I think getting those, the values to match.\",\"timestamp\":\"00:24:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And like some of these things, I don't even know why they're in here.\",\"timestamp\":\"00:24:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I thought I removed, like, you guys will never use this stuff.\",\"timestamp\":\"00:24:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:24:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So.\",\"timestamp\":\"00:24:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:24:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't want it to confuse them, but yeah, I'm, well, we're having one of our assistant processors in here already.\",\"timestamp\":\"00:24:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then I'm going to have somebody else play around in this as well so that I can get more of a, because I even myself, I don't do processing on the daily.\",\"timestamp\":\"00:24:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm, you know, just in charge of their processing on the daily, but they are in there every day.\",\"timestamp\":\"00:24:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'll get a lot of feedback from them once I get people in here looking at this on what they need or what doesn't make sense to them.\",\"timestamp\":\"00:24:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it makes sense to me, but also I'm used to this.\",\"timestamp\":\"00:24:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:24:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because I'm putting forms into FileMaker and using, you know, the token and the value, and I think that's going to be half the battle.\",\"timestamp\":\"00:25:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, cool.\",\"timestamp\":\"00:25:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, that's all I had for you.\",\"timestamp\":\"00:25:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I think, yeah, biggest things for me is just having those merge fields match, and then I can play around in it a little bit more with the PDFs that we would want to put in there.\",\"timestamp\":\"00:25:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So that we can at least do everything that we do now in WebDirect in here for processing.\",\"timestamp\":\"00:25:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's kind of my first goal.\",\"timestamp\":\"00:25:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"We can have some bigger dreams, I guess, for processing.\",\"timestamp\":\"00:25:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, well, I'm making some big changes depending business, and I want that to flow into that thing we started with opportunities.\",\"timestamp\":\"00:25:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I know it's been a while since we talked about that, and I don't think we've made any progress on that, but I'd like that all to flow together.\",\"timestamp\":\"00:25:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Certainly.\",\"timestamp\":\"00:25:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Certainly.\",\"timestamp\":\"00:25:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:25:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Definitely.\",\"timestamp\":\"00:25:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Definitely.\",\"timestamp\":\"00:25:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"As well as, I mean, AssetMap also is at the top of my list.\",\"timestamp\":\"00:26:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That would be amazing if we can get that going, because the advisors are still just circling.\",\"timestamp\":\"00:26:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So it's in there.\",\"timestamp\":\"00:26:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I know it's in there.\",\"timestamp\":\"00:26:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know how far we, nobody, I didn't really get much feedback on that again.\",\"timestamp\":\"00:26:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I wasn't, I was pretty sure nobody was using it, but.\",\"timestamp\":\"00:26:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, we're not, because we just kind of went to a standstill and then I had a baby.\",\"timestamp\":\"00:26:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'm going to, I'm going to go in there and play around with it more.\",\"timestamp\":\"00:26:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then I'll just ask you for another separate meeting on that, because I'd like to work on that too, if we can, if you have time.\",\"timestamp\":\"00:26:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, time is always the thing, right?\",\"timestamp\":\"00:26:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Especially.\",\"timestamp\":\"00:26:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:26:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't want to ask you too many things and I don't know what you and Stuart are working on, but for me it's, I mean, it's always, we have, we'll make time.\",\"timestamp\":\"00:26:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:26:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We'll get it done.\",\"timestamp\":\"00:26:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I appreciate that.\",\"timestamp\":\"00:26:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Congratulations.\",\"timestamp\":\"00:26:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"have a boy or girl.\",\"timestamp\":\"00:26:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Thank you.\",\"timestamp\":\"00:26:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I had a little girl.\",\"timestamp\":\"00:26:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Awesome.\",\"timestamp\":\"00:26:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I already have a, I have a three-year-old boy.\",\"timestamp\":\"00:26:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then.\",\"timestamp\":\"00:26:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"She was a complete surprise.\",\"timestamp\":\"00:27:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"My husband wanted to be surprised.\",\"timestamp\":\"00:27:02\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I was convinced she was a boy and she's a girl.\",\"timestamp\":\"00:27:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"We're so excited.\",\"timestamp\":\"00:27:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's fun.\",\"timestamp\":\"00:27:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Do you have kids, right?\",\"timestamp\":\"00:27:09\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I have two.\",\"timestamp\":\"00:27:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, have two boys, but they're old.\",\"timestamp\":\"00:27:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, not old, old, but they're 19 and 21 or 19 and 22.\",\"timestamp\":\"00:27:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:27:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, not, not babies anymore, but kind of still babies.\",\"timestamp\":\"00:27:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, they're all, they're all here again.\",\"timestamp\":\"00:27:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"My one just finished college and is back home, so.\",\"timestamp\":\"00:27:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, nice.\",\"timestamp\":\"00:27:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's the best place to or worse.\",\"timestamp\":\"00:27:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:27:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"His mom is, his mom is happy.\",\"timestamp\":\"00:27:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"He's not happy.\",\"timestamp\":\"00:27:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I'm half happy.\",\"timestamp\":\"00:27:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:27:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I wish he, I want, I want him to be happy and then I would be happy.\",\"timestamp\":\"00:27:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If he was happy, I would be happy.