URL: https://dev1.gofmhost.com/fmi/data/v1/databases/theboss/layouts/web__fathomLog/records
token:7dc54c1cd3334d5e9cbe6e7914b93df65d89f2c286ea00168677
Post Fields: {"fieldData":{"json_Received":"{\"action_items\":[{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Email Stuart re: PDF form-fill from Contacts\/Assets; confirm approach\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/840879925?timestamp=344.9999\",\"recording_timestamp\":\"00:05:44\",\"user_generated\":false},{\"assignee\":{\"email\":null,\"name\":\"Rebecca Voyzey\",\"team\":null},\"completed\":false,\"description\":\"Email Sean Autopop + Firelight logins; then Sean send form-fill video\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/840879925?timestamp=1101.9999\",\"recording_timestamp\":\"00:18:21\",\"user_generated\":false},{\"assignee\":{\"email\":null,\"name\":\"Rebecca Voyzey\",\"team\":null},\"completed\":false,\"description\":\"Build Schwab\/Fidelity transfer web forms in Form Fill Manager; test w\/ Drake\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/840879925?timestamp=1156.9999\",\"recording_timestamp\":\"00:19:16\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Remove Delete status from Pending Business; archive items\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/840879925?timestamp=2258.9999\",\"recording_timestamp\":\"00:37:38\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Consult Stuart re: transition off legacy Pending Business list; then implement\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/840879925?timestamp=2519.9999\",\"recording_timestamp\":\"00:41:59\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Migrate legacy holdups to Stages; then clear old holdups\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/840879925?timestamp=2618.9999\",\"recording_timestamp\":\"00:43:38\",\"user_generated\":false},{\"assignee\":{\"email\":null,\"name\":\"Rebecca Voyzey\",\"team\":null},\"completed\":false,\"description\":\"Update Stages to use full names; train processors\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/840879925?timestamp=2736.9999\",\"recording_timestamp\":\"00:45:36\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Implement required Next Update date + note on stage change\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/840879925?timestamp=3101.9999\",\"recording_timestamp\":\"00:51:41\",\"user_generated\":false}],\"calendar_invitees\":[{\"email\":\"etechnologies34@gmail.com\",\"email_domain\":\"gmail.com\",\"is_external\":false,\"matched_speaker_display_name\":\"Sean Kruger\",\"name\":\"Sean Kruger\"}],\"calendar_invitees_domains_type\":\"one_or_more_external\",\"created_at\":\"2026-09-28T20:57:04Z\",\"crm_matches\":null,\"default_summary\":{\"markdown_formatted\":\"## Meeting Purpose\\n\\n[Clarify FileMaker solution functionality and pending business workflow.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=3.0)\\n\\n## Key Takeaways\\n\\n  - [**Form Filling:** The solution will support two form-filling contexts (Contact & Asset) to align with the pre-pending business workflow, overriding the initial plan for a single, stage-gated process.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=323.0)\\n  - [**Form Programming:** Rebecca was trained on the `Form Fill Manager` to program web forms (e.g., Firelight) by mapping fields, using `Scan Fields` and `Pull values from page`.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=919.0)\\n  - [**Pending Business Workflow:** The workflow will be simplified by removing the old \\\"Holdups\\\" list and requiring a mandatory note for every stage change to ensure clear tracking.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=2246.0)\\n  - [**Data Archiving:** Sean will archive obsolete \\\"Delete\\\" and \\\"TDA\\\" statuses, migrating their data to the new workflow stages before removal.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=2269.0)\\n\\n## Topics\\n\\n### Form Filling & Workflow Alignment\\n\\n  - [**Problem:** The initial design restricted form filling to the \\\"Pending Business\\\" stage, which conflicts with the actual workflow.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=180.0)\\n  - [**Rationale:** Processors often need to generate forms *before* a pending business line item is created. This is critical for preparing paperwork for client meetings and handling wet-signature requirements.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=229.0)\\n  - [**Solution:** The system will support two form-filling contexts:](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=323.0)\\n      - [**Contact View:** Populates general client info (name, SSN).](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=323.0)\\n      - [**Asset View:** Populates client info plus asset-specific details (e.g., account number).](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=323.0)\\n\\n### Programming Web Forms (Firelight)\\n\\n  - [**Tool:** `Form Fill Manager` (Admin \\\\> Form Fill Manager Admin).](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=975.0)\\n  - [**Process:**](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=919.0)\\n    1.  [**Scan Fields:** Use the `Scan Fields` button to auto-detect fields on the target web page.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=1093.0)\\n    2.  [**Map Fields:** Drag and drop CRM fields (e.g., `Contact::First Name`) into the corresponding merge value fields.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=1128.0)\\n    3.  [**Set Values:** Use the `Pull values from page` button to apply the mapped values to the form.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=1890.0)\\n    4.  [**Save:** Changes save automatically.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=2040.0)\\n\\n### Pending Business Workflow Simplification\\n\\n  - [**Goal:** Simplify the UI and improve data integrity.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=2246.0)\\n  - [**Actions:**](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=2246.0)\\n      - [**Remove \\\"Delete\\\" Status:** Obsolete; \\\"Cancel\\\" is the correct action for inactive items.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=2269.0)\\n      - [**Archive \\\"TDA\\\" Status:** Obsolete; all TD Ameritrade items will be moved to an archived state.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=2347.0)\\n      - [**Simplify \\\"Holdups\\\" List:** Replaced with a short, user-editable list (`NIGO statement`, `Raise cash`, `Other`) to prevent clutter.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=2995.0)\\n      - [**Require Notes on Stage Change:** A mandatory note field will be added to the stage update popover to provide context.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=3108.0)\\n      - [**Use Full Stage Names:** Replace abbreviations (e.g., \\\"Alloc\\\") with full names for better clarity and training.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=2705.0)\\n\\n## Next Steps\\n\\n  - [**Sean:**](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=2246.0)\\n      - [Implement dual form-filling contexts (Contact & Asset).](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=323.0)\\n      - [Archive \\\"Delete\\\" and \\\"TDA\\\" statuses after migrating data.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=2269.0)\\n      - [Simplify the \\\"Holdups\\\" list.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=2995.0)\\n      - [Add a mandatory note field to the stage update popover.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=3108.0)\\n  - [**Rebecca:**](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=1105.0)\\n      - [Program web forms using the `Form Fill Manager`.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=919.0)\\n      - [Send Sean logins for Autopop and Firelight for support.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=1105.0)\\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\/83400205646?pwd=NRVpgdSW2hT3mGmsfBqkwGWZH4bblM.1\",\"recorded_by\":{\"email\":\"etechnologies34@gmail.com\",\"email_domain\":\"gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"recording_end_time\":\"2026-09-28T20:56:55Z\",\"recording_id\":187480313,\"recording_start_time\":\"2026-09-28T20:01:36Z\",\"scheduled_end_time\":\"2026-09-28T21:01:17Z\",\"scheduled_start_time\":\"2026-09-28T20:01:17Z\",\"share_url\":\"https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK\",\"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\":\"I just wanted to meet with you to go over a few things that I noticed in penning.\",\"timestamp\":\"00:00:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hello.\",\"timestamp\":\"00:00:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So let's see.\",\"timestamp\":\"00:00:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"First things first.\",\"timestamp\":\"00:00:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So let me go over here and then I'll share my screen with you.\",\"timestamp\":\"00:00:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:00:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:00:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So this is working now.\",\"timestamp\":\"00:00:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's awesome.\",\"timestamp\":\"00:00:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Just a few things.\",\"timestamp\":\"00:00:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So send, so PDF.\",\"timestamp\":\"00:00:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:00:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'm still not able to see, and I tried these and they work great, but the forms from FileMaker, can we bring them over here, all the PDFs that are in FileMaker?\",\"timestamp\":\"00:01:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They are all in there.\",\"timestamp\":\"00:01:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I brought them over already.\",\"timestamp\":\"00:01:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I don't see them here.\",\"timestamp\":\"00:01:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So where would I go to find them?\",\"timestamp\":\"00:01:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"When you say them, which ones are you talking about?\",\"timestamp\":\"00:01:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because you're in contacts right now.\",\"timestamp\":\"00:01:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, those would only be in the asset, I presume.\",\"timestamp\":\"00:01:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't remember how you got those organized.\",\"timestamp\":\"00:01:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But you're only in the contact right now, so those wouldn't show up there.\",\"timestamp\":\"00:01:40\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, I see.\",\"timestamp\":\"00:01:43\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Got it.\",\"timestamp\":\"00:01:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:01:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So...\",\"timestamp\":\"00:01:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If you go into the edit, you would probably see that, the other ones.\",\"timestamp\":\"00:01:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:01:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So let's go to his profile.\",\"timestamp\":\"00:01:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'm in the asset profile.\",\"timestamp\":\"00:01:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So here?\",\"timestamp\":\"00:02:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It would be on the asset, I presume, that you're talking about.\",\"timestamp\":\"00:02:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So if I went to an asset and I go here, right here?\",\"timestamp\":\"00:02:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It would be in the edit.\",\"timestamp\":\"00:02:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm not sure.\",\"timestamp\":\"00:02:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Again, I don't know how you're using those now.\",\"timestamp\":\"00:02:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So are you sending them from the asset?\",\"timestamp\":\"00:02:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'd like the ability to do both, to do the asset and then also just from the contacts, just all of those PDFs that we had in FileMaker, all the Schwab, all the Fidelity.\",\"timestamp\":\"00:02:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But aren't you trying to fill the asset details when you're looking at the assets?\",\"timestamp\":\"00:02:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, we're trying to do like a transfer form.\",\"timestamp\":\"00:02:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it has nothing to do with filling the assets.\",\"timestamp\":\"00:02:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Thanks.\",\"timestamp\":\"00:02:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank\",\"timestamp\":\"00:02:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It doesn't have any, well, that would be the pending business then.\",\"timestamp\":\"00:03:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you should be on pending business, right?\",\"timestamp\":\"00:03:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, we're trying to fill out a form to start pending business.\",\"timestamp\":\"00:03:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So we're trying to like have the client's info and bring it to a form that we could submit to Bob or Fidelity.\",\"timestamp\":\"00:03:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm to get it to the point where it's supposed to be so that there's not, so there's a routine that gets followed.\",\"timestamp\":\"00:03:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't, we don't want to keep short circuiting the system.\",\"timestamp\":\"00:03:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, think it's really important to Stuart that we're able to fill the forms from here.\",\"timestamp\":\"00:03:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"think that, that, that's like one of the number one things he's asked me for.\",\"timestamp\":\"00:03:32\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I want to make sure we're able to.\",\"timestamp\":\"00:03:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I understand a hundred percent, but that's not what I'm saying.\",\"timestamp\":\"00:03:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm saying that there's a, there's a, there's a process and we, you know, the send, if you're trying to fill a form, there should be a point in the process where you're trying to fill that form, not just go.\",\"timestamp\":\"00:03:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, we're not always, that's the thing is that there's really no, it's so specific that it's not as easy as like putting it into like the stages that they're.\",\"timestamp\":\"00:03:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"because born.\",\"timestamp\":\"00:03:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They just need to be able to go in there, grab a form, and have the client's info populated into it so that they can print it out easily for a meeting or anything.\",\"timestamp\":\"00:04:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I think that's complicating it a little bit more than it needs to.\",\"timestamp\":\"00:04:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They know what they need to do.\",\"timestamp\":\"00:04:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"When they get to a certain point in their stages, they know which forms they need and which they don't.\",\"timestamp\":\"00:04:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because here's the thing about that is when we're creating an envelope for a client, some assets that we're bringing over, we need to do wet signature.