URL: https://dev1.gofmhost.com/fmi/data/v1/databases/theboss/layouts/web__fathomLog/records
token:d4be873d58d9d43e51c7ba23abae8db381ee311e9360187173f4
Post Fields: {"fieldData":{"json_Received":"{\"action_items\":[{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Add multi-pool support to Calendly integration; then Scottsdale Seminar Initial Consultation RR appears\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/650659168?timestamp=423.9999\",\"recording_timestamp\":\"00:07:03\",\"user_generated\":false},{\"assignee\":{\"email\":null,\"name\":\"Willow Hintz | Asset Preservation\",\"team\":null},\"completed\":false,\"description\":\"Email Sean re: Calendly RR list size; request UI resize\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/650659168?timestamp=473.9999\",\"recording_timestamp\":\"00:07:53\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Investigate daily expense repetitions linked to monthly digital campaigns; advise Willow\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/650659168?timestamp=649.9999\",\"recording_timestamp\":\"00:10:49\",\"user_generated\":false},{\"assignee\":{\"email\":null,\"name\":\"Willow Hintz | Asset Preservation\",\"team\":null},\"completed\":false,\"description\":\"Add Asana request: track time from Typeform receipt to Opportunity creation\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/650659168?timestamp=856.9999\",\"recording_timestamp\":\"00:14:16\",\"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\":\"2026-04-24T18:17:47Z\",\"crm_matches\":null,\"default_summary\":{\"markdown_formatted\":\"## Meeting Purpose\\n\\n[Review FileMaker issues and feature requests.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=44.0)\\n\\n## Key Takeaways\\n\\n  - [The \\\"Scottsdale Seminar\\\" event is broken because Calendly's API reports it as `multi-pool`, not `round-robin`, which breaks FileMaker's logic.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=349.0)\\n  - [A bug is creating daily expense repetitions from monthly templates, causing data clutter and confusion.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=660.0)\\n  - [High-priority updates are needed for evaluation sheets (new grid layout) and Calendly UI (larger round-robin list).](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=546.0)\\n  - [Feature requests include filtering opportunities by \\\"not interested\\\" reasons and tracking lead-to-opportunity conversion time.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=781.0)\\n\\n## Topics\\n\\n### Calendly Integration Issues\\n\\n  - [**Broken Event:** The \\\"Scottsdale Seminar - Initial Consultation, RR\\\" event is unusable.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=170.0)\\n      - [**Cause:** Calendly's API reports its `pooling_type` as `multi-pool`, while FileMaker's logic expects `round-robin`.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=349.0)\\n      - [**Impact:** The event is not recognized, preventing users from scheduling it.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=259.0)\\n      - [**Resolution:** Sean will update FileMaker to handle the `multi-pool` type.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=422.0)\\n  - [**UI Improvement:** The round-robin selection list in the Calendly scheduling pop-up is too small, especially for the long Arizona list.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=484.0)\\n      - [**Request:** Increase the size of the selection area for better usability.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=484.0)\\n\\n### Expense Repetition Bug\\n\\n  - [**Problem:** Monthly expense templates are incorrectly generating daily repetitions.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=660.0)\\n      - [**Example:** A monthly \\\"digital campaigns\\\" expense (created in Dec) began spawning daily copies \\\\~2 weeks ago.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=709.0)\\n      - [**Impact:** Clutters the system with redundant data.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=660.0)\\n      - [**Note:** The daily copies correctly link to the original monthly expense.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=709.0)\\n\\n### Evaluation Sheet Updates\\n\\n  - [**Request:** Update evaluation sheet templates in FileMaker.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=546.0)\\n      - [**Rationale:** Incorporate feedback from recent events.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=546.0)\\n      - [**Key Change:** A new grid was added for more precise scheduling options.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=631.0)\\n      - [**Status:** New templates are uploaded to Asana (high priority).](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=546.0)\\n      - [**Note:** Branding colors are pulled from FileMaker preferences, not the template itself.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=586.0)\\n\\n### Feature Requests\\n\\n  - [**Opportunities Filtering:** Add a filter for \\\"not interested\\\" reasons.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=781.0)\\n      - [**Goal:** Enable deeper auditing of lost leads.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=781.0)\\n      - [**Status:** Request is in Asana.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=781.0)\\n  - [**Appointment Center Lock:** Implement a lock feature.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=847.0)\\n      - [**Function:** Prevent users from accessing the appointment center without admin approval.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=847.0)\\n      - [**Status:** Request is in Asana.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=781.0)\\n  - [**Lead-to-Opportunity Timer:** Track the time from Typeform lead arrival to opportunity creation.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=867.0)\\n      - [**Goal:** Measure lead conversion speed.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=867.0)\\n      - [**Status:** New request; Willow will create an Asana task.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=867.0)\\n\\n## Next Steps\\n\\n  - [**Sean:**](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=422.0)\\n      - [Update FileMaker to recognize Calendly's `multi-pool` event type.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=422.0)\\n      - [Investigate and fix the daily expense repetition bug.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=660.0)\\n      - [Implement the new evaluation sheet templates from Asana.