\",\"timestamp\":\"00:27:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:27:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:27:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"He wants to be on his own and it's, I get that.\",\"timestamp\":\"00:27:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, especially at that age, you want to, you know, go be F on your own, but yeah, it is probably nice for you.\",\"timestamp\":\"00:27:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You and mom to have home.\",\"timestamp\":\"00:27:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I mean, even my kids are little and I'm like.\",\"timestamp\":\"00:27:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I want them to live with me until they're 35, even though I'll be kicking myself for that, but.\",\"timestamp\":\"00:28:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, but they're so cute and they love you and they're three.\",\"timestamp\":\"00:28:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I know.\",\"timestamp\":\"00:28:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They're the best.\",\"timestamp\":\"00:28:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I remember, think about it all the time.\",\"timestamp\":\"00:28:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"My wife and I talk about that all the time.\",\"timestamp\":\"00:28:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"How much the boys used to love us.\",\"timestamp\":\"00:28:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:28:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They still love us, but it's different.\",\"timestamp\":\"00:28:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, if even, yeah, like just trying to leave the house, my son will be like, no, don't go play trains with me.\",\"timestamp\":\"00:28:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I'm like, oh, my gosh, that's going to end eventually.\",\"timestamp\":\"00:28:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm sad, but soak it in while I can.\",\"timestamp\":\"00:28:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It just gets different.\",\"timestamp\":\"00:28:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:28:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They always need help.\",\"timestamp\":\"00:28:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think I'm still calling my dad for advice.\",\"timestamp\":\"00:28:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"timestamp\":\"00:28:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It never ends.\",\"timestamp\":\"00:28:41\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It never, ever ends.\",\"timestamp\":\"00:28:42\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's for sure.\",\"timestamp\":\"00:28:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"All right.\",\"timestamp\":\"00:28:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, I'll get to work on those few things.\",\"timestamp\":\"00:28:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll email you when they're done and then.\",\"timestamp\":\"00:28:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Go from there.\",\"timestamp\":\"00:28:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I appreciate it.\",\"timestamp\":\"00:28:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you so much.\",\"timestamp\":\"00:28:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Thanks.\",\"timestamp\":\"00:28:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"All right.\",\"timestamp\":\"00:28:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Bye.\",\"timestamp\":\"00:28:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, thanks.\",\"timestamp\":\"00:28:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"All right, bye.\",\"timestamp\":\"00:29:00\"}],\"transcript_language\":\"en\",\"url\":\"https:\/\/fathom.video\/calls\/747086103\"}"},"script":"Fathom | Incoming Log"}
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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 merge fields (e.g., First Name) in desktop; email Rebecca when done\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/747086103?timestamp=88.9999\",\"recording_timestamp\":\"00:01:28\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Investigate WebDirect form-gen lockups\/PDF failures from Asset Profile; email Rebecca when done\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/747086103?timestamp=829.9999\",\"recording_timestamp\":\"00:13:49\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Investigate Pending Business Contact field cursor bug; email Rebecca when done\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/747086103?timestamp=961.9999\",\"recording_timestamp\":\"00:16:01\",\"user_generated\":false},{\"assignee\":{\"email\":null,\"name\":\"Rebecca Voyzey\",\"team\":null},\"completed\":false,\"description\":\"Email Schwab Premier re: API\/transmission for form submissions\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/747086103?timestamp=1290.9999\",\"recording_timestamp\":\"00:21:30\",\"user_generated\":false},{\"assignee\":{\"email\":null,\"name\":\"Rebecca Voyzey\",\"team\":null},\"completed\":false,\"description\":\"Assign additional processor to test desktop; collect feedback\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/747086103?timestamp=1450.9999\",\"recording_timestamp\":\"00:24:10\",\"user_generated\":false},{\"assignee\":{\"email\":null,\"name\":\"Rebecca Voyzey\",\"team\":null},\"completed\":false,\"description\":\"Explore AssetMap integration; schedule follow-up w\/ Sean\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/747086103?timestamp=1572.9999\",\"recording_timestamp\":\"00:26:12\",\"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\":\"2026-07-14T20:29:27Z\",\"crm_matches\":null,\"default_summary\":{\"markdown_formatted\":\"## Meeting Purpose\\n\\n[Review the new FileMaker desktop app and identify critical bugs.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=53.0)\\n\\n## Key Takeaways\\n\\n  - [**Critical Bug:** The new desktop app\u2019s core function\u2014populating forms with contact data\u2014is broken. This blocks the processing team from testing the app.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=99.0)\\n  - [**Strategic Goal:** The desktop app is a full replacement for FileMaker Pro. The team's current form-filling workflow must be replicated in the new system.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=274.0)\\n  - [**Key Bugs Identified:** In addition to the merge field issue, a WebDirect form-generation freeze and a \\\"pending business\\\" contact field cursor bug were reported.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=840.0)\\n  - [**Future Vision:** The team wants to automate the Schwab form submission process, eliminating manual data entry into Schwab's \\\"envelopes.\\\" This requires Schwab's technical approval.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=1188.0)\\n\\n## Topics\\n\\n### Critical Bug: Broken Merge Fields\\n\\n  - [**Problem:** Merge fields (e.g., `First Name`) fail to populate contact data in the new desktop app, rendering its primary function unusable.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=99.0)\\n  - [**Impact:** This bug prevents the processing team from testing the app and replicating their current form-filling workflow.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=165.0)\\n\\n### Strategic Goal: Replicate Form-Filling Workflow\\n\\n  - [**Objective:** Replicate the team's current workflow, where a single click populates Schwab forms with client data, in the new desktop app.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=234.0)\\n  - [**Current Process:**](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=234.0)\\n    1.  [Navigate to a client's contact page in FileMaker Pro.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=234.0)\\n    2.  [Select \\\"Send to Autopop\\\" or \\\"Send to Firelight.\\\"](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=234.0)\\n    3.  [Choose a Schwab form \u2192 basic client data auto-populates.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=234.0)\\n  - [**Proposed Solution:** Sean will investigate adding a button to the desktop app that opens the current WebDirect form-filling interface, bridging the gap during the transition.