\",\"timestamp\":\"00:04:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Some are digital.\",\"timestamp\":\"00:04:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"There's really no way to tell until you're in there actually processing.\",\"timestamp\":\"00:04:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So there's really, I see what you're saying, but there's really no cookie cutter way to do that.\",\"timestamp\":\"00:04:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I just need them to be able to go in and populate a PDF form with the client's info or from that asset.\",\"timestamp\":\"00:04:50\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"you're with the client's info\",\"timestamp\":\"00:04:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it adds, you know, the account number for the transfer form.\",\"timestamp\":\"00:05:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, it's not going to know the account number if you do it from a contact.\",\"timestamp\":\"00:05:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's okay.\",\"timestamp\":\"00:05:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because a lot of the times we don't know the account number.\",\"timestamp\":\"00:05:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's okay.\",\"timestamp\":\"00:05:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's totally fine.\",\"timestamp\":\"00:05:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, it's never going to know the asset, you know, where it's coming from because you're not starting from there.\",\"timestamp\":\"00:05:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I would like both options.\",\"timestamp\":\"00:05:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'd like a general just puts in their name and the advisor's code and, or we can also go from the asset as well.\",\"timestamp\":\"00:05:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it would bring that account number here that we do know into the transfer form or what have you, just like we do out of FileMaker now.\",\"timestamp\":\"00:05:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"not changing any, anything.\",\"timestamp\":\"00:05:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, I know you're not.\",\"timestamp\":\"00:05:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I was just told in my discussions with Stuart that that was the way he wanted it.\",\"timestamp\":\"00:05:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I'm fine doing that.\",\"timestamp\":\"00:05:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll let him know that that's what I changed.\",\"timestamp\":\"00:05:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"just had some marching orders from him, so I'll let him know that that's what you needed, and that's what I changed.\",\"timestamp\":\"00:06:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Maybe there was a confusion in our discussions, but that's kind of what we talked about.\",\"timestamp\":\"00:06:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"We've always done it this way, and he understands and knows from, you know, all of this, that it's not, like, we can't just create a line item and be like, okay, this is the point where it creates a transfer form, because we are still working through the envelopes at Schwab and at Fidelity.\",\"timestamp\":\"00:06:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"The talks haven't been had yet about how we can directly send things to Schwab from here, so that would be, like, the best next step.\",\"timestamp\":\"00:06:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But right now, as processors, we just need the ability to fill those forms quickly from our contacts in the CRM.\",\"timestamp\":\"00:06:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:06:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, and I can talk to him about that.\",\"timestamp\":\"00:06:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Who wouldn't, we can talk to him about that.\",\"timestamp\":\"00:07:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I see like the thought process, like that it's just automatic, but a lot of this stuff for these forms, it's done, most of it is really done before that line item is created at all.\",\"timestamp\":\"00:07:02\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it really wouldn't make sense to put that at a point in the line item because it's, we do that on the front.\",\"timestamp\":\"00:07:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"for what line item?\",\"timestamp\":\"00:07:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The pending business?\",\"timestamp\":\"00:07:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is that what you're saying the line item is?\",\"timestamp\":\"00:07:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes.\",\"timestamp\":\"00:07:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:07:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:07:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:07:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I just need the ability for my processors to go into an asset or go into the contact and say, I want to do a Schwab transfer form and it populates what we can grab anything in socials, that, that kind of stuff, just how it is in FileMaker now, because that's what they're used to doing.\",\"timestamp\":\"00:07:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, I don't care.\",\"timestamp\":\"00:08:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm just saying I just, yeah, I mean, I'll do it however you need to need to do it.\",\"timestamp\":\"00:08:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just that's not how I understand it.\",\"timestamp\":\"00:08:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I understood it.\",\"timestamp\":\"00:08:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I just don't want to come back in like six months from now.\",\"timestamp\":\"00:08:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And we've kind of fallen back into bad habits.\",\"timestamp\":\"00:08:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And we're having I'm having this other discussion with Stuart again.\",\"timestamp\":\"00:08:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I just want to make sure that you weren't one that's different.\",\"timestamp\":\"00:08:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Would you explain that to me?\",\"timestamp\":\"00:08:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, no, it just my understanding that there, that there was a set of steps that occurred, and that we're, we're, we're constantly falling back into what I said earlier, where people are kind of short circuiting and building their own sort of these steps, and there's not like a shared way for anyone to track what's been done.\",\"timestamp\":\"00:08:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So like, yeah, I mean, yeah, if you fill out a form in here, and you do it from a contact, that's great.\",\"timestamp\":\"00:08:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But nobody else knows you did that.\",\"timestamp\":\"00:08:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right?\",\"timestamp\":\"00:08:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"timestamp\":\"00:08:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, they would, because the paper.\",\"timestamp\":\"00:08:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"The would be prepped or it would not be prepped for that appointment.\",\"timestamp\":\"00:09:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But where is that visible in here at that point?\",\"timestamp\":\"00:09:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because it's not.\",\"timestamp\":\"00:09:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, you filled it out.\",\"timestamp\":\"00:09:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, I accept that you generated a PDF, but there's no reference.\",\"timestamp\":\"00:09:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's no way for anybody to know that that's started or that process is...\",\"timestamp\":\"00:09:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The dashboard that I sent you where it's like asset maps that need to be built, and then the processor can say that they prepped that paperwork.\",\"timestamp\":\"00:09:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because you're right, there's no way to tell that it's been prepped because it's in a whole other website.\",\"timestamp\":\"00:09:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"There's no way to have them together at this point.\",\"timestamp\":\"00:09:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"We've always done it this way where they give them the asset map, they prep the paperwork, and it's just there.\",\"timestamp\":\"00:09:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And that's never been an issue, not once, where the processor has not prepped if they know what to prep.\",\"timestamp\":\"00:09:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's really more on the advisor not letting them know that they have to prep it, where that gets lost.\",\"timestamp\":\"00:09:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And that's also where we're hoping that dashboard will bridge that gap, where it's saying, hey, advisor, you have to build this asset map for this processor.\",\"timestamp\":\"00:10:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Then the processor knows they have this asset map.\",\"timestamp\":\"00:10:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They say that it was built, and then they go into that appointment and they execute what they need.\",\"timestamp\":\"00:10:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So why wouldn't you build it then from that point?\",\"timestamp\":\"00:10:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Build what then?\",\"timestamp\":\"00:10:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Why wouldn't you start your paperwork from there as well?\",\"timestamp\":\"00:10:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"From there, what do you mean at what point start the paperwork?\",\"timestamp\":\"00:10:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, you just said that there's this dashboard, and I understand sort of what you're referring to.\",\"timestamp\":\"00:10:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But at the same time, you said there's no real point in the workflow.\",\"timestamp\":\"00:10:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm trying to understand, isn't that the point?\",\"timestamp\":\"00:10:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So you mean start it from there.\",\"timestamp\":\"00:10:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You start the paperwork in the Schwab website.\",\"timestamp\":\"00:10:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They haven't given, Schwab hasn't given those permissions.\",\"timestamp\":\"00:10:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I understand that part, but we're not talking about\",\"timestamp\":\"00:10:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We're talking about PDFs right now, right?\",\"timestamp\":\"00:11:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:11:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So you're asking the advisors to fill out the form.\",\"timestamp\":\"00:11:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, we're asking them fill out the form.\",\"timestamp\":\"00:11:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You're asking them to fill out the asset maps.\",\"timestamp\":\"00:11:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I get that part.\",\"timestamp\":\"00:11:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But then the next step after they fill out the asset map is that you start this PDF in some scenarios, right?\",\"timestamp\":\"00:11:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, it depends.\",\"timestamp\":\"00:11:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I get it.\",\"timestamp\":\"00:11:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sometimes you fill it out in Schwab.\",\"timestamp\":\"00:11:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sorry, hold on one second.\",\"timestamp\":\"00:11:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"that.\",\"timestamp\":\"00:11:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Let me just lay it out for you.\",\"timestamp\":\"00:11:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So asset map is built.\",\"timestamp\":\"00:11:32\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Let's say it says we need four accounts at Schwab.\",\"timestamp\":\"00:11:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"The processor then goes into Schwab and they create an envelope.\",\"timestamp\":\"00:11:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"In doing that envelope, they're adding transfers.\",\"timestamp\":\"00:11:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"A lot of those transfers get attached to the envelope and they are digital and can work in that envelope.\",\"timestamp\":\"00:11:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Sometimes they're not.\",\"timestamp\":\"00:11:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"We'll get an alert that says...\",\"timestamp\":\"00:11:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You need to take this out of the envelope.\",\"timestamp\":\"00:12:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"The processor then knows, okay, for that transfer, I need to do a wet signature form.\",\"timestamp\":\"00:12:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Then they can go back to the CRM and do that form right there and prep it with all the client's info.\",\"timestamp\":\"00:12:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They just need a way to populate the client's info into a form and print it right now.\",\"timestamp\":\"00:12:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's the basics.\",\"timestamp\":\"00:12:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I think that we definitely can build on that, but I think we need to start with baby steps and have them have the ability to grab a client's contact and populate the correct info into the form instead of just typing it out.\",\"timestamp\":\"00:12:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:12:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And what, so you don't need the asset details on those asset forms.\",\"timestamp\":\"00:12:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's just the client details.\",\"timestamp\":\"00:12:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, you could need both, but you don't always have both.\",\"timestamp\":\"00:12:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It might also be somebody that hasn't brought in their statement yet.\",\"timestamp\":\"00:12:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And so we just need a general transfer form with their social and their name.\",\"timestamp\":\"00:12:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So that's why I'm saying like, if we could just have.\",\"timestamp\":\"00:12:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"The ability to do both out of the contact, just like out of here, out of an asset and pick the form and then it populates the info that's appropriate, but also going to the contact page, just being able to go send, you know, I need a transfer form from this list and I just choose it and then it, you know, populates it with whatever we have and downloads it.\",\"timestamp\":\"00:13:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I already did this and yeah, looked at it, it looks great, but yeah, all those forms that we have.\",\"timestamp\":\"00:13:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They're in there, they're under the edit button.