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=546.0)\\n      - [Increase the size of the round-robin selection list in the Calendly UI.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=484.0)\\n      - [Review the \\\"not interested\\\" filter and appointment center lock requests in Asana.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=781.0)\\n  - [**Willow:**](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=867.0)\\n      - [Create an Asana task for the lead-to-opportunity timer feature request.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=867.0)\\n\",\"template_name\":\"Enhanced\"},\"meeting_title\":\"\ud83d\udc4b Hello, Lets talk about your FileMaker solution! (Willow Hintz)\",\"recorded_by\":{\"email\":\"etechnologies34@gmail.com\",\"email_domain\":\"gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"recording_end_time\":\"2026-04-24T18:17:42Z\",\"recording_id\":140989952,\"recording_start_time\":\"2026-04-24T18:01:11Z\",\"scheduled_end_time\":\"2026-04-24T18:59:33Z\",\"scheduled_start_time\":\"2026-04-24T17:59:33Z\",\"share_url\":\"https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d\",\"title\":\"\ud83d\udc4b Hello, Lets talk about your FileMaker solution! (Willow Hintz)\",\"transcript\":[{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hello?\",\"timestamp\":\"00:00:21\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Sorry, I didn't realize you were there.\",\"timestamp\":\"00:00:23\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, how's it going?\",\"timestamp\":\"00:00:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm doing good, are you?\",\"timestamp\":\"00:00:31\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Pretty good.\",\"timestamp\":\"00:00:33\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm just gonna pull up one of the, so I could show you what I was talking about.\",\"timestamp\":\"00:00:36\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"I had a little list in there, but one of the main things I wanted to try to figure out was like the Calendly and like Round Robin option.\",\"timestamp\":\"00:00:44\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"I know we were emailing about it a little while ago, but I wasn't sure if you understood what I was saying.\",\"timestamp\":\"00:01:00\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Probably not.\",\"timestamp\":\"00:01:11\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'll just share.\",\"timestamp\":\"00:01:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, the problem with the round robins is that they're assigned to multiple people.\",\"timestamp\":\"00:01:17\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"I know.\",\"timestamp\":\"00:01:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I don't know how to do away with that.\",\"timestamp\":\"00:01:23\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"No, and that's totally fine.\",\"timestamp\":\"00:01:26\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Like, I understand why we have it that way.\",\"timestamp\":\"00:01:28\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"So that way it doesn't have duplicates.\",\"timestamp\":\"00:01:30\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"I think that issue, I just, I don't think there's a way for me to select who the round robin is, like, attached to as the default person.\",\"timestamp\":\"00:01:33\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"So for, like, some of them are still attached to deactivated people.\",\"timestamp\":\"00:01:44\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"So, like, they still show in that long list in the calendar and preferences, which isn't a huge deal because they still.\",\"timestamp\":\"00:01:50\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"For example, the seminar round robin for Scottsdale isn't attached to Jeff or Eric, so it doesn't populate as an option.\",\"timestamp\":\"00:01:59\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"They're the two main ones that it would be attached to.\",\"timestamp\":\"00:02:11\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Is there a way to make that admin editable to select who they're attached to, if that makes sense?\",\"timestamp\":\"00:02:15\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't know what other terminology, yes, like to be able to check the round robins and select who is linked to it so we can make sure they all show.\",\"timestamp\":\"00:02:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, what is the name of one of them?\",\"timestamp\":\"00:02:50\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"So the one specifically I know we have not been able to use is Scottsdale Seminar.\",\"timestamp\":\"00:02:53\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Robin?\",\"timestamp\":\"00:03:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's the full name?\",\"timestamp\":\"00:03:20\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Scottsdale, it's Scottsdale Seminar Initial Consultation, I believe.\",\"timestamp\":\"00:03:24\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Let me find it.\",\"timestamp\":\"00:03:33\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's Scottsdale Seminar Dash Initial Consultation, RR, I think.\",\"timestamp\":\"00:03:35\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"It kind of cuts it off in here.\",\"timestamp\":\"00:03:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It doesn't see that as a round robin.\",\"timestamp\":\"00:04:19\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Interesting.\",\"timestamp\":\"00:04:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If that's the one you're talking about.\",\"timestamp\":\"00:04:26\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, and I believe only Eric and Jeff are the ones that are assigned to that.\",\"timestamp\":\"00:04:28\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Is there any other round robins that weren't, I think that was the only one that doesn't populate?\",\"timestamp\":\"00:05:02\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:05:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Do you think that maybe you originally put it in as not a round robin and changed it later?\",\"timestamp\":\"00:05:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No.\",\"timestamp\":\"00:05:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's not indicating that it's a round-robin in here.\",\"timestamp\":\"00:06:00\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Interesting.