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=459.0)\\n\\n### Other Identified Bugs\\n\\n  - [**WebDirect Form Generation Freeze:** Generating any form from the asset profile in WebDirect causes the application to lock up and require a restart.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=840.0)\\n  - [**Pending Business Cursor Bug:** In the \\\"pending business contact\\\" field, the cursor jumps to the second character while typing.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=972.0)\\n\\n### Future Vision: Automate Schwab Submissions\\n\\n  - [**Goal:** Automate the entire Schwab form submission process, from data population to client signature and final submission.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=1188.0)\\n  - [**Current Manual Process:**](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=1248.0)\\n    1.  [Fill forms in FileMaker.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=1248.0)\\n    2.  [Download the PDF.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=1248.0)\\n    3.  [Manually re-enter all data into Schwab's \\\"envelopes\\\" for client signature.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=1248.0)\\n  - [**Blocker:** This automation depends entirely on Schwab providing a technical integration or API. Rebecca will contact Schwab's Premier team to inquire about this possibility.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=1289.0)\\n\\n### Custom Merge Editor\\n\\n  - [**Purpose:** The editor creates custom JavaScript rules to transform data for form fields (e.g., converting a boolean `true` to the string `yes`).](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=540.0)\\n  - [**Functionality:** It also formats data to meet specific field requirements, such as adding dashes to phone numbers.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=721.0)\\n  - [**Note:** Pasting formatted text (e.g., blue font) into a field is a FileMaker display issue and does not affect the underlying data's integrity for calculations.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=750.0)\\n\\n## Next Steps\\n\\n  - [**Sean:**](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=1726.0)\\n      - [Fix the broken merge fields in the desktop app.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=120.0)\\n      - [Investigate and resolve the WebDirect form generation freeze.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=840.0)\\n      - [Fix the cursor bug in the \\\"pending business contact\\\" field.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=972.0)\\n      - [Notify Rebecca when fixes are complete.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=1726.0)\\n  - [**Rebecca:**](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=1461.0)\\n      - [Contact Schwab's Premier team to inquire about API access for automated form submission.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=1289.0)\\n      - [Gather user feedback from the processing team on the new desktop app.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=1461.0)\\n      - [Schedule a separate meeting to review the AssetMap integration.](https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6?tab=summary&timestamp=1560.0)\\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\/84428452648?pwd=OLdNID0b0DXhHquoafVcrC0i3gYkx8.1\",\"recorded_by\":{\"email\":\"etechnologies34@gmail.com\",\"email_domain\":\"gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"recording_end_time\":\"2026-07-14T20:29:21Z\",\"recording_id\":163742096,\"recording_start_time\":\"2026-07-14T20:00:15Z\",\"scheduled_end_time\":\"2026-07-14T21:00:00Z\",\"scheduled_start_time\":\"2026-07-14T20:00:00Z\",\"share_url\":\"https:\/\/fathom.video\/share\/7vch9v7L4Mik4pxtGBFN3ogqsSZz9Kh6\",\"shared_with\":\"no_teams\",\"title\":\"\ud83d\udc4b Hello, Lets talk about your FileMaker solution!  (Rebecca Voyzey)\",\"transcript\":[{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, thanks.\",\"timestamp\":\"00:00:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"How are you?\",\"timestamp\":\"00:00:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I can't complain.\",\"timestamp\":\"00:00:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, good.\",\"timestamp\":\"00:00:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Good, good.\",\"timestamp\":\"00:00:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Hopefully it's not too hot where you're at.\",\"timestamp\":\"00:00:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It just started raining, so it's actually nice.\",\"timestamp\":\"00:00:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's been hot.\",\"timestamp\":\"00:00:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, I shouldn't complain to you guys, but it's been hot for up here.\",\"timestamp\":\"00:00:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's been pretty, pretty warm.\",\"timestamp\":\"00:00:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I will say that for sure.\",\"timestamp\":\"00:00:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"If you don't mind, I'm going to record this so that I can come back to it.\",\"timestamp\":\"00:00:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I can send you a copy, too, if that's easier for you.\",\"timestamp\":\"00:00:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Sure.\",\"timestamp\":\"00:00:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Actually, you're welcome to record it on your end.\",\"timestamp\":\"00:00:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Now that works for me because it says post record to the cloud.\",\"timestamp\":\"00:00:42\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So, yeah, that's fine.\",\"timestamp\":\"00:00:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Let's just do that.\",\"timestamp\":\"00:00:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Awesome.\",\"timestamp\":\"00:00:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So, apologies, I'm a little late to the game with the whole desktop thing.\",\"timestamp\":\"00:00:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I just got\",\"timestamp\":\"00:00:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So from maternity leave.\",\"timestamp\":\"00:00:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'm just kind of coming in and I've been exploring it for the past week and I have a bunch of questions for you.\",\"timestamp\":\"00:01:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So forgive me if these are repetitive, but I was playing around in the desktop.\",\"timestamp\":\"00:01:13\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Hold on.\",\"timestamp\":\"00:01:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"me do this.\",\"timestamp\":\"00:01:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I noticed just kind of bringing myself up.\",\"timestamp\":\"00:01:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Let share.\",\"timestamp\":\"00:01:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:01:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So for instance, and what I'm used to in FileMaker is, you know, grabbing those merge fields and plugging them into the form so that they populate and correspond.\",\"timestamp\":\"00:01:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But I was noticing for this just right off the cuff, like first name here, I have pulled my contact, but it's not pulling my name.\",\"timestamp\":\"00:02:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Is that something that we're still working on since they're not correctly?\",\"timestamp\":\"00:02:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, that looks like it's broken.\",\"timestamp\":\"00:02:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll need to take a look at that.\",\"timestamp\":\"00:02:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:02:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I haven't looked at this in a while.\",\"timestamp\":\"00:02:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I turned this over a while ago.