\",\"timestamp\":\"00:13:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If you were to click on that edit button, you would have seen them at the top next to the PDF.\",\"timestamp\":\"00:13:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, so tell me where to go from here, edit button.\",\"timestamp\":\"00:13:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"The edit button next to PDF.\",\"timestamp\":\"00:13:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's a tab on the, near the top right.\",\"timestamp\":\"00:13:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:13:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, okay.\",\"timestamp\":\"00:13:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I see.\",\"timestamp\":\"00:14:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:14:02\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"This is where you manage the forms.\",\"timestamp\":\"00:14:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Gotcha.\",\"timestamp\":\"00:14:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:14:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know that it would work from there because it doesn't understand the context.\",\"timestamp\":\"00:14:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:14:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:14:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So that's what I'm, yeah.\",\"timestamp\":\"00:14:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So that's what I'm getting at.\",\"timestamp\":\"00:14:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So this popped up and it says contact name.\",\"timestamp\":\"00:14:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So if it could pull Drake's name and then his social, because a lot of stuff like this, we don't know yet.\",\"timestamp\":\"00:14:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"We don't know yet.\",\"timestamp\":\"00:14:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And we are, there's all kinds of different scenarios.\",\"timestamp\":\"00:14:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it'd be nice to just, just grab it from the contact, grab it from the asset.\",\"timestamp\":\"00:14:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's not, you know, one size fits all and not cookie cutter that way, unfortunately.\",\"timestamp\":\"00:14:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So is that, is that something we can do?\",\"timestamp\":\"00:14:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, no problem.\",\"timestamp\":\"00:14:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:14:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Awesome.\",\"timestamp\":\"00:14:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you.\",\"timestamp\":\"00:15:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Um, so, okay.\",\"timestamp\":\"00:15:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So there's that, um, autopop.\",\"timestamp\":\"00:15:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So we went here.\",\"timestamp\":\"00:15:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So here I am.\",\"timestamp\":\"00:15:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, I guess we'll just start with firelight.\",\"timestamp\":\"00:15:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So firelight, how do I grab?\",\"timestamp\":\"00:15:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I went from Drake.\",\"timestamp\":\"00:15:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"How do I grab all of his info and populate it into the, the cover sheet?\",\"timestamp\":\"00:15:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Did you set the fields in the form?\",\"timestamp\":\"00:15:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"No.\",\"timestamp\":\"00:15:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So that's what I'm asking you to show me how to do.\",\"timestamp\":\"00:15:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I have no, like, I, unfortunately I'm not a very techie person, so I clicked all over.\",\"timestamp\":\"00:15:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I could not figure it out.\",\"timestamp\":\"00:15:43\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So if you could just help me, that'd be awesome.\",\"timestamp\":\"00:15:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Um, how do I do that?\",\"timestamp\":\"00:15:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"have to program.\",\"timestamp\":\"00:15:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You'll have to program the form because I can't do it because I don't have access to it.\",\"timestamp\":\"00:15:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, that's okay.\",\"timestamp\":\"00:15:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Can you just show me how?\",\"timestamp\":\"00:15:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, there's the edit buttons next.\",\"timestamp\":\"00:15:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So all of those forms have edit buttons next to them.\",\"timestamp\":\"00:16:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You'll have to click the edit button on the web form.\",\"timestamp\":\"00:16:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Or you can navigate directly to it from the admin.\",\"timestamp\":\"00:16:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"OK, sorry.\",\"timestamp\":\"00:16:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You might have to help me and lay it out for me.\",\"timestamp\":\"00:16:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"OK, there's two places.\",\"timestamp\":\"00:16:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's the one up at the top where it says admin from the main navigation bar.\",\"timestamp\":\"00:16:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then right there, it says form fill manager admin there.\",\"timestamp\":\"00:16:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You click on that.\",\"timestamp\":\"00:16:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"OK, OK.\",\"timestamp\":\"00:16:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then under the form fill, you have it collapsed right now.\",\"timestamp\":\"00:16:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's an edit button.\",\"timestamp\":\"00:16:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Edit collapsed.\",\"timestamp\":\"00:16:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"In the upper left-hand corner of the screen, of the form fill manager, there's a dropdown menu.\",\"timestamp\":\"00:16:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You have the menu collapsed because the width of the panel is too small.\",\"timestamp\":\"00:16:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's an edit button next to that.\",\"timestamp\":\"00:16:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"All right.\",\"timestamp\":\"00:16:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, but it was just collapsed in the dropdown menu.\",\"timestamp\":\"00:17:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That doesn't matter, but you're going to need it bigger because it's hard to program the web forms without a significant amount of space.\",\"timestamp\":\"00:17:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So do you see the edit button that we talked about with the PDF forms?\",\"timestamp\":\"00:17:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"same thing.\",\"timestamp\":\"00:17:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's an edit button for everything.\",\"timestamp\":\"00:17:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you need to click on the web form one, and that's where the programming is done.\",\"timestamp\":\"00:17:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:17:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So then just add new form, merge values.\",\"timestamp\":\"00:17:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"now you need, there's fields on that page.\",\"timestamp\":\"00:17:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you can start by pulling those values from the page on the right.\",\"timestamp\":\"00:17:40\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:17:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"In the upper right hand corner, it says pull values from page.\",\"timestamp\":\"00:17:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, right here.\",\"timestamp\":\"00:17:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I apologize, Sean.\",\"timestamp\":\"00:17:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"There's a lot like to look at.\",\"timestamp\":\"00:17:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I kind of need you to just like...\",\"timestamp\":\"00:17:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So press that button.\",\"timestamp\":\"00:18:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:18:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Clicked it.\",\"timestamp\":\"00:18:09\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Something's supposed to happen.\",\"timestamp\":\"00:18:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, I'm sorry.\",\"timestamp\":\"00:18:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's the scan fields button on the left is the one you want to use first.\",\"timestamp\":\"00:18:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's a video of this somewhere.\",\"timestamp\":\"00:18:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just can't make a new one.\",\"timestamp\":\"00:18:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I can track it down for you, but I can't make a new one because I don't have access to anything.\",\"timestamp\":\"00:18:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Absolutely.\",\"timestamp\":\"00:18:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And if you want my logins, I am happy to give them to you.\",\"timestamp\":\"00:18:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"would be great.\",\"timestamp\":\"00:18:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just don't have a way to get in, unfortunately.\",\"timestamp\":\"00:18:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Sure.\",\"timestamp\":\"00:18:32\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'll send you.\",\"timestamp\":\"00:18:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So after this, I'll send you my auto pop and my firelight logins, or you can just send me that video and I'm sure I can figure it out.\",\"timestamp\":\"00:18:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But okay.\",\"timestamp\":\"00:18:43\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So scan fields.\",\"timestamp\":\"00:18:43\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:18:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Awesome.\",\"timestamp\":\"00:18:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I see.\",\"timestamp\":\"00:18:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"you can open the merge values and then you can drop your fields in.\",\"timestamp\":\"00:18:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Got it.\",\"timestamp\":\"00:18:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The pull values from pages, if you want to set them manually, you can do that on the right.\",\"timestamp\":\"00:18:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So if you hover over any of the fields on the right.\",\"timestamp\":\"00:18:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It'll highlight them on the left.\",\"timestamp\":\"00:19:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Awesome.\",\"timestamp\":\"00:19:02\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:19:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then I just use my this.\",\"timestamp\":\"00:19:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, great.\",\"timestamp\":\"00:19:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That I recognize from doing all the stuff before.\",\"timestamp\":\"00:19:09\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:19:13\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Awesome.\",\"timestamp\":\"00:19:13\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Perfect.\",\"timestamp\":\"00:19:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:19:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:19:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So that's all the questions I have with the web form.\",\"timestamp\":\"00:19:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'll start building those pages.\",\"timestamp\":\"00:19:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But yeah, I'll definitely send you my login.\",\"timestamp\":\"00:19:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm going to try right now just to make sure you understand.\",\"timestamp\":\"00:19:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So we're not, I mean, you should be able to at least set a few of those fields while we're on the phone just to make sure it's clear.\",\"timestamp\":\"00:19:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:19:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like for instance, you can, you can populate the fields on the left with your values as well.\",\"timestamp\":\"00:19:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then that's what the pull button is for.\",\"timestamp\":\"00:19:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you put them in the fields where they go, then you don't even really need to know where they are on the left.\",\"timestamp\":\"00:19:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then you can just click that pull values once you have it set the way you want.\",\"timestamp\":\"00:19:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:19:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So.\",\"timestamp\":\"00:19:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"For instance, just go close the user value fields, because I don't think you really need that one for this.\",\"timestamp\":\"00:20:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's a collapse button next to user value fields in the, go back to the, bring the merge values back.\",\"timestamp\":\"00:20:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"On the first row, it says user values, collapse that, or collapse all, that's fine.\",\"timestamp\":\"00:20:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then you can see the contact fields there, or you can just start typing for one, like first name or something.\",\"timestamp\":\"00:20:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Now open up that second one, not the first one.\",\"timestamp\":\"00:20:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then if you put your cursor in the field, you want to put your cursor if you're going to use insert, because that's, you need to know what your context is.\",\"timestamp\":\"00:20:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You have to put your cursor in the field that you're referring to on the other layout behind it.\",\"timestamp\":\"00:20:43\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's right here.\",\"timestamp\":\"00:20:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It can go there or it can go in the form.\",\"timestamp\":\"00:20:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's what I'm trying to show you so you can maximize your productivity here.\",\"timestamp\":\"00:20:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:20:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Um, so it just populated there.\",\"timestamp\":\"00:21:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Is that so then it's it's that's a bit that was there before.