\",\"timestamp\":\"00:06:05\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, because when you create round-robin event types, it's in like a different section in Calendly.\",\"timestamp\":\"00:06:05\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"So you can't like change it.\",\"timestamp\":\"00:06:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Pooling type equals multi-pool, not round-robin in this.\",\"timestamp\":\"00:06:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm not looking for multi-pool.\",\"timestamp\":\"00:06:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know what that is.\",\"timestamp\":\"00:06:31\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't know.\",\"timestamp\":\"00:06:34\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"I mean, it's, yeah, it's only been.\",\"timestamp\":\"00:06:35\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, that's why it's not showing up, because we're looking for round-robin, and this says multi-pool.\",\"timestamp\":\"00:06:37\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Weird.\",\"timestamp\":\"00:06:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The other ones say round-robin, but this says multi-pool.\",\"timestamp\":\"00:06:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That is very strange.\",\"timestamp\":\"00:06:50\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, this one wasn't changed.\",\"timestamp\":\"00:06:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, I'm telling you that's the reason why.\",\"timestamp\":\"00:07:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It has nothing to do with any change.\",\"timestamp\":\"00:07:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's that your other ones say round robin, and this says multi-pool, which we don't have a rule for that.\",\"timestamp\":\"00:07:05\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Got it.\",\"timestamp\":\"00:07:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you're saying that you need to add multi-pool to this?\",\"timestamp\":\"00:07:14\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, so weird.\",\"timestamp\":\"00:07:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, it's obviously a setting in Calendly.\",\"timestamp\":\"00:07:27\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, was looking to see if anything looked different, but because it says round, like as the event type, it says like round robin.\",\"timestamp\":\"00:07:29\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's super weird.\",\"timestamp\":\"00:07:45\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"What is it that says?\",\"timestamp\":\"00:07:46\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Multi-pool?\",\"timestamp\":\"00:07:55\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, I mean, I guess it's just different verbiage for the same thing, but it's like...\",\"timestamp\":\"00:07:56\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Literally the same exact one, so it's weird.\",\"timestamp\":\"00:08:00\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"And I wasn't sure if it is possible, but, or if it's a future thing, because I know you're doing a lot for Stuart right now, but in the pop-up where we go to schedule with Calendly, for the section where Round Robin is, it's pretty small, and especially in Arizona, the list is fairly long.\",\"timestamp\":\"00:08:04\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"I wasn't sure if we could just make that bottom section where the Round Robins live a little bit bigger, just so it's easier to see.\",\"timestamp\":\"00:08:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay, just send me in.\",\"timestamp\":\"00:08:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:09:00\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Let me see.\",\"timestamp\":\"00:09:02\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, yes.\",\"timestamp\":\"00:09:06\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"I know you had gone in and updated the evaluation sheets, the templates.\",\"timestamp\":\"00:09:06\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"After we did a few events, there were some feedback, so we made some additional changes.\",\"timestamp\":\"00:09:13\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"I did upload the new ones into Asana.\",\"timestamp\":\"00:09:18\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Those ones are just high priority because we have been doing events, so we need the new one inputted.\",\"timestamp\":\"00:09:22\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"They're a little different just from color schematics for the two different brands for alpha or asset.\",\"timestamp\":\"00:09:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm sorry, I didn't hear all of that.\",\"timestamp\":\"00:09:43\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"That's okay.\",\"timestamp\":\"00:09:45\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"There's just one for alpha because the color is to go with the branding for alpha, and then the one for asset is just so if you are able to do...\",\"timestamp\":\"00:09:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I thought I already put a different line in there for that.\",\"timestamp\":\"00:10:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm not using your diagram.\",\"timestamp\":\"00:10:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm using the color from the preferences.\",\"timestamp\":\"00:10:13\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, cool.\",\"timestamp\":\"00:10:18\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"I guess I'm not in theirs as much, so I didn't know.\",\"timestamp\":\"00:10:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think it's always been like that.\",\"timestamp\":\"00:10:26\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Is it?\",\"timestamp\":\"00:10:28\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"As far as I recall.\",\"timestamp\":\"00:10:29\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"But that's okay.\",\"timestamp\":\"00:10:30\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"As long as it's just the, we added like a grid in there for account a little bit more precise scheduling options.\",\"timestamp\":\"00:10:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:10:44\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"So the, what else did I, I put some stuff on there.