\",\"timestamp\":\"00:02:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just assumed it was working because nobody said anything.\",\"timestamp\":\"00:02:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They were probably waiting on me to come in and start trying to like, you know.\",\"timestamp\":\"00:02:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I was wondering why I hadn't heard much.\",\"timestamp\":\"00:02:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:02:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I heard a couple of things initially and then nothing.\",\"timestamp\":\"00:02:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:02:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:02:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Whatever is not working in here.\",\"timestamp\":\"00:02:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just let me know.\",\"timestamp\":\"00:02:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, that shouldn't, that should be in there.\",\"timestamp\":\"00:02:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:02:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because that's what I kind of, I wanted to start there so that I can work on getting forms in here so that they can be filled just as we're used to.\",\"timestamp\":\"00:02:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"in, in the you you\",\"timestamp\":\"00:02:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So that was the first thing.\",\"timestamp\":\"00:03:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So another question I have is, so after we would get that piece fixed, would we be able to start using the form filler to test forms?\",\"timestamp\":\"00:03:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And would those forms go all the way out to Schwab, or is it just to simply fill the forms at this point?\",\"timestamp\":\"00:03:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Is that kind of what we're starting with?\",\"timestamp\":\"00:03:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, there's not, I mean, in those third party apps, there's no way, they're not, we're kind of gaming the system.\",\"timestamp\":\"00:03:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's not, we don't have much control over that.\",\"timestamp\":\"00:03:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Plus, I don't know that you can fill them out in full.\",\"timestamp\":\"00:03:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, not in full, but you know, just how we do in.\",\"timestamp\":\"00:03:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"FileMaker Now, where we can send, we can go to the client's contact page and send to Autopop, send to Firelight, and we can also pull the forms for Schwab and have it populate all of their basic information.\",\"timestamp\":\"00:04:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So not everything.\",\"timestamp\":\"00:04:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm just trying to see if we can.\",\"timestamp\":\"00:04:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Wait, hold on.\",\"timestamp\":\"00:04:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That last thing you said, what kind of form are we talking about?\",\"timestamp\":\"00:04:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like a PDF?\",\"timestamp\":\"00:04:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yes, exactly.\",\"timestamp\":\"00:04:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, that should still work in the old system, but I mean, we could combine it into this.\",\"timestamp\":\"00:04:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The reason I did it this way is because we're doing, we want to do away with FileMaker Pro as a desktop app.\",\"timestamp\":\"00:04:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So this is a replacement for that.\",\"timestamp\":\"00:04:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:04:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Got it.\",\"timestamp\":\"00:04:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if there's something there's not, if there's a continuity that's not flowing, we can definitely.\",\"timestamp\":\"00:04:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Definitely alter the continuity, if that's what you're asking.\",\"timestamp\":\"00:04:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, because my team relies on that quite a bit, and I want to make sure we do the same thing here, and I can just kind of show you, let me bring up FileMaker Pro, just to show you what I've can do that in WebDirect, right?\",\"timestamp\":\"00:05:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes, yeah, hold on one second.\",\"timestamp\":\"00:05:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I've, yeah, put in all these...\",\"timestamp\":\"00:05:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I want to make sure that our processing team can still pull them and populate them with the contact's information.\",\"timestamp\":\"00:06:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So then how they open the form and it takes all of that client's information and populates it.\",\"timestamp\":\"00:06:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You know what I'm saying?\",\"timestamp\":\"00:06:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, you could have done that in the desktop still, in the app you were in.\",\"timestamp\":\"00:06:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, really?\",\"timestamp\":\"00:06:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Mm-hmm.\",\"timestamp\":\"00:06:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Can you show me how?\",\"timestamp\":\"00:06:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You just need to click on that first tab that says WebDirect.\",\"timestamp\":\"00:06:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:06:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So you mean we would do it the same\",\"timestamp\":\"00:06:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:07:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Got it.\",\"timestamp\":\"00:07:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Send and then find a form.\",\"timestamp\":\"00:07:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So, okay.\",\"timestamp\":\"00:07:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So the forms that I've put in here already will not change.\",\"timestamp\":\"00:07:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They'll just stay the same.\",\"timestamp\":\"00:07:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, I'm not saying they won't change, but I mean, we're transitioning.\",\"timestamp\":\"00:07:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Right.\",\"timestamp\":\"00:07:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So it's, this is the old system and we'll slowly transition away from this, honestly, mostly away from this.\",\"timestamp\":\"00:07:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It'll take time.\",\"timestamp\":\"00:07:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But, you know, like this, you can't do this in WebDirect.\",\"timestamp\":\"00:07:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can't do these in WebDirect.\",\"timestamp\":\"00:07:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I probably should just hide these.\",\"timestamp\":\"00:07:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Actually, I could probably just have it open this in WebDirect from WebDirect and that probably is what you're, what you'd be after.\",\"timestamp\":\"00:07:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:07:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, because it was more understanding, like right here is where we would put all the forms.\",\"timestamp\":\"00:08:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:08:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:08:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But this is for, well, potentially we could do that, but I hadn't, and that is a good idea, but, you know, it's not, that's not how it's working as of yet.