\",\"timestamp\":\"00:21:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:21:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's not letting me do I need to click out of here to get there because it's not letting me do anything.\",\"timestamp\":\"00:21:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, you would I'm referring to the one on the on the right now it's locked me out.\",\"timestamp\":\"00:21:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, so I don't know what that is or how it got there.\",\"timestamp\":\"00:21:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So that happens a lot.\",\"timestamp\":\"00:21:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Um, back, I just need to re log into it.\",\"timestamp\":\"00:21:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"No crud.\",\"timestamp\":\"00:21:43\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"just locked out of the thing.\",\"timestamp\":\"00:21:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, hold on.\",\"timestamp\":\"00:21:50\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, get me.\",\"timestamp\":\"00:21:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"He's an old version of the application.\",\"timestamp\":\"00:21:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Downloaded the one you\",\"timestamp\":\"00:21:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Told me to last.\",\"timestamp\":\"00:22:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So that's the last one.\",\"timestamp\":\"00:22:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Get out of here completely and go back in.\",\"timestamp\":\"00:22:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Hey, I don't have my username or password saved.\",\"timestamp\":\"00:22:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, maybe you can help me.\",\"timestamp\":\"00:23:09\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So how do I, is it our email that's the username?\",\"timestamp\":\"00:23:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"don't even know.\",\"timestamp\":\"00:23:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Whatever your FileMaker username and password is, I don't Oh, okay, gotcha.\",\"timestamp\":\"00:23:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, great.\",\"timestamp\":\"00:23:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:24:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Sorry about that.\",\"timestamp\":\"00:24:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:24:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So you should be able to load it from the login if you save it to your account, but I don't, it isn't saved.\",\"timestamp\":\"00:24:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, there it is.\",\"timestamp\":\"00:25:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's not right.\",\"timestamp\":\"00:25:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you need to update it because it's not been right because I've tried it before.\",\"timestamp\":\"00:25:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If you save your password, it would put it in for you if you had it right there.\",\"timestamp\":\"00:25:09\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So you mean in this side?\",\"timestamp\":\"00:25:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Mm-hmm.\",\"timestamp\":\"00:25:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:25:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:25:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then this merge values, does that just make this pop up or does it merge the values from the form over here?\",\"timestamp\":\"00:26:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, this makes that pop up.\",\"timestamp\":\"00:26:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Got it.\",\"timestamp\":\"00:26:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:26:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:26:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So usually what I'm used to doing is like just copying and pasting it into there.\",\"timestamp\":\"00:26:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It still copies it if you click it, I think.\",\"timestamp\":\"00:26:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Does it not?\",\"timestamp\":\"00:26:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Mm-mm.\",\"timestamp\":\"00:26:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Can you go up to the top of your screen and see a version you're using?\",\"timestamp\":\"00:27:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It does it for me, so I don't know.\",\"timestamp\":\"00:27:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know why I wouldn't do it for you.\",\"timestamp\":\"00:27:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Are you sure it's not copying it?\",\"timestamp\":\"00:27:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You're 100% sure like you can paste something into your clipboard and double check that because the only other thing I can think is that you don't have\",\"timestamp\":\"00:27:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Privileges to do that, and I'll need to reach out to your Greg.\",\"timestamp\":\"00:28:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"OK, yeah, because I'm sure I'm not very techie, but I do know how to.\",\"timestamp\":\"00:28:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Can you do the student just humor me and click it again and then go to the form field on the right and right click so I can see.\",\"timestamp\":\"00:28:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I can have something to show Greg because I don't know what to tell them clicking.\",\"timestamp\":\"00:28:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Right.\",\"timestamp\":\"00:28:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's what I'm talking about.\",\"timestamp\":\"00:28:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's on the right.\",\"timestamp\":\"00:28:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Click into one of those fields, please.\",\"timestamp\":\"00:28:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, one of these.\",\"timestamp\":\"00:28:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:28:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"What is what do you mean?\",\"timestamp\":\"00:28:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:28:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, I don't see that you have anything in there or that you're actually in any of those fields.\",\"timestamp\":\"00:28:41\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You mean I need to type like the name?\",\"timestamp\":\"00:28:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Can you just click Command V on your keyboard for me?\",\"timestamp\":\"00:28:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:29:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So it is copying.\",\"timestamp\":\"00:29:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's not working on my mouse.\",\"timestamp\":\"00:29:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's just doing it.\",\"timestamp\":\"00:29:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"OK.\",\"timestamp\":\"00:29:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because I don't copy and paste that way.\",\"timestamp\":\"00:29:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I just do the right click.\",\"timestamp\":\"00:29:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But OK.\",\"timestamp\":\"00:29:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So what?\",\"timestamp\":\"00:29:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right click.\",\"timestamp\":\"00:29:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"What do you mean?\",\"timestamp\":\"00:29:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right click isn't working?\",\"timestamp\":\"00:29:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, that's on your I don't have any control over that.\",\"timestamp\":\"00:29:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's your app.\",\"timestamp\":\"00:29:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"OK, yeah, that's fine.\",\"timestamp\":\"00:29:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm just saying that that's safe to your.\",\"timestamp\":\"00:29:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I was just trying to find out if it's copying and pasting.\",\"timestamp\":\"00:29:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"it is copying value.\",\"timestamp\":\"00:29:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:29:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"OK, let me try last.\",\"timestamp\":\"00:29:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Hmm.\",\"timestamp\":\"00:30:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Weird.\",\"timestamp\":\"00:30:42\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, that worked.\",\"timestamp\":\"00:30:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"OK, so basically I could do that for this full form.\",\"timestamp\":\"00:31:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then how do I save it?\",\"timestamp\":\"00:31:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It should save as you work, but once you have them all set, or as you're setting them, there's a button at the top that says to pull the values from the page.\",\"timestamp\":\"00:31:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So let's just say I wanted to just do first and last.\",\"timestamp\":\"00:31:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So where's the button that'll pull from the page?\",\"timestamp\":\"00:31:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Move your mouse up and to the right, too far, to the left, to the right, and up.\",\"timestamp\":\"00:31:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It says pull values from page.\",\"timestamp\":\"00:31:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's below pending business.\",\"timestamp\":\"00:31:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's right.\",\"timestamp\":\"00:32:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's what it did.\",\"timestamp\":\"00:32:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It did what you, it set them.\",\"timestamp\":\"00:32:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But shouldn't it pull the contacts first and last name?\",\"timestamp\":\"00:32:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, we're not in that.\",\"timestamp\":\"00:32:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We don't have a context of who the person is.\",\"timestamp\":\"00:32:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You're setting up the merge.\",\"timestamp\":\"00:32:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, not in this case.\",\"timestamp\":\"00:32:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, so how do go?\",\"timestamp\":\"00:32:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"setting up the form.\",\"timestamp\":\"00:32:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"This has nothing to do with Drake.\",\"timestamp\":\"00:32:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:32:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's you saying where the merge fields go.\",\"timestamp\":\"00:32:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, cause we're just saving the form.\",\"timestamp\":\"00:32:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's not like actually doing.\",\"timestamp\":\"00:32:41\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:32:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Got it.\",\"timestamp\":\"00:32:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm just, so I'm trying to understand like how, so when I do this, then how do I save it and have it?\",\"timestamp\":\"00:32:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Cause now it's actually, that's not the form name I want.\",\"timestamp\":\"00:32:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Again, you know, these are, this is not like a, like a science here.\",\"timestamp\":\"00:33:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We're doing something we're not really supposed to be doing.\",\"timestamp\":\"00:33:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So keep in mind that I'm only have access to the information I can scrape from their website and it's a piece of .\",\"timestamp\":\"00:33:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So mind that that's what we're dealing with.\",\"timestamp\":\"00:33:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You saying it might not work like it did in FileMaker?\",\"timestamp\":\"00:33:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, it'll a hundred percent work.\",\"timestamp\":\"00:33:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's better than it was and more stable than it was.\",\"timestamp\":\"00:33:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's just, there's no difference in the techniques that I'm using.\",\"timestamp\":\"00:33:32\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:33:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm just trying to, so I, I need to be able to show the processors, like how they can take a client.\",\"timestamp\":\"00:33:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"you're, you're, you're mixing up two things though.\",\"timestamp\":\"00:33:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you've got, there's two things.\",\"timestamp\":\"00:33:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's setting up the form and then there's the actual process, the process of them running it.\",\"timestamp\":\"00:33:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You're conflating those two things.\",\"timestamp\":\"00:33:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They're not the same thing.\",\"timestamp\":\"00:33:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's, you said.\",\"timestamp\":\"00:33:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't, I don't, I don't believe they're the same thing.\",\"timestamp\":\"00:33:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm, I.\",\"timestamp\":\"00:33:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm asking you to show me like how I saved the form, so then that we can go back in later.\",\"timestamp\":\"00:34:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's saving as you go.\",\"timestamp\":\"00:34:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You don't need to do anything.\",\"timestamp\":\"00:34:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, okay.\",\"timestamp\":\"00:34:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So that's my answer.\",\"timestamp\":\"00:34:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I don't have a save button or anything like that.\",\"timestamp\":\"00:34:09\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You just put it.\",\"timestamp\":\"00:34:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"See, I didn't know that.\",\"timestamp\":\"00:34:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'm just trying to understand.\",\"timestamp\":\"00:34:13\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I didn't know that it just automatically saves.\",\"timestamp\":\"00:34:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And you need to check the fields you want to set on the left.\",\"timestamp\":\"00:34:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's why they're grayed out if they're not checked.\",\"timestamp\":\"00:34:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You need to set the fields you want set.\",\"timestamp\":\"00:34:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's a checkbox on the left.\",\"timestamp\":\"00:34:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, I see.\",\"timestamp\":\"00:34:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Under cover sheet.