\",\"timestamp\":\"00:10:47\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:10:55\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Um, I think I sent an e\",\"timestamp\":\"00:10:56\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Email about it, but we are still seeing a bunch of repetitions, and now they're getting created almost daily from monthly repetitions, and they're even attaching to the original monthly repetition, but they're going every single day, especially for, like, digital.\",\"timestamp\":\"00:11:00\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"I can bring up an example.\",\"timestamp\":\"00:11:26\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"We left them in there just so I could show you.\",\"timestamp\":\"00:11:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Did you look at the expense, the related expense, and what does it say?\",\"timestamp\":\"00:11:49\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"So that's where it's showing that...\",\"timestamp\":\"00:11:54\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Like, it ties to the original one, but, like, she created that expense back in December for the new year, a monthly repetition for our digital campaigns, but then about two weeks ago, all of a sudden, daily ones just started populating, but then they tie back to that.\",\"timestamp\":\"00:12:03\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"What is, I'm sorry, what are daily ones?\",\"timestamp\":\"00:12:28\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's creating a daily repetition, all of a sudden, like, it just started happening, but it connects to the monthly expense.\",\"timestamp\":\"00:12:29\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's weird.\",\"timestamp\":\"00:12:42\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"I sent a couple screenshots in the email I sent over, but I didn't want to delete anything until you had a chance to look at it.\",\"timestamp\":\"00:12:44\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:12:57\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Um, those were really the biggest things Stuart just told me to get on a zoom with you and just make sure like my top things were addressed and then there is a couple small requests that we had put into Asana for being able to filter down in opportunities where you can filter interested not interested.\",\"timestamp\":\"00:13:01\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"We would like to be able to filter down by the not interested reasons so we can do some more auditing.\",\"timestamp\":\"00:13:29\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"They're all in Asana.\",\"timestamp\":\"00:13:41\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"I can like ping them again if you want so they're at the top of your thing.\",\"timestamp\":\"00:13:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm sorry, what what feature is that for?\",\"timestamp\":\"00:13:48\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"It's so in when you search in opportunities.\",\"timestamp\":\"00:13:51\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"It's just an additional filter to be able to I'll see you again next care.\",\"timestamp\":\"00:13:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Drill down not interested reasons.\",\"timestamp\":\"00:14:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:14:05\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Did we even put you a sign-on to lock the appointment center and only have admin to unlock it?\",\"timestamp\":\"00:14:07\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Did we ever do that?\",\"timestamp\":\"00:14:14\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"I can't remember.\",\"timestamp\":\"00:14:16\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"We might, I might have, but put it in around the same time for the speed to lead request, like a timer.\",\"timestamp\":\"00:14:18\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Um, the only other thing, and I just wanted to make sure it made sense in the request in Asana, was requesting that, for example, in the type form where they populate new type forms, that there's some sort of ability to see how long they're sitting from the point they come into FileMaker to when they get added.\",\"timestamp\":\"00:14:27\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"to an opportunity.\",\"timestamp\":\"00:15:00\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"And that doesn't necessarily have to be a right now thing, but if it takes a little bit more of a workload, but I guess that would be, I think I would put it under opportunity.\",\"timestamp\":\"00:15:04\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:15:25\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"I didn't put that in.\",\"timestamp\":\"00:15:27\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"I'll put it in there.\",\"timestamp\":\"00:15:28\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Cool.\",\"timestamp\":\"00:15:35\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"I think that was pretty much everything on my agenda.\",\"timestamp\":\"00:15:36\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Just want to make sure if you had any questions, I could clarify.\",\"timestamp\":\"00:15:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:15:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sweet.\",\"timestamp\":\"00:15:46\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Cool.\",\"timestamp\":\"00:15:47\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"All right, I agree with what happened.\",\"timestamp\":\"00:15:49\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:15:52\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Cool.\",\"timestamp\":\"00:15:54\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Thanks, Sean.\",\"timestamp\":\"00:15:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You bet.\",\"timestamp\":\"00:15:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Talk to you soon.\",\"timestamp\":\"00:15:56\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Bye.\",\"timestamp\":\"00:15:57\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Bye, guys.\",\"timestamp\":\"00:15:57\"}],\"transcript_language\":\"en\",\"url\":\"https:\/\/fathom.video\/calls\/650659168\"}"},"script":"Fathom | Incoming Log"}
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-------------------------
URL: https://dev1.gofmhost.com/fmi/data/v1/databases/theboss/sessions/d4be873d58d9d43e51c7ba23abae8db381ee311e9360187173f4