\",\"timestamp\":\"00:08:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:08:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But that is something we can do eventually, especially because we're moving away from WebDirect.\",\"timestamp\":\"00:08:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We're moving away from FileMaker, yes, as a system platform.\",\"timestamp\":\"00:08:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:08:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Awesome.\",\"timestamp\":\"00:08:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:08:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, so, okay, so that being said, with the desktop, can you walk me through, like, how does the custom merge editor work?\",\"timestamp\":\"00:09:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Which part?\",\"timestamp\":\"00:09:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know what you mean by custom merge editor.\",\"timestamp\":\"00:09:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You're about this?\",\"timestamp\":\"00:09:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes, that right there.\",\"timestamp\":\"00:09:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So when we say add custom merge, what is that for?\",\"timestamp\":\"00:09:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you don't have a field in here that you need, and you have some data, but you need it to be different, then you can say, like, if you needed this to, you know, if you needed this to be yes instead of true, then you can make a new field for that and call it is.\",\"timestamp\":\"00:09:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Custom, active, true, maybe you could take this out really however you want, I don't really care, but so you just call this a custom rule, it's not, so here you're going to put your rule, you're going to define your rule, right?\",\"timestamp\":\"00:10:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, okay.\",\"timestamp\":\"00:10:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Rules, true.\",\"timestamp\":\"00:10:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then you run this, and this will create a JavaScript function, essentially, that'll convert that for you.\",\"timestamp\":\"00:11:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then you just want to confirm that, you know, it kind of understood what you're saying.\",\"timestamp\":\"00:11:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then you should also be able to validate that when you load your, yeah, true, I thought you had, oh yeah, it does.\",\"timestamp\":\"00:11:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's just over here to the right.\",\"timestamp\":\"00:11:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you can see based on your client that this is true or yes.\",\"timestamp\":\"00:11:43\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, got it.\",\"timestamp\":\"00:11:50\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I already gave you an example, I already put a couple examples in here like this.\",\"timestamp\":\"00:11:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:11:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because I think in our FileMaker system, the phone is formatted as that.\",\"timestamp\":\"00:12:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if the end, if your form field is expecting that, you need to fix it.\",\"timestamp\":\"00:12:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because everything needs to be formatted the same, right?\",\"timestamp\":\"00:12:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Like just, like for instance, I was actually going through a processor's pending business yesterday and I saw that she copied and pasted an account number.\",\"timestamp\":\"00:12:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And it was blue and a different font.\",\"timestamp\":\"00:12:40\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Does that kind of mess up the asset profile when it's trying to cancel out accounts?\",\"timestamp\":\"00:12:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Does everything kind of need to be like to like and the same, like with the dashes and the font and everything?\",\"timestamp\":\"00:12:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, not necessarily, other than it doesn't look right, but I mean, it doesn't, the font doesn't really affect anything.\",\"timestamp\":\"00:13:02\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, so it'll still read it the same?\",\"timestamp\":\"00:13:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:13:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:13:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, if you can all, if you do paste something, and this is just like kind of a FileMaker problem, but when you paste something that's formatted in a FileMaker, you know, it'll, it'll carry over the formatting of that.\",\"timestamp\":\"00:13:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:13:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:13:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's, it's.\",\"timestamp\":\"00:13:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"there's ways to remove that, but it's not an easy thing.\",\"timestamp\":\"00:13:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"have to actually go into the field or go into the system settings and remove it.\",\"timestamp\":\"00:13:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:13:41\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:13:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:13:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"then.\",\"timestamp\":\"00:13:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:13:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I wanted to talk to.\",\"timestamp\":\"00:13:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So one of the things that one of my processors that I'm sure you, I don't know if you've met her, Sydney, is kind of doing testing in this and working in it.\",\"timestamp\":\"00:14:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And she said that WebDirect locks up and requires a restart when generating a form from the asset profile.\",\"timestamp\":\"00:14:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Which form?\",\"timestamp\":\"00:14:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Just do any form and maybe, yeah.\",\"timestamp\":\"00:14:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You're talking about this, right?\",\"timestamp\":\"00:14:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, I think she means, so if you do...\",\"timestamp\":\"00:14:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, that isn't working.\",\"timestamp\":\"00:15:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's not giving me the PDF.\",\"timestamp\":\"00:15:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:15:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"If you go into the details, so the little magnifying glass of that Charles Schwab account.\",\"timestamp\":\"00:15:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Sorry, I mean the one by Mary Singleton's name.\",\"timestamp\":\"00:15:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:15:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So when you send the send button at the bottom, that's how that's how we do the forms that I keep talking about like these.\",\"timestamp\":\"00:15:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"She says that it keeps locking up.\",\"timestamp\":\"00:15:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I want to make sure it's just it's not just her because that's that's one of the number one things that our processors would need to work out of here effectively.\",\"timestamp\":\"00:15:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:15:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll have a look.\",\"timestamp\":\"00:15:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I wasn't aware.\",\"timestamp\":\"00:15:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm redoing that anyways, but I can take a look at that and see why it's hung out.\",\"timestamp\":\"00:16:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, thank you.