\",\"timestamp\":\"00:34:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you need to check the fields that you want included.\",\"timestamp\":\"00:34:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's why they're grayed out.\",\"timestamp\":\"00:34:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:34:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Sounds good.\",\"timestamp\":\"00:34:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because there can be values on.\",\"timestamp\":\"00:34:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm trying not to give you too much information because I can tell.\",\"timestamp\":\"00:34:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You said you're not in technical, so I'm just trying to understand how to explain this to you as best I can.\",\"timestamp\":\"00:34:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's values in the form that you may not want on there.\",\"timestamp\":\"00:34:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That 3608 is a value on the form.\",\"timestamp\":\"00:34:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Not for me.\",\"timestamp\":\"00:34:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Nothing we're doing.\",\"timestamp\":\"00:34:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's just...\",\"timestamp\":\"00:34:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Something in the form.\",\"timestamp\":\"00:35:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know.\",\"timestamp\":\"00:35:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It says FLIProducer.\",\"timestamp\":\"00:35:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"None of that is from me.\",\"timestamp\":\"00:35:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's all the form.\",\"timestamp\":\"00:35:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So whatever that number is, we don't want that.\",\"timestamp\":\"00:35:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So that's why it's unchecked.\",\"timestamp\":\"00:35:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So there could be values on the form that even though you pulled what you said, thought you set, we still don't want to deal with that.\",\"timestamp\":\"00:35:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:35:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So just check everything that is wanted.\",\"timestamp\":\"00:35:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And there, I'm just trying to explain.\",\"timestamp\":\"00:35:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's two ways to do this.\",\"timestamp\":\"00:35:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We're not dealing with one form.\",\"timestamp\":\"00:35:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I don't know, like, you know, again, this is to allow you to have as much or as little interaction you want.\",\"timestamp\":\"00:35:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can put the fields right into that value.\",\"timestamp\":\"00:35:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can copy them over there.\",\"timestamp\":\"00:35:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can put them into the form and pull them, or you can push them across as well, just to test.\",\"timestamp\":\"00:35:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you, under owner date of birth there, you can just type test in there and push the button to the right of it.\",\"timestamp\":\"00:35:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And it'll actually put it where the form is.\",\"timestamp\":\"00:35:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So it'll go back and forth.\",\"timestamp\":\"00:35:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:35:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But just keep in mind that it probably won't work, actually, because that's not a valid date of birth.\",\"timestamp\":\"00:36:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's a bad field to test that on.\",\"timestamp\":\"00:36:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But yeah.\",\"timestamp\":\"00:36:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"OK, OK, that makes sense.\",\"timestamp\":\"00:36:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I just need to go through here.\",\"timestamp\":\"00:36:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, because everything is checked.\",\"timestamp\":\"00:36:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"OK, got it.\",\"timestamp\":\"00:36:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I do think that at one point, I made it so you can actually test by clicking that Run button.\",\"timestamp\":\"00:36:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You could try pressing that and see if Drake's still loaded.\",\"timestamp\":\"00:36:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, no, that's just to navigate to the actual field.\",\"timestamp\":\"00:36:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"OK, that's what that one is.\",\"timestamp\":\"00:36:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That one just points at the field.\",\"timestamp\":\"00:36:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So the same way if you hover on the right, clicking that button will point it at the field in the form.\",\"timestamp\":\"00:36:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Got it.\",\"timestamp\":\"00:36:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It goes down to.\",\"timestamp\":\"00:36:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Gotcha.\",\"timestamp\":\"00:37:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:37:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, I'm not a techie person, but I can figure it out.\",\"timestamp\":\"00:37:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I think I just need time.\",\"timestamp\":\"00:37:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"There's a lot going on, so I just need to play with it and look at it and stuff.\",\"timestamp\":\"00:37:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I just wasn't sure where this fillable one was.\",\"timestamp\":\"00:37:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:37:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:37:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So let's talk about pending business.\",\"timestamp\":\"00:37:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So stage administration.\",\"timestamp\":\"00:37:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:37:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I changed these a little bit.\",\"timestamp\":\"00:37:40\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I think we've got it kind of where we want it.\",\"timestamp\":\"00:37:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Um, one thing, and I know you said that on the chat, the, the delete button.\",\"timestamp\":\"00:37:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"We can take out.\",\"timestamp\":\"00:38:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That was established before I was here.\",\"timestamp\":\"00:38:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I talked to Letty about it.\",\"timestamp\":\"00:38:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"talked to Drake about it.\",\"timestamp\":\"00:38:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And yeah, we don't need delete.\",\"timestamp\":\"00:38:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So if you want to take it out of there.\",\"timestamp\":\"00:38:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I know you said- What was it being used before before?\",\"timestamp\":\"00:38:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I have no idea.\",\"timestamp\":\"00:38:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, there's a lot that are marked delete in there.\",\"timestamp\":\"00:38:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm just curious.\",\"timestamp\":\"00:38:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Before my time, I've never used it.\",\"timestamp\":\"00:38:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I never saw the point because whenever we have an active line item, if we're no longer working on it, we would just cancel it.\",\"timestamp\":\"00:38:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because we don't want it to go away.\",\"timestamp\":\"00:38:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I, I assume as you did that delete means you want it to be out of there at some point, but I never used it.\",\"timestamp\":\"00:38:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I kind of assumed it might be for client servicing advisors, something like that.\",\"timestamp\":\"00:38:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I have no idea, but I, we can, we can take it out.\",\"timestamp\":\"00:38:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Everything delete, I guess.\",\"timestamp\":\"00:38:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes, that could be archive.\",\"timestamp\":\"00:39:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:39:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Same with TDA line items.\",\"timestamp\":\"00:39:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"There's a lot that we did TD Ameritrade.\",\"timestamp\":\"00:39:09\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I know that that was one of like the status option right here, TDA stuff.\",\"timestamp\":\"00:39:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I talked to Letty about that.\",\"timestamp\":\"00:39:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Can we get that archived as well, all those items?\",\"timestamp\":\"00:39:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So we're not having them.\",\"timestamp\":\"00:39:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"What do you mean when you say archived?\",\"timestamp\":\"00:39:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sorry, I'm not that one.\",\"timestamp\":\"00:39:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, just we don't do TD Ameritrade anymore.\",\"timestamp\":\"00:39:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"We don't want them to be like deleted.\",\"timestamp\":\"00:39:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But can they be stored somewhere else that's not in active pending business?\",\"timestamp\":\"00:39:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well completed would indicate that it's not active, no.\",\"timestamp\":\"00:40:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I guess I don't understand.\",\"timestamp\":\"00:40:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:40:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't understand what you mean by stored.\",\"timestamp\":\"00:40:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Just like not have it as an option, but we don't want it to go away completely because there shouldn't ever be an option for that anymore.\",\"timestamp\":\"00:40:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We're using the new process.\",\"timestamp\":\"00:40:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, okay.\",\"timestamp\":\"00:40:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well then that takes care of that.\",\"timestamp\":\"00:40:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"We're not, you're not, you're not going to be doing that list on the right.\",\"timestamp\":\"00:40:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just left it in there because we need to figure out what to do with the open.\",\"timestamp\":\"00:40:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:40:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I mean, ideally, the idea is that you're not, right now you're clicking like four things, which are all kind of the one thing in the process line.\",\"timestamp\":\"00:40:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:40:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's the idea is to do away with the four things.\",\"timestamp\":\"00:40:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like if you say that it's issued, then okay, great.\",\"timestamp\":\"00:40:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We know that when you say it's issued, we need to put in the, you know, that it was the date for that.\",\"timestamp\":\"00:40:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's what that's all for.\",\"timestamp\":\"00:40:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you're not clicking, you don't have to remember to click four things.\",\"timestamp\":\"00:41:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And when you train somebody, you're just training them on one thing, which is the process line.\",\"timestamp\":\"00:41:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And there's certain exceptions that each step that occur, right?\",\"timestamp\":\"00:41:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, that's rather than saying, okay, when you get the expected date, don't forget to put the amount in and don't forget to put the data.\",\"timestamp\":\"00:41:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And it's just like, here, click this.\",\"timestamp\":\"00:41:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And it's going to ask you for that.\",\"timestamp\":\"00:41:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right?\",\"timestamp\":\"00:41:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, totally.\",\"timestamp\":\"00:41:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then the days, I mean, if there's anything I missed or I don't know about those, we need to talk about those as well.\",\"timestamp\":\"00:41:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But I mean, that's no, and that's if this list is like going away, then yeah, I don't want that list.\",\"timestamp\":\"00:41:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't like that list.\",\"timestamp\":\"00:41:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know who designed that list.\",\"timestamp\":\"00:41:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It wasn't me.\",\"timestamp\":\"00:41:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It was, it was before my time.\",\"timestamp\":\"00:41:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I just, that was what we wound up with.\",\"timestamp\":\"00:41:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And yeah, like I told you, I want to do a with that.\",\"timestamp\":\"00:41:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know that, so I don't 100% know yet how to transition away from that fully, which is why I left it there until I can figure that out.\",\"timestamp\":\"00:41:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And that I have not come up with a full solution to that.\",\"timestamp\":\"00:41:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, we need to make sure that everything that was in.\",\"timestamp\":\"00:41:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That list is transitioned to the new list in some way, or is for reporting purposes, and I don't know how to do that 100% yet.\",\"timestamp\":\"00:42:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm not 100% sure.\",\"timestamp\":\"00:42:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I need to talk with Stuart and figure out how we go about doing that.\",\"timestamp\":\"00:42:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If somebody needs to go through it manually and select them, or if I need to keep them in sync, that's why I put it there.\",\"timestamp\":\"00:42:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If I do need to keep them in sync and make sure that you're able to say what each one of the steps on the left relates to the right, I might do that.