token:d4be873d58d9d43e51c7ba23abae8db381ee311e9360187173f4
Post Fields: {"fieldData":{"json_Received":"{\"action_items\":[{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Add multi-pool support to Calendly integration; then Scottsdale Seminar Initial Consultation RR appears\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/650659168?timestamp=423.9999\",\"recording_timestamp\":\"00:07:03\",\"user_generated\":false},{\"assignee\":{\"email\":null,\"name\":\"Willow Hintz | Asset Preservation\",\"team\":null},\"completed\":false,\"description\":\"Email Sean re: Calendly RR list size; request UI resize\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/650659168?timestamp=473.9999\",\"recording_timestamp\":\"00:07:53\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Investigate daily expense repetitions linked to monthly digital campaigns; advise Willow\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/650659168?timestamp=649.9999\",\"recording_timestamp\":\"00:10:49\",\"user_generated\":false},{\"assignee\":{\"email\":null,\"name\":\"Willow Hintz | Asset Preservation\",\"team\":null},\"completed\":false,\"description\":\"Add Asana request: track time from Typeform receipt to Opportunity creation\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/650659168?timestamp=856.9999\",\"recording_timestamp\":\"00:14:16\",\"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\":\"2026-04-24T18:17:47Z\",\"crm_matches\":null,\"default_summary\":{\"markdown_formatted\":\"## Meeting Purpose\\n\\n[Review FileMaker issues and feature requests.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=44.0)\\n\\n## Key Takeaways\\n\\n  - [The \\\"Scottsdale Seminar\\\" event is broken because Calendly's API reports it as `multi-pool`, not `round-robin`, which breaks FileMaker's logic.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=349.0)\\n  - [A bug is creating daily expense repetitions from monthly templates, causing data clutter and confusion.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=660.0)\\n  - [High-priority updates are needed for evaluation sheets (new grid layout) and Calendly UI (larger round-robin list).](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=546.0)\\n  - [Feature requests include filtering opportunities by \\\"not interested\\\" reasons and tracking lead-to-opportunity conversion time.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=781.0)\\n\\n## Topics\\n\\n### Calendly Integration Issues\\n\\n  - [**Broken Event:** The \\\"Scottsdale Seminar - Initial Consultation, RR\\\" event is unusable.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=170.0)\\n      - [**Cause:** Calendly's API reports its `pooling_type` as `multi-pool`, while FileMaker's logic expects `round-robin`.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=349.0)\\n      - [**Impact:** The event is not recognized, preventing users from scheduling it.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=259.0)\\n      - [**Resolution:** Sean will update FileMaker to handle the `multi-pool` type.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=422.0)\\n  - [**UI Improvement:** The round-robin selection list in the Calendly scheduling pop-up is too small, especially for the long Arizona list.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=484.0)\\n      - [**Request:** Increase the size of the selection area for better usability.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=484.0)\\n\\n### Expense Repetition Bug\\n\\n  - [**Problem:** Monthly expense templates are incorrectly generating daily repetitions.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=660.0)\\n      - [**Example:** A monthly \\\"digital campaigns\\\" expense (created in Dec) began spawning daily copies \\\\~2 weeks ago.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=709.0)\\n      - [**Impact:** Clutters the system with redundant data.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=660.0)\\n      - [**Note:** The daily copies correctly link to the original monthly expense.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=709.0)\\n\\n### Evaluation Sheet Updates\\n\\n  - [**Request:** Update evaluation sheet templates in FileMaker.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=546.0)\\n      - [**Rationale:** Incorporate feedback from recent events.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=546.0)\\n      - [**Key Change:** A new grid was added for more precise scheduling options.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=631.0)\\n      - [**Status:** New templates are uploaded to Asana (high priority).](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=546.0)\\n      - [**Note:** Branding colors are pulled from FileMaker preferences, not the template itself.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=586.0)\\n\\n### Feature Requests\\n\\n  - [**Opportunities Filtering:** Add a filter for \\\"not interested\\\" reasons.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=781.0)\\n      - [**Goal:** Enable deeper auditing of lost leads.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=781.0)\\n      - [**Status:** Request is in Asana.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=781.0)\\n  - [**Appointment Center Lock:** Implement a lock feature.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=847.0)\\n      - [**Function:** Prevent users from accessing the appointment center without admin approval.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=847.0)\\n      - [**Status:** Request is in Asana.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=781.0)\\n  - [**Lead-to-Opportunity Timer:** Track the time from Typeform lead arrival to opportunity creation.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=867.0)\\n      - [**Goal:** Measure lead conversion speed.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=867.0)\\n      - [**Status:** New request; Willow will create an Asana task.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=867.0)\\n\\n## Next Steps\\n\\n  - [**Sean:**](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=422.0)\\n      - [Update FileMaker to recognize Calendly's `multi-pool` event type.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=422.0)\\n      - [Investigate and fix the daily expense repetition bug.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=660.0)\\n      - [Implement the new evaluation sheet templates from Asana.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=546.0)\\n      - [Increase the size of the round-robin selection list in the Calendly UI.