\",\"timestamp\":\"00:16:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, she also said there's a cursor bug in the pending business contact field where it jumps to the second character while typing.\",\"timestamp\":\"00:16:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Cursor bug?\",\"timestamp\":\"00:16:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"In what?\",\"timestamp\":\"00:16:43\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"The pending business contact field.\",\"timestamp\":\"00:16:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"This maybe?\",\"timestamp\":\"00:17:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, where the second it jumps letters, like see how it did that and then it went back to the left.\",\"timestamp\":\"00:17:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay, that's all.\",\"timestamp\":\"00:17:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay, cool.\",\"timestamp\":\"00:17:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, and then you kind of already answered my last question.\",\"timestamp\":\"00:17:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Just I wanted to see if we could submit to Schwab through here, but we'd probably have to work with Schwab somehow and that.\",\"timestamp\":\"00:17:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I have a feeling that that's not going to be a thing, probably just the forms.\",\"timestamp\":\"00:18:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"When you say submit to Schwab, I'm here.\",\"timestamp\":\"00:18:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, like exactly how Autopop, when you would finish it here in FileMaker, it gets processed through.\",\"timestamp\":\"00:18:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I wanted to see if there's a way that we could work on Schwab forms and get it sent to Schwab, but I have a feeling that's a bigger.\",\"timestamp\":\"00:18:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"What do they look like?\",\"timestamp\":\"00:18:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Any of those forms that we just did in that asset profile, when you went to her name and there was the list of forms.\",\"timestamp\":\"00:18:32\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"This?\",\"timestamp\":\"00:18:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Nope, sorry.\",\"timestamp\":\"00:18:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Go back to WebDirect and...\",\"timestamp\":\"00:18:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You're talking about this?\",\"timestamp\":\"00:18:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"...with anybody.\",\"timestamp\":\"00:18:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, the Merge and Templates.\",\"timestamp\":\"00:18:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"All of these forms where we can just automatically fill them out and save them.\",\"timestamp\":\"00:19:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I just want to, I, well, I am changing the, this integration so that it, this is getting changed.\",\"timestamp\":\"00:19:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm finishing up.\",\"timestamp\":\"00:19:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"This is going to be directly tied to the asset more than it is now.\",\"timestamp\":\"00:19:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:19:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I would say that any form you already have tied to the asset, so you just.\",\"timestamp\":\"00:19:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Can you say that one more time, an advisor was calling me.\",\"timestamp\":\"00:19:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:19:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm just thinking about what you're saying.\",\"timestamp\":\"00:19:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I, it sounds like you're just saying you need to be able to attach the temp, the temp to here, right?\",\"timestamp\":\"00:19:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is that.\",\"timestamp\":\"00:19:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:19:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Then also would there ever be a way for once they fill out those forms, if they have all the information to get it.\",\"timestamp\":\"00:19:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You know, sent to the client to then send it.\",\"timestamp\":\"00:20:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't know.\",\"timestamp\":\"00:20:02\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm just thinking bigger.\",\"timestamp\":\"00:20:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I think that we have to take baby steps to that.\",\"timestamp\":\"00:20:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"How do you do it now?\",\"timestamp\":\"00:20:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Don't you need signatures and things like that?\",\"timestamp\":\"00:20:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:20:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's why I was thinking, you know, it could get sent to the client instead of us having to download it and then, you know, put it where we need to put it.\",\"timestamp\":\"00:20:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, you just need to tell me what the workflow is and we can do that.\",\"timestamp\":\"00:20:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:20:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Doesn't Schwab use DocuSign for approvals?\",\"timestamp\":\"00:20:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So we use, we call them envelopes, which is just digital.\",\"timestamp\":\"00:20:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:20:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:20:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"We use the envelopes.\",\"timestamp\":\"00:20:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Sometimes people want to do DocuSign because they trust it more.\",\"timestamp\":\"00:20:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Some people want to do wet signatures.\",\"timestamp\":\"00:20:40\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So there's various ways to do it, but most people do it through the envelope.\",\"timestamp\":\"00:20:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So what are you doing?\",\"timestamp\":\"00:20:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you're, when you're doing it now, you're, are you putting it in DocuSign or putting it in Schwab's?\",\"timestamp\":\"00:20:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because I thought.\",\"timestamp\":\"00:20:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"From what I recall, because I have a Schwab account and a financial advisor, I think that they sent me a DocuSign through Schwab, no, but I don't know how they did it because I didn't ask, but.\",\"timestamp\":\"00:21:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:21:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So basically what we do is we look at all the information here and plug it ourselves into the Schwab envelope.\",\"timestamp\":\"00:21:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So typing it out.\",\"timestamp\":\"00:21:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm trying to kind of eliminate that piece where it would just.\",\"timestamp\":\"00:21:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We could probably have it, you know, like we do now with the form over here, but I don't think that Schwab's going to give you.\",\"timestamp\":\"00:21:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Access.\",\"timestamp\":\"00:21:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"To let us send it to them.\",\"timestamp\":\"00:21:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They might, you can ask.\",\"timestamp\":\"00:21:41\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:21:42\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm going to ask them because yeah, I figured it.\",\"timestamp\":\"00:21:43\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I think it.