\",\"timestamp\":\"00:42:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm not 100% sure yet.\",\"timestamp\":\"00:42:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Cool.\",\"timestamp\":\"00:42:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"All right, so hold-ups.\",\"timestamp\":\"00:42:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"As we've already done the stages, right, which all looks good.\",\"timestamp\":\"00:42:42\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Um, the hold-ups.\",\"timestamp\":\"00:42:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I believe that we can, like, obviously, like, take these things out because we have this...\",\"timestamp\":\"00:42:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"The stages, can we just make holdups that we can put in there if something is actually being held up, such as Nygo's statement, you know, they can actually could do that.\",\"timestamp\":\"00:43:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, you could use that for that now.\",\"timestamp\":\"00:43:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's the way I thought you'd used it.\",\"timestamp\":\"00:43:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's the way I understood it originally.\",\"timestamp\":\"00:43:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, cool.\",\"timestamp\":\"00:43:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Can we just, is there any way to just make it simple and just have a couple of these?\",\"timestamp\":\"00:43:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, but I mean, I don't know.\",\"timestamp\":\"00:43:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you need to decide, like, somebody's got to go through and make sure and have a way to set them.\",\"timestamp\":\"00:43:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"didn't want to remove that data so you know where you're at.\",\"timestamp\":\"00:43:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, actually, you know, did I already do that?\",\"timestamp\":\"00:43:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think I might have actually updated it.\",\"timestamp\":\"00:43:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So it's, I can't remember if I did that or not.\",\"timestamp\":\"00:43:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I thought about doing that.\",\"timestamp\":\"00:43:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think that the next thing is to say, for the holdups, how do we set the current ones to what they need to be in the stage?\",\"timestamp\":\"00:43:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I think that's the only thing.\",\"timestamp\":\"00:44:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If you want me to clear that out, that's fine.\",\"timestamp\":\"00:44:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just need to make sure that you have the data on in the new field before I do that.\",\"timestamp\":\"00:44:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"the stages.\",\"timestamp\":\"00:44:09\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, gotcha.\",\"timestamp\":\"00:44:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That makes a lot of sense because there's like, whatever, how many are in this?\",\"timestamp\":\"00:44:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, click one of those.\",\"timestamp\":\"00:44:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't remember if I did that or not.\",\"timestamp\":\"00:44:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think it occurred to me.\",\"timestamp\":\"00:44:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm not sure if I actually moved all the ones from that stage.\",\"timestamp\":\"00:44:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, they're not.\",\"timestamp\":\"00:44:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So, I mean, I think like if you click on remove, get out of that popover, just click escape, I think.\",\"timestamp\":\"00:44:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:44:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So like that second one there, that's still in the allocation step and it says pending processing.\",\"timestamp\":\"00:44:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, that one's fine too.\",\"timestamp\":\"00:44:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like that one, that second step needs to go to allocation, right?\",\"timestamp\":\"00:44:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's not, we're way past sign date.\",\"timestamp\":\"00:44:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Right.\",\"timestamp\":\"00:44:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Right.\",\"timestamp\":\"00:44:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So click on the drop down list on the one below.\",\"timestamp\":\"00:44:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"One that says signed.\",\"timestamp\":\"00:44:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Neville, Sharon.\",\"timestamp\":\"00:45:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There you go, that one.\",\"timestamp\":\"00:45:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if I move that to allocation, and again, it says, it says allocation on the, is there a reason you're still using the abbreviation?\",\"timestamp\":\"00:45:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is that just a familiarity thing?\",\"timestamp\":\"00:45:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Or is there like a, some kind of naming convention?\",\"timestamp\":\"00:45:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"For these?\",\"timestamp\":\"00:45:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, why are you using the abbreviation?\",\"timestamp\":\"00:45:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like, what was the purpose for the abbreviation?\",\"timestamp\":\"00:45:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, because when we would copy and paste all those holdups, so that it wouldn't be a million miles long, so we just shortened everything as much as we could.\",\"timestamp\":\"00:45:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think it would help in your training if you just use the physical naming, so you don't have to have a chart explaining what it is.\",\"timestamp\":\"00:45:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:45:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Just moving forward.\",\"timestamp\":\"00:45:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You guys can do whatever you want.\",\"timestamp\":\"00:45:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I'm just telling, I would think that it would make more sense from a training aspect just to name it the full name.\",\"timestamp\":\"00:46:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And there's no reason in a database to do that unless it's like a spacing issue or you do actually use those terminologies internally and it's not you don't actually use the full name.\",\"timestamp\":\"00:46:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I mean, we do, especially in notes, they'll use like that verbiage in the notes, but it's not necessarily we could we could definitely just use the full name in the stages for sure.\",\"timestamp\":\"00:46:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, totally.\",\"timestamp\":\"00:46:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I can try to move them forward based on their current step.\",\"timestamp\":\"00:46:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I'm assuming if we go back to that last one and the other I think the other problem is a lot of these aren't actually assigned was the other problem for the ones that actually aren't assigned properly.\",\"timestamp\":\"00:46:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Those will just kind of linger, but you'll need to go fix those because there's there are some.\",\"timestamp\":\"00:46:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm in there that aren't assigned like the proper task, but I can make it so that that one goes to, so if they're assigned to allocation, they should be in hold, right?\",\"timestamp\":\"00:47:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They should have had hold selected, right?\",\"timestamp\":\"00:47:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Correct.\",\"timestamp\":\"00:47:13\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, but here's the thing is that not necessarily, we can go from mail time to like all of a sudden we've got it.\",\"timestamp\":\"00:47:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"We know it's all there.\",\"timestamp\":\"00:47:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's perfect.\",\"timestamp\":\"00:47:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"We skip these two steps and we go to allocation.\",\"timestamp\":\"00:47:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"timestamp\":\"00:47:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But actually clicking.\",\"timestamp\":\"00:47:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, I mean, I can just make the current step out the allocation.\",\"timestamp\":\"00:47:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, whatever.\",\"timestamp\":\"00:47:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That one's complete though.\",\"timestamp\":\"00:47:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"technically that one shouldn't have a holdup.\",\"timestamp\":\"00:47:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Exactly.\",\"timestamp\":\"00:47:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Maybe someone just didn't remove allocation from that.\",\"timestamp\":\"00:47:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, probably.\",\"timestamp\":\"00:47:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Or is that something that's wrong?\",\"timestamp\":\"00:47:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, I'm not saying that it's not like the database.\",\"timestamp\":\"00:47:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It could have just added all.\",\"timestamp\":\"00:47:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"both\u1eadn, out.\",\"timestamp\":\"00:47:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank\",\"timestamp\":\"00:47:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"The hold-ups on all of them, but either they left it in that allocation stage or.\",\"timestamp\":\"00:48:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, you don't need to.\",\"timestamp\":\"00:48:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Don't click it now because it's not true.\",\"timestamp\":\"00:48:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's at that stage.\",\"timestamp\":\"00:48:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But so for all the ones that are complete, there wouldn't be a hold-up for any that's complete regardless of why it's like that.\",\"timestamp\":\"00:48:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, we can clear them.\",\"timestamp\":\"00:48:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And if it says hold, that's the current stage, right?\",\"timestamp\":\"00:48:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:48:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then there's that one down there that says move or hold, hold or move, move or hold.\",\"timestamp\":\"00:48:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They have that backwards or forward on the actual list to the left of your cursor, to the left.\",\"timestamp\":\"00:48:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, right here?\",\"timestamp\":\"00:48:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:48:50\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, that's interesting.\",\"timestamp\":\"00:48:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Move or hold?\",\"timestamp\":\"00:48:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I haven't seen that.\",\"timestamp\":\"00:48:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I've only just.\",\"timestamp\":\"00:48:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So maybe that's just something where you, a custom thing.\",\"timestamp\":\"00:49:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes.\",\"timestamp\":\"00:49:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:49:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Cause yeah, it looks like, oh, I see.\",\"timestamp\":\"00:49:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's where they're actually adding their own, like journal 50% in.\",\"timestamp\":\"00:49:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's not a thing that's specific to that line.\",\"timestamp\":\"00:49:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it'd just be nice.\",\"timestamp\":\"00:49:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:49:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"If holdups, we just add ourselves and maybe we clear all of them, just have the stages.\",\"timestamp\":\"00:49:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"then if there's something.\",\"timestamp\":\"00:49:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:49:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, again, you can definitely do that now.\",\"timestamp\":\"00:49:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's nothing stopping you from typing in whatever you want there.\",\"timestamp\":\"00:49:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Cause that's what I thought you did anyways.\",\"timestamp\":\"00:49:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So the only reason it's displaying those is cause they exist.\",\"timestamp\":\"00:49:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The only reason they're in the filter is because they're somebody who used them.\",\"timestamp\":\"00:49:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So whatever you put in there is going to show up in your list.\",\"timestamp\":\"00:49:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you put banana split in there, it's going to show up in your list.\",\"timestamp\":\"00:49:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you need to train everybody that don't, you know, don't be, you know, if you don't want things showing up in there.\",\"timestamp\":\"00:49:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, the other thing that we can do is, is, is create a list of holdups.\",\"timestamp\":\"00:49:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So.\",\"timestamp\":\"00:49:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:49:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That can add so you don't get a bunch of crazy things unless that's not feasible and you need to do whatever you want in there.\",\"timestamp\":\"00:50:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, that's what I have is like a small list.\",\"timestamp\":\"00:50:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"just had NIGO statement, raise cash, and other.\",\"timestamp\":\"00:50:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then I was hoping like other they could just type whatever they want.\",\"timestamp\":\"00:50:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And that would be it that they would be able to put in holdups.\",\"timestamp\":\"00:50:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I think that would pretty much cover it because those three things are the main things that hold up a line item.\",\"timestamp\":\"00:50:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Other than, you know, weird, one off things, maybe they need to call the client or something like that, they could put in there.\",\"timestamp\":\"00:50:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But, but yeah, I think just moving all of these things to stages, like they don't we don't need to have like, like they should just know from here.