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=484.0)\\n      - [Review the \\\"not interested\\\" filter and appointment center lock requests in Asana.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=781.0)\\n  - [**Willow:**](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=867.0)\\n      - [Create an Asana task for the lead-to-opportunity timer feature request.](https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d?tab=summary&timestamp=867.0)\\n\",\"template_name\":\"Enhanced\"},\"meeting_title\":\"\ud83d\udc4b Hello, Lets talk about your FileMaker solution! (Willow Hintz)\",\"recorded_by\":{\"email\":\"etechnologies34@gmail.com\",\"email_domain\":\"gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"recording_end_time\":\"2026-04-24T18:17:42Z\",\"recording_id\":140989952,\"recording_start_time\":\"2026-04-24T18:01:11Z\",\"scheduled_end_time\":\"2026-04-24T18:59:33Z\",\"scheduled_start_time\":\"2026-04-24T17:59:33Z\",\"share_url\":\"https:\/\/fathom.video\/share\/SJaoGg2pp51ZQs75M_J_ik_syrJ2rC2d\",\"title\":\"\ud83d\udc4b Hello, Lets talk about your FileMaker solution! (Willow Hintz)\",\"transcript\":[{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hello?\",\"timestamp\":\"00:00:21\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Sorry, I didn't realize you were there.\",\"timestamp\":\"00:00:23\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, how's it going?\",\"timestamp\":\"00:00:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm doing good, are you?\",\"timestamp\":\"00:00:31\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Pretty good.\",\"timestamp\":\"00:00:33\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm just gonna pull up one of the, so I could show you what I was talking about.\",\"timestamp\":\"00:00:36\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"I had a little list in there, but one of the main things I wanted to try to figure out was like the Calendly and like Round Robin option.\",\"timestamp\":\"00:00:44\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"I know we were emailing about it a little while ago, but I wasn't sure if you understood what I was saying.\",\"timestamp\":\"00:01:00\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Probably not.\",\"timestamp\":\"00:01:11\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'll just share.\",\"timestamp\":\"00:01:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, the problem with the round robins is that they're assigned to multiple people.\",\"timestamp\":\"00:01:17\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"I know.\",\"timestamp\":\"00:01:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I don't know how to do away with that.\",\"timestamp\":\"00:01:23\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"No, and that's totally fine.\",\"timestamp\":\"00:01:26\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Like, I understand why we have it that way.\",\"timestamp\":\"00:01:28\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"So that way it doesn't have duplicates.\",\"timestamp\":\"00:01:30\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"I think that issue, I just, I don't think there's a way for me to select who the round robin is, like, attached to as the default person.\",\"timestamp\":\"00:01:33\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"So for, like, some of them are still attached to deactivated people.\",\"timestamp\":\"00:01:44\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"So, like, they still show in that long list in the calendar and preferences, which isn't a huge deal because they still.\",\"timestamp\":\"00:01:50\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"For example, the seminar round robin for Scottsdale isn't attached to Jeff or Eric, so it doesn't populate as an option.\",\"timestamp\":\"00:01:59\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"They're the two main ones that it would be attached to.\",\"timestamp\":\"00:02:11\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Is there a way to make that admin editable to select who they're attached to, if that makes sense?\",\"timestamp\":\"00:02:15\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't know what other terminology, yes, like to be able to check the round robins and select who is linked to it so we can make sure they all show.\",\"timestamp\":\"00:02:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, what is the name of one of them?\",\"timestamp\":\"00:02:50\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"So the one specifically I know we have not been able to use is Scottsdale Seminar.\",\"timestamp\":\"00:02:53\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Robin?\",\"timestamp\":\"00:03:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's the full name?\",\"timestamp\":\"00:03:20\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Scottsdale, it's Scottsdale Seminar Initial Consultation, I believe.\",\"timestamp\":\"00:03:24\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Let me find it.\",\"timestamp\":\"00:03:33\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's Scottsdale Seminar Dash Initial Consultation, RR, I think.\",\"timestamp\":\"00:03:35\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"It kind of cuts it off in here.\",\"timestamp\":\"00:03:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It doesn't see that as a round robin.\",\"timestamp\":\"00:04:19\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Interesting.\",\"timestamp\":\"00:04:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If that's the one you're talking about.\",\"timestamp\":\"00:04:26\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, and I believe only Eric and Jeff are the ones that are assigned to that.\",\"timestamp\":\"00:04:28\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Is there any other round robins that weren't, I think that was the only one that doesn't populate?\",\"timestamp\":\"00:05:02\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:05:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Do you think that maybe you originally put it in as not a round robin and changed it later?\",\"timestamp\":\"00:05:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No.\",\"timestamp\":\"00:05:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's not indicating that it's a round-robin in here.\",\"timestamp\":\"00:06:00\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Interesting.