\",\"timestamp\":\"00:21:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We're not asking.\",\"timestamp\":\"00:21:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You're not.\",\"timestamp\":\"00:21:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know that they might not just because, you know, those financial companies are really locked down.\",\"timestamp\":\"00:21:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:21:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But they might have a way to transmit, at least transmit.\",\"timestamp\":\"00:21:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know.\",\"timestamp\":\"00:22:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, they used to send it from Autopop.\",\"timestamp\":\"00:22:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So when we would type out all the client's information in Autopop and then send it through to be processed, there was an option to send it to Schwab where they would capture all that information.\",\"timestamp\":\"00:22:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I wonder if they would be open to doing something like that again.\",\"timestamp\":\"00:22:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't know.\",\"timestamp\":\"00:22:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But they stopped doing that.\",\"timestamp\":\"00:22:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"There's got to be a reason.\",\"timestamp\":\"00:22:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But okay.\",\"timestamp\":\"00:22:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But if they can be able to do it right on our end.\",\"timestamp\":\"00:22:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, absolutely.\",\"timestamp\":\"00:22:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We just, it has to be something that they allow.\",\"timestamp\":\"00:22:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:22:41\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"There's nothing, there's nothing preventing us from doing it other than not allowing it.\",\"timestamp\":\"00:22:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And obviously, if we can fill forms, which, in all honesty, I didn't read their EULA, but sometimes that does violate.\",\"timestamp\":\"00:22:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:22:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:22:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Use agreements, so you don't necessarily want to tell them that we're doing that, but we can, you know, we can do what we did there with any, I mean, I can put any website up there, it's just, we have, they all behave different, so it's all, you know, it all depends on, we can put any website we want up here, I could give you the ability to add your own, if you wanted.\",\"timestamp\":\"00:23:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:23:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, let me talk to the Premier team.\",\"timestamp\":\"00:23:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And keep in mind, I don't, I'm, I don't use this all the time, so I'm trying to give you the features that you need to get this accomplished, and keep in mind my mind works more differently than most people's too, so if it doesn't make sense to you or your team, I can change it.\",\"timestamp\":\"00:23:32\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, well that's why I want to get it.\",\"timestamp\":\"00:23:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"try to think like a normal user, but I don't do your job every day, so I don't know, you know, I'm making assumptions.\",\"timestamp\":\"00:23:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"about point.\",\"timestamp\":\"00:23:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"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\":\"Okay.\",\"timestamp\":\"00:23:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if it's not working or something isn't, you know, obviously some things are clearly broken, but.\",\"timestamp\":\"00:24:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:24:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because I think getting those, the values to match.\",\"timestamp\":\"00:24:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And like some of these things, I don't even know why they're in here.\",\"timestamp\":\"00:24:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I thought I removed, like, you guys will never use this stuff.\",\"timestamp\":\"00:24:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:24:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So.\",\"timestamp\":\"00:24:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:24:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't want it to confuse them, but yeah, I'm, well, we're having one of our assistant processors in here already.\",\"timestamp\":\"00:24:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then I'm going to have somebody else play around in this as well so that I can get more of a, because I even myself, I don't do processing on the daily.\",\"timestamp\":\"00:24:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm, you know, just in charge of their processing on the daily, but they are in there every day.\",\"timestamp\":\"00:24:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'll get a lot of feedback from them once I get people in here looking at this on what they need or what doesn't make sense to them.\",\"timestamp\":\"00:24:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it makes sense to me, but also I'm used to this.\",\"timestamp\":\"00:24:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:24:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because I'm putting forms into FileMaker and using, you know, the token and the value, and I think that's going to be half the battle.\",\"timestamp\":\"00:25:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, cool.\",\"timestamp\":\"00:25:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, that's all I had for you.\",\"timestamp\":\"00:25:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I think, yeah, biggest things for me is just having those merge fields match, and then I can play around in it a little bit more with the PDFs that we would want to put in there.\",\"timestamp\":\"00:25:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So that we can at least do everything that we do now in WebDirect in here for processing.\",\"timestamp\":\"00:25:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's kind of my first goal.\",\"timestamp\":\"00:25:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"We can have some bigger dreams, I guess, for processing.\",\"timestamp\":\"00:25:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, well, I'm making some big changes depending business, and I want that to flow into that thing we started with opportunities.\",\"timestamp\":\"00:25:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I know it's been a while since we talked about that, and I don't think we've made any progress on that, but I'd like that all to flow together.\",\"timestamp\":\"00:25:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Certainly.\",\"timestamp\":\"00:25:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Certainly.\",\"timestamp\":\"00:25:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:25:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Definitely.\",\"timestamp\":\"00:25:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Definitely.\",\"timestamp\":\"00:25:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"As well as, I mean, AssetMap also is at the top of my list.\",\"timestamp\":\"00:26:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That would be amazing if we can get that going, because the advisors are still just circling.\",\"timestamp\":\"00:26:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So it's in there.\",\"timestamp\":\"00:26:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I know it's in there.\",\"timestamp\":\"00:26:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know how far we, nobody, I didn't really get much feedback on that again.