\",\"timestamp\":\"00:50:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Like you said, so.\",\"timestamp\":\"00:50:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:50:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, so I put in dates for some of those.\",\"timestamp\":\"00:50:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That, oh, so let me, let me do this.\",\"timestamp\":\"00:51:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Let me look for myself so I don't mess up anything.\",\"timestamp\":\"00:51:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, that's fun.\",\"timestamp\":\"00:51:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I just, what?\",\"timestamp\":\"00:51:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, it's because of this.\",\"timestamp\":\"00:51:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Where?\",\"timestamp\":\"00:51:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So, so let's say that we're in here.\",\"timestamp\":\"00:51:41\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So can we, so it's, it just has the next update.\",\"timestamp\":\"00:51:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Just like we had in FileMaker, can we make it so that there's an automatic note as well, like maybe underneath?\",\"timestamp\":\"00:51:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"time.\",\"timestamp\":\"00:51:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So they have to write a note for every time they move a stage, because they will not, and then no one will, if there needs to be more details in this, no one will understand what's going on.\",\"timestamp\":\"00:52:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So a next update date, and then a, and then a note.\",\"timestamp\":\"00:52:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:52:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Let's see.\",\"timestamp\":\"00:52:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, that'd be awesome.\",\"timestamp\":\"00:52:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Then we could do, which one was that?\",\"timestamp\":\"00:52:32\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"This one.\",\"timestamp\":\"00:52:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:52:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then it can just show there.\",\"timestamp\":\"00:52:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"All right.\",\"timestamp\":\"00:52:42\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's all I got.\",\"timestamp\":\"00:52:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:52:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Cool.\",\"timestamp\":\"00:52:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Perfect.\",\"timestamp\":\"00:52:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, thank you for your help.\",\"timestamp\":\"00:52:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That makes a lot more sense.\",\"timestamp\":\"00:52:50\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Sorry.\",\"timestamp\":\"00:52:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm not, I'm good at moving money.\",\"timestamp\":\"00:52:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm not the best at knowing what button to push for things.\",\"timestamp\":\"00:52:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So.\",\"timestamp\":\"00:52:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Thanks for bearing with me.\",\"timestamp\":\"00:53:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"know I'm not always good at explaining things.\",\"timestamp\":\"00:53:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Anyways, I'll get all that other stuff in there.\",\"timestamp\":\"00:53:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, let me know if there's anything else or if you have any trouble with those form fills.\",\"timestamp\":\"00:53:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:53:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think we're good on that mostly.\",\"timestamp\":\"00:53:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You should be able to start using that.\",\"timestamp\":\"00:53:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If there's anything that's confusing or doesn't quite work the way you want, just let me know.\",\"timestamp\":\"00:53:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:53:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"All right.\",\"timestamp\":\"00:53:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't have to use it, keep in mind, and I haven't really used it because I don't have access.\",\"timestamp\":\"00:53:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I was trying to make it easier with some of those features, but I think it should follow remotely the way we had it before.\",\"timestamp\":\"00:53:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Perfect.\",\"timestamp\":\"00:53:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then also, I think that I heard that there might be something with an API for Schwab.\",\"timestamp\":\"00:53:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I was going to mention that earlier, so I don't know if They're in talks.\",\"timestamp\":\"00:53:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Where you guys are at on.\",\"timestamp\":\"00:53:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, they're in talks, but I, or maybe it was Autopop.\",\"timestamp\":\"00:54:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"was one of those.\",\"timestamp\":\"00:54:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Somebody said something about an API.\",\"timestamp\":\"00:54:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't remember if that was Stuart or something else, but yeah.\",\"timestamp\":\"00:54:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So they're trying to integrate what we do in Schwab into Autopop, which we can do out of here anyway.\",\"timestamp\":\"00:54:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it would kind of bridge that gap.\",\"timestamp\":\"00:54:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm cautiously optimistic because they said that was happening a year and a half ago and then it got canceled out of nowhere.\",\"timestamp\":\"00:54:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So hopefully it works out this time.\",\"timestamp\":\"00:54:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That'd be great.\",\"timestamp\":\"00:54:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:54:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, I mean, if you do come across another one too, that you need, I don't know exactly a hundred percent how you use it, but we, I started to put in there like a way that plus button up there isn't working, but if you need to bookmark a new site, I think it'll be pretty easy to do that.\",\"timestamp\":\"00:54:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:54:42\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:54:43\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I just stopped doing that, but that's in there too.\",\"timestamp\":\"00:54:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Just keep in mind, it's just a placeholder for now.\",\"timestamp\":\"00:54:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I was just thinking about that, that there's a, this plus button here I'm looking at.\",\"timestamp\":\"00:54:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I don't know if that, if that becomes a need, I'll finish that off, but for now it's not working.\",\"timestamp\":\"00:54:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Gotcha.\",\"timestamp\":\"00:54:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Gotcha.\",\"timestamp\":\"00:54:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But other than that, everything else on that page should be working.\",\"timestamp\":\"00:55:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If not, let me know.\",\"timestamp\":\"00:55:02\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"OK, will do.\",\"timestamp\":\"00:55:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'll play with it some more, and I'll build those forums, and I'll reach out if I get held up anywhere.\",\"timestamp\":\"00:55:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"All right, I appreciate you.\",\"timestamp\":\"00:55:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Thanks, Rebecca.\",\"timestamp\":\"00:55:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Thanks for your patience.\",\"timestamp\":\"00:55:13\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Of course, of course, thanks.\",\"timestamp\":\"00:55:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Bye.\",\"timestamp\":\"00:55:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Bye.\",\"timestamp\":\"00:55:16\"}],\"transcript_language\":\"en\",\"url\":\"https:\/\/fathom.video\/calls\/840879925\"}"},"script":"Fathom | Incoming Log"}
Result: {"response":{"scriptError":"0","recordId":"174","modId":"0"},"messages":[{"code":"0","message":"OK"}]}
-------------------------
URL: https://dev1.gofmhost.com/fmi/data/v1/databases/theboss/sessions/7dc54c1cd3334d5e9cbe6e7914b93df65d89f2c286ea00168677
token:7dc54c1cd3334d5e9cbe6e7914b93df65d89f2c286ea00168677
Post Fields: {"fieldData":{"json_Received":"{\"action_items\":[{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Email Stuart re: PDF form-fill from Contacts\/Assets; confirm approach\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/840879925?timestamp=344.9999\",\"recording_timestamp\":\"00:05:44\",\"user_generated\":false},{\"assignee\":{\"email\":null,\"name\":\"Rebecca Voyzey\",\"team\":null},\"completed\":false,\"description\":\"Email Sean Autopop + Firelight logins; then Sean send form-fill video\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/840879925?timestamp=1101.9999\",\"recording_timestamp\":\"00:18:21\",\"user_generated\":false},{\"assignee\":{\"email\":null,\"name\":\"Rebecca Voyzey\",\"team\":null},\"completed\":false,\"description\":\"Build Schwab\/Fidelity transfer web forms in Form Fill Manager; test w\/ Drake\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/840879925?timestamp=1156.9999\",\"recording_timestamp\":\"00:19:16\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Remove Delete status from Pending Business; archive items\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/840879925?timestamp=2258.9999\",\"recording_timestamp\":\"00:37:38\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Consult Stuart re: transition off legacy Pending Business list; then implement\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/840879925?timestamp=2519.9999\",\"recording_timestamp\":\"00:41:59\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Migrate legacy holdups to Stages; then clear old holdups\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/840879925?timestamp=2618.9999\",\"recording_timestamp\":\"00:43:38\",\"user_generated\":false},{\"assignee\":{\"email\":null,\"name\":\"Rebecca Voyzey\",\"team\":null},\"completed\":false,\"description\":\"Update Stages to use full names; train processors\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/840879925?timestamp=2736.9999\",\"recording_timestamp\":\"00:45:36\",\"user_generated\":false},{\"assignee\":{\"email\":\"etechnologies34@gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"completed\":false,\"description\":\"Implement required Next Update date + note on stage change\",\"recording_playback_url\":\"https:\/\/fathom.video\/calls\/840879925?timestamp=3101.9999\",\"recording_timestamp\":\"00:51:41\",\"user_generated\":false}],\"calendar_invitees\":[{\"email\":\"etechnologies34@gmail.com\",\"email_domain\":\"gmail.com\",\"is_external\":false,\"matched_speaker_display_name\":\"Sean Kruger\",\"name\":\"Sean Kruger\"}],\"calendar_invitees_domains_type\":\"one_or_more_external\",\"created_at\":\"2026-09-28T20:57:04Z\",\"crm_matches\":null,\"default_summary\":{\"markdown_formatted\":\"## Meeting Purpose\\n\\n[Clarify FileMaker solution functionality and pending business workflow.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=3.0)\\n\\n## Key Takeaways\\n\\n  - [**Form Filling:** The solution will support two form-filling contexts (Contact & Asset) to align with the pre-pending business workflow, overriding the initial plan for a single, stage-gated process.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=323.0)\\n  - [**Form Programming:** Rebecca was trained on the `Form Fill Manager` to program web forms (e.g., Firelight) by mapping fields, using `Scan Fields` and `Pull values from page`.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=919.0)\\n  - [**Pending Business Workflow:** The workflow will be simplified by removing the old \\\"Holdups\\\" list and requiring a mandatory note for every stage change to ensure clear tracking.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=2246.0)\\n  - [**Data Archiving:** Sean will archive obsolete \\\"Delete\\\" and \\\"TDA\\\" statuses, migrating their data to the new workflow stages before removal.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=2269.0)\\n\\n## Topics\\n\\n### Form Filling & Workflow Alignment\\n\\n  - [**Problem:** The initial design restricted form filling to the \\\"Pending Business\\\" stage, which conflicts with the actual workflow.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=180.0)\\n  - [**Rationale:** Processors often need to generate forms *before* a pending business line item is created. This is critical for preparing paperwork for client meetings and handling wet-signature requirements.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=229.0)\\n  - [**Solution:** The system will support two form-filling contexts:](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=323.0)\\n      - [**Contact View:** Populates general client info (name, SSN).](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=323.0)\\n      - [**Asset View:** Populates client info plus asset-specific details (e.g., account number).](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=323.0)\\n\\n### Programming Web Forms (Firelight)\\n\\n  - [**Tool:** `Form Fill Manager` (Admin \\\\> Form Fill Manager Admin).](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=975.0)\\n  - [**Process:**](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=919.0)\\n    1.  [**Scan Fields:** Use the `Scan Fields` button to auto-detect fields on the target web page.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=1093.0)\\n    2.  [**Map Fields:** Drag and drop CRM fields (e.g., `Contact::First Name`) into the corresponding merge value fields.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=1128.0)\\n    3.  [**Set Values:** Use the `Pull values from page` button to apply the mapped values to the form.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=1890.0)\\n    4.  [**Save:** Changes save automatically.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=2040.0)\\n\\n### Pending Business Workflow Simplification\\n\\n  - [**Goal:** Simplify the UI and improve data integrity.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=2246.0)\\n  - [**Actions:**](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=2246.0)\\n      - [**Remove \\\"Delete\\\" Status:** Obsolete; \\\"Cancel\\\" is the correct action for inactive items.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=2269.0)\\n      - [**Archive \\\"TDA\\\" Status:** Obsolete; all TD Ameritrade items will be moved to an archived state.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=2347.0)\\n      - [**Simplify \\\"Holdups\\\" List:** Replaced with a short, user-editable list (`NIGO statement`, `Raise cash`, `Other`) to prevent clutter.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=2995.0)\\n      - [**Require Notes on Stage Change:** A mandatory note field will be added to the stage update popover to provide context.