\",\"timestamp\":\"00:06:05\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, because when you create round-robin event types, it's in like a different section in Calendly.\",\"timestamp\":\"00:06:05\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"So you can't like change it.\",\"timestamp\":\"00:06:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Pooling type equals multi-pool, not round-robin in this.\",\"timestamp\":\"00:06:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm not looking for multi-pool.\",\"timestamp\":\"00:06:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know what that is.\",\"timestamp\":\"00:06:31\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't know.\",\"timestamp\":\"00:06:34\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"I mean, it's, yeah, it's only been.\",\"timestamp\":\"00:06:35\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, that's why it's not showing up, because we're looking for round-robin, and this says multi-pool.\",\"timestamp\":\"00:06:37\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Weird.\",\"timestamp\":\"00:06:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The other ones say round-robin, but this says multi-pool.\",\"timestamp\":\"00:06:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That is very strange.\",\"timestamp\":\"00:06:50\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, this one wasn't changed.\",\"timestamp\":\"00:06:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, I'm telling you that's the reason why.\",\"timestamp\":\"00:07:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It has nothing to do with any change.\",\"timestamp\":\"00:07:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's that your other ones say round robin, and this says multi-pool, which we don't have a rule for that.\",\"timestamp\":\"00:07:05\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Got it.\",\"timestamp\":\"00:07:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you're saying that you need to add multi-pool to this?\",\"timestamp\":\"00:07:14\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, so weird.\",\"timestamp\":\"00:07:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, it's obviously a setting in Calendly.\",\"timestamp\":\"00:07:27\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, was looking to see if anything looked different, but because it says round, like as the event type, it says like round robin.\",\"timestamp\":\"00:07:29\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's super weird.\",\"timestamp\":\"00:07:45\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"What is it that says?\",\"timestamp\":\"00:07:46\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Multi-pool?\",\"timestamp\":\"00:07:55\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, I mean, I guess it's just different verbiage for the same thing, but it's like...\",\"timestamp\":\"00:07:56\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Literally the same exact one, so it's weird.\",\"timestamp\":\"00:08:00\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"And I wasn't sure if it is possible, but, or if it's a future thing, because I know you're doing a lot for Stuart right now, but in the pop-up where we go to schedule with Calendly, for the section where Round Robin is, it's pretty small, and especially in Arizona, the list is fairly long.\",\"timestamp\":\"00:08:04\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"I wasn't sure if we could just make that bottom section where the Round Robins live a little bit bigger, just so it's easier to see.\",\"timestamp\":\"00:08:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay, just send me in.\",\"timestamp\":\"00:08:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:09:00\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Let me see.\",\"timestamp\":\"00:09:02\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, yes.\",\"timestamp\":\"00:09:06\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"I know you had gone in and updated the evaluation sheets, the templates.\",\"timestamp\":\"00:09:06\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"After we did a few events, there were some feedback, so we made some additional changes.\",\"timestamp\":\"00:09:13\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"I did upload the new ones into Asana.\",\"timestamp\":\"00:09:18\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Those ones are just high priority because we have been doing events, so we need the new one inputted.\",\"timestamp\":\"00:09:22\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"They're a little different just from color schematics for the two different brands for alpha or asset.\",\"timestamp\":\"00:09:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm sorry, I didn't hear all of that.\",\"timestamp\":\"00:09:43\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"That's okay.\",\"timestamp\":\"00:09:45\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"There's just one for alpha because the color is to go with the branding for alpha, and then the one for asset is just so if you are able to do...\",\"timestamp\":\"00:09:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I thought I already put a different line in there for that.\",\"timestamp\":\"00:10:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm not using your diagram.\",\"timestamp\":\"00:10:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm using the color from the preferences.\",\"timestamp\":\"00:10:13\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, cool.\",\"timestamp\":\"00:10:18\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"I guess I'm not in theirs as much, so I didn't know.\",\"timestamp\":\"00:10:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think it's always been like that.\",\"timestamp\":\"00:10:26\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Is it?\",\"timestamp\":\"00:10:28\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"As far as I recall.\",\"timestamp\":\"00:10:29\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"But that's okay.\",\"timestamp\":\"00:10:30\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"As long as it's just the, we added like a grid in there for account a little bit more precise scheduling options.\",\"timestamp\":\"00:10:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:10:44\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"So the, what else did I, I put some stuff on there.