\",\"timestamp\":\"00:26:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I wasn't, I was pretty sure nobody was using it, but.\",\"timestamp\":\"00:26:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, we're not, because we just kind of went to a standstill and then I had a baby.\",\"timestamp\":\"00:26:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'm going to, I'm going to go in there and play around with it more.\",\"timestamp\":\"00:26:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then I'll just ask you for another separate meeting on that, because I'd like to work on that too, if we can, if you have time.\",\"timestamp\":\"00:26:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, time is always the thing, right?\",\"timestamp\":\"00:26:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Especially.\",\"timestamp\":\"00:26:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:26:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't want to ask you too many things and I don't know what you and Stuart are working on, but for me it's, I mean, it's always, we have, we'll make time.\",\"timestamp\":\"00:26:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:26:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We'll get it done.\",\"timestamp\":\"00:26:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I appreciate that.\",\"timestamp\":\"00:26:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Congratulations.\",\"timestamp\":\"00:26:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"have a boy or girl.\",\"timestamp\":\"00:26:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Thank you.\",\"timestamp\":\"00:26:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I had a little girl.\",\"timestamp\":\"00:26:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Awesome.\",\"timestamp\":\"00:26:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I already have a, I have a three-year-old boy.\",\"timestamp\":\"00:26:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then.\",\"timestamp\":\"00:26:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"She was a complete surprise.\",\"timestamp\":\"00:27:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"My husband wanted to be surprised.\",\"timestamp\":\"00:27:02\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I was convinced she was a boy and she's a girl.\",\"timestamp\":\"00:27:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"We're so excited.\",\"timestamp\":\"00:27:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's fun.\",\"timestamp\":\"00:27:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Do you have kids, right?\",\"timestamp\":\"00:27:09\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I have two.\",\"timestamp\":\"00:27:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, have two boys, but they're old.\",\"timestamp\":\"00:27:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, not old, old, but they're 19 and 21 or 19 and 22.\",\"timestamp\":\"00:27:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:27:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, not, not babies anymore, but kind of still babies.\",\"timestamp\":\"00:27:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, they're all, they're all here again.\",\"timestamp\":\"00:27:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"My one just finished college and is back home, so.\",\"timestamp\":\"00:27:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, nice.\",\"timestamp\":\"00:27:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's the best place to or worse.\",\"timestamp\":\"00:27:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:27:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"His mom is, his mom is happy.\",\"timestamp\":\"00:27:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"He's not happy.\",\"timestamp\":\"00:27:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I'm half happy.\",\"timestamp\":\"00:27:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:27:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I wish he, I want, I want him to be happy and then I would be happy.\",\"timestamp\":\"00:27:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If he was happy, I would be happy.\",\"timestamp\":\"00:27:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:27:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:27:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"He wants to be on his own and it's, I get that.\",\"timestamp\":\"00:27:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, especially at that age, you want to, you know, go be F on your own, but yeah, it is probably nice for you.\",\"timestamp\":\"00:27:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You and mom to have home.\",\"timestamp\":\"00:27:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I mean, even my kids are little and I'm like.\",\"timestamp\":\"00:27:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I want them to live with me until they're 35, even though I'll be kicking myself for that, but.\",\"timestamp\":\"00:28:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, but they're so cute and they love you and they're three.\",\"timestamp\":\"00:28:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I know.\",\"timestamp\":\"00:28:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They're the best.\",\"timestamp\":\"00:28:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I remember, think about it all the time.\",\"timestamp\":\"00:28:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"My wife and I talk about that all the time.\",\"timestamp\":\"00:28:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"How much the boys used to love us.\",\"timestamp\":\"00:28:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:28:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They still love us, but it's different.\",\"timestamp\":\"00:28:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, if even, yeah, like just trying to leave the house, my son will be like, no, don't go play trains with me.\",\"timestamp\":\"00:28:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I'm like, oh, my gosh, that's going to end eventually.\",\"timestamp\":\"00:28:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm sad, but soak it in while I can.\",\"timestamp\":\"00:28:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It just gets different.\",\"timestamp\":\"00:28:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:28:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They always need help.\",\"timestamp\":\"00:28:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think I'm still calling my dad for advice.\",\"timestamp\":\"00:28:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"timestamp\":\"00:28:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It never ends.\",\"timestamp\":\"00:28:41\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It never, ever ends.\",\"timestamp\":\"00:28:42\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's for sure.\",\"timestamp\":\"00:28:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"All right.\",\"timestamp\":\"00:28:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, I'll get to work on those few things.\",\"timestamp\":\"00:28:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll email you when they're done and then.\",\"timestamp\":\"00:28:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Go from there.\",\"timestamp\":\"00:28:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I appreciate it.\",\"timestamp\":\"00:28:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you so much.\",\"timestamp\":\"00:28:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Thanks.\",\"timestamp\":\"00:28:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"All right.\",\"timestamp\":\"00:28:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Bye.\",\"timestamp\":\"00:28:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, thanks.\",\"timestamp\":\"00:28:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"All right, bye.\",\"timestamp\":\"00:29:00\"}],\"transcript_language\":\"en\",\"url\":\"https:\/\/fathom.video\/calls\/747086103\"}"},"script":"Fathom | Incoming Log"}
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