\",\"timestamp\":\"00:10:47\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:10:55\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Um, I think I sent an e\",\"timestamp\":\"00:10:56\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Email about it, but we are still seeing a bunch of repetitions, and now they're getting created almost daily from monthly repetitions, and they're even attaching to the original monthly repetition, but they're going every single day, especially for, like, digital.\",\"timestamp\":\"00:11:00\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"I can bring up an example.\",\"timestamp\":\"00:11:26\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"We left them in there just so I could show you.\",\"timestamp\":\"00:11:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Did you look at the expense, the related expense, and what does it say?\",\"timestamp\":\"00:11:49\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"So that's where it's showing that...\",\"timestamp\":\"00:11:54\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Like, it ties to the original one, but, like, she created that expense back in December for the new year, a monthly repetition for our digital campaigns, but then about two weeks ago, all of a sudden, daily ones just started populating, but then they tie back to that.\",\"timestamp\":\"00:12:03\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"What is, I'm sorry, what are daily ones?\",\"timestamp\":\"00:12:28\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's creating a daily repetition, all of a sudden, like, it just started happening, but it connects to the monthly expense.\",\"timestamp\":\"00:12:29\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"So it's weird.\",\"timestamp\":\"00:12:42\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"I sent a couple screenshots in the email I sent over, but I didn't want to delete anything until you had a chance to look at it.\",\"timestamp\":\"00:12:44\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:12:57\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Um, those were really the biggest things Stuart just told me to get on a zoom with you and just make sure like my top things were addressed and then there is a couple small requests that we had put into Asana for being able to filter down in opportunities where you can filter interested not interested.\",\"timestamp\":\"00:13:01\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"We would like to be able to filter down by the not interested reasons so we can do some more auditing.\",\"timestamp\":\"00:13:29\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"They're all in Asana.\",\"timestamp\":\"00:13:41\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"I can like ping them again if you want so they're at the top of your thing.\",\"timestamp\":\"00:13:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm sorry, what what feature is that for?\",\"timestamp\":\"00:13:48\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"It's so in when you search in opportunities.\",\"timestamp\":\"00:13:51\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"It's just an additional filter to be able to I'll see you again next care.\",\"timestamp\":\"00:13:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Drill down not interested reasons.\",\"timestamp\":\"00:14:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:14:05\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Did we even put you a sign-on to lock the appointment center and only have admin to unlock it?\",\"timestamp\":\"00:14:07\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Did we ever do that?\",\"timestamp\":\"00:14:14\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"I can't remember.\",\"timestamp\":\"00:14:16\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"We might, I might have, but put it in around the same time for the speed to lead request, like a timer.\",\"timestamp\":\"00:14:18\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Um, the only other thing, and I just wanted to make sure it made sense in the request in Asana, was requesting that, for example, in the type form where they populate new type forms, that there's some sort of ability to see how long they're sitting from the point they come into FileMaker to when they get added.\",\"timestamp\":\"00:14:27\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"to an opportunity.\",\"timestamp\":\"00:15:00\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"And that doesn't necessarily have to be a right now thing, but if it takes a little bit more of a workload, but I guess that would be, I think I would put it under opportunity.\",\"timestamp\":\"00:15:04\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:15:25\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"I didn't put that in.\",\"timestamp\":\"00:15:27\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"I'll put it in there.\",\"timestamp\":\"00:15:28\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Cool.\",\"timestamp\":\"00:15:35\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"I think that was pretty much everything on my agenda.\",\"timestamp\":\"00:15:36\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Just want to make sure if you had any questions, I could clarify.\",\"timestamp\":\"00:15:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:15:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sweet.\",\"timestamp\":\"00:15:46\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Cool.\",\"timestamp\":\"00:15:47\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"All right, I agree with what happened.\",\"timestamp\":\"00:15:49\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:15:52\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Cool.\",\"timestamp\":\"00:15:54\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Thanks, Sean.\",\"timestamp\":\"00:15:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You bet.\",\"timestamp\":\"00:15:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Talk to you soon.\",\"timestamp\":\"00:15:56\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Bye.\",\"timestamp\":\"00:15:57\"},{\"speaker\":{\"display_name\":\"Willow Hintz | Asset Preservation\",\"matched_calendar_invitee_email\":null},\"text\":\"Bye, guys.\",\"timestamp\":\"00:15:57\"}],\"transcript_language\":\"en\",\"url\":\"https:\/\/fathom.video\/calls\/650659168\"}"},"script":"Fathom | Incoming Log"}
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-------------------------