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=3108.0)\\n      - [**Use Full Stage Names:** Replace abbreviations (e.g., \\\"Alloc\\\") with full names for better clarity and training.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=2705.0)\\n\\n## Next Steps\\n\\n  - [**Sean:**](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=2246.0)\\n      - [Implement dual form-filling contexts (Contact & Asset).](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=323.0)\\n      - [Archive \\\"Delete\\\" and \\\"TDA\\\" statuses after migrating data.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=2269.0)\\n      - [Simplify the \\\"Holdups\\\" list.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=2995.0)\\n      - [Add a mandatory note field to the stage update popover.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=3108.0)\\n  - [**Rebecca:**](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=1105.0)\\n      - [Program web forms using the `Form Fill Manager`.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=919.0)\\n      - [Send Sean logins for Autopop and Firelight for support.](https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK?tab=summary&timestamp=1105.0)\\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\/83400205646?pwd=NRVpgdSW2hT3mGmsfBqkwGWZH4bblM.1\",\"recorded_by\":{\"email\":\"etechnologies34@gmail.com\",\"email_domain\":\"gmail.com\",\"name\":\"Sean Kruger\",\"team\":null},\"recording_end_time\":\"2026-09-28T20:56:55Z\",\"recording_id\":187480313,\"recording_start_time\":\"2026-09-28T20:01:36Z\",\"scheduled_end_time\":\"2026-09-28T21:01:17Z\",\"scheduled_start_time\":\"2026-09-28T20:01:17Z\",\"share_url\":\"https:\/\/fathom.video\/share\/XHzb9ZbSRzexfda2Agfgvy6VzEyzvexK\",\"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\":\"I just wanted to meet with you to go over a few things that I noticed in penning.\",\"timestamp\":\"00:00:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Hello.\",\"timestamp\":\"00:00:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So let's see.\",\"timestamp\":\"00:00:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"First things first.\",\"timestamp\":\"00:00:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So let me go over here and then I'll share my screen with you.\",\"timestamp\":\"00:00:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:00:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:00:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So this is working now.\",\"timestamp\":\"00:00:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's awesome.\",\"timestamp\":\"00:00:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Just a few things.\",\"timestamp\":\"00:00:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So send, so PDF.\",\"timestamp\":\"00:00:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:00:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'm still not able to see, and I tried these and they work great, but the forms from FileMaker, can we bring them over here, all the PDFs that are in FileMaker?\",\"timestamp\":\"00:01:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They are all in there.\",\"timestamp\":\"00:01:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I brought them over already.\",\"timestamp\":\"00:01:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I don't see them here.\",\"timestamp\":\"00:01:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So where would I go to find them?\",\"timestamp\":\"00:01:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"When you say them, which ones are you talking about?\",\"timestamp\":\"00:01:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because you're in contacts right now.\",\"timestamp\":\"00:01:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, those would only be in the asset, I presume.\",\"timestamp\":\"00:01:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't remember how you got those organized.\",\"timestamp\":\"00:01:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But you're only in the contact right now, so those wouldn't show up there.\",\"timestamp\":\"00:01:40\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, I see.\",\"timestamp\":\"00:01:43\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Got it.\",\"timestamp\":\"00:01:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:01:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So...\",\"timestamp\":\"00:01:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If you go into the edit, you would probably see that, the other ones.\",\"timestamp\":\"00:01:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:01:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So let's go to his profile.\",\"timestamp\":\"00:01:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'm in the asset profile.\",\"timestamp\":\"00:01:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So here?\",\"timestamp\":\"00:02:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It would be on the asset, I presume, that you're talking about.\",\"timestamp\":\"00:02:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So if I went to an asset and I go here, right here?\",\"timestamp\":\"00:02:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It would be in the edit.\",\"timestamp\":\"00:02:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm not sure.\",\"timestamp\":\"00:02:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Again, I don't know how you're using those now.\",\"timestamp\":\"00:02:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So are you sending them from the asset?\",\"timestamp\":\"00:02:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'd like the ability to do both, to do the asset and then also just from the contacts, just all of those PDFs that we had in FileMaker, all the Schwab, all the Fidelity.\",\"timestamp\":\"00:02:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But aren't you trying to fill the asset details when you're looking at the assets?\",\"timestamp\":\"00:02:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, we're trying to do like a transfer form.\",\"timestamp\":\"00:02:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it has nothing to do with filling the assets.\",\"timestamp\":\"00:02:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Thanks.\",\"timestamp\":\"00:02:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank\",\"timestamp\":\"00:02:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It doesn't have any, well, that would be the pending business then.\",\"timestamp\":\"00:03:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you should be on pending business, right?\",\"timestamp\":\"00:03:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, we're trying to fill out a form to start pending business.\",\"timestamp\":\"00:03:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So we're trying to like have the client's info and bring it to a form that we could submit to Bob or Fidelity.\",\"timestamp\":\"00:03:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm to get it to the point where it's supposed to be so that there's not, so there's a routine that gets followed.\",\"timestamp\":\"00:03:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't, we don't want to keep short circuiting the system.\",\"timestamp\":\"00:03:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, think it's really important to Stuart that we're able to fill the forms from here.\",\"timestamp\":\"00:03:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"think that, that, that's like one of the number one things he's asked me for.\",\"timestamp\":\"00:03:32\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I want to make sure we're able to.\",\"timestamp\":\"00:03:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I understand a hundred percent, but that's not what I'm saying.\",\"timestamp\":\"00:03:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm saying that there's a, there's a, there's a process and we, you know, the send, if you're trying to fill a form, there should be a point in the process where you're trying to fill that form, not just go.\",\"timestamp\":\"00:03:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, we're not always, that's the thing is that there's really no, it's so specific that it's not as easy as like putting it into like the stages that they're.\",\"timestamp\":\"00:03:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"because born.\",\"timestamp\":\"00:03:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They just need to be able to go in there, grab a form, and have the client's info populated into it so that they can print it out easily for a meeting or anything.\",\"timestamp\":\"00:04:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I think that's complicating it a little bit more than it needs to.\",\"timestamp\":\"00:04:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They know what they need to do.\",\"timestamp\":\"00:04:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"When they get to a certain point in their stages, they know which forms they need and which they don't.\",\"timestamp\":\"00:04:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because here's the thing about that is when we're creating an envelope for a client, some assets that we're bringing over, we need to do wet signature.\",\"timestamp\":\"00:04:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Some are digital.\",\"timestamp\":\"00:04:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"There's really no way to tell until you're in there actually processing.\",\"timestamp\":\"00:04:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So there's really, I see what you're saying, but there's really no cookie cutter way to do that.\",\"timestamp\":\"00:04:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I just need them to be able to go in and populate a PDF form with the client's info or from that asset.\",\"timestamp\":\"00:04:50\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"you're with the client's info\",\"timestamp\":\"00:04:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it adds, you know, the account number for the transfer form.\",\"timestamp\":\"00:05:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, it's not going to know the account number if you do it from a contact.\",\"timestamp\":\"00:05:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's okay.\",\"timestamp\":\"00:05:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because a lot of the times we don't know the account number.\",\"timestamp\":\"00:05:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's okay.\",\"timestamp\":\"00:05:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's totally fine.\",\"timestamp\":\"00:05:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, it's never going to know the asset, you know, where it's coming from because you're not starting from there.\",\"timestamp\":\"00:05:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I would like both options.\",\"timestamp\":\"00:05:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'd like a general just puts in their name and the advisor's code and, or we can also go from the asset as well.\",\"timestamp\":\"00:05:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it would bring that account number here that we do know into the transfer form or what have you, just like we do out of FileMaker now.\",\"timestamp\":\"00:05:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"not changing any, anything.\",\"timestamp\":\"00:05:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, I know you're not.\",\"timestamp\":\"00:05:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I was just told in my discussions with Stuart that that was the way he wanted it.\",\"timestamp\":\"00:05:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I'm fine doing that.\",\"timestamp\":\"00:05:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'll let him know that that's what I changed.\",\"timestamp\":\"00:05:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"just had some marching orders from him, so I'll let him know that that's what you needed, and that's what I changed.\",\"timestamp\":\"00:06:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Maybe there was a confusion in our discussions, but that's kind of what we talked about.\",\"timestamp\":\"00:06:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"We've always done it this way, and he understands and knows from, you know, all of this, that it's not, like, we can't just create a line item and be like, okay, this is the point where it creates a transfer form, because we are still working through the envelopes at Schwab and at Fidelity.\",\"timestamp\":\"00:06:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"The talks haven't been had yet about how we can directly send things to Schwab from here, so that would be, like, the best next step.\",\"timestamp\":\"00:06:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But right now, as processors, we just need the ability to fill those forms quickly from our contacts in the CRM.\",\"timestamp\":\"00:06:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:06:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, and I can talk to him about that.\",\"timestamp\":\"00:06:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Who wouldn't, we can talk to him about that.\",\"timestamp\":\"00:07:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I see like the thought process, like that it's just automatic, but a lot of this stuff for these forms, it's done, most of it is really done before that line item is created at all.\",\"timestamp\":\"00:07:02\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it really wouldn't make sense to put that at a point in the line item because it's, we do that on the front.\",\"timestamp\":\"00:07:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"for what line item?\",\"timestamp\":\"00:07:25\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The pending business?\",\"timestamp\":\"00:07:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is that what you're saying the line item is?\",\"timestamp\":\"00:07:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes.\",\"timestamp\":\"00:07:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:07:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:07:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:07:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I just need the ability for my processors to go into an asset or go into the contact and say, I want to do a Schwab transfer form and it populates what we can grab anything in socials, that, that kind of stuff, just how it is in FileMaker now, because that's what they're used to doing.\",\"timestamp\":\"00:07:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, I don't care.\",\"timestamp\":\"00:08:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm just saying I just, yeah, I mean, I'll do it however you need to need to do it.\",\"timestamp\":\"00:08:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just that's not how I understand it.\",\"timestamp\":\"00:08:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I understood it.\",\"timestamp\":\"00:08:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I just don't want to come back in like six months from now.\",\"timestamp\":\"00:08:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And we've kind of fallen back into bad habits.\",\"timestamp\":\"00:08:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And we're having I'm having this other discussion with Stuart again.\",\"timestamp\":\"00:08:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I just want to make sure that you weren't one that's different.\",\"timestamp\":\"00:08:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Would you explain that to me?\",\"timestamp\":\"00:08:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, no, it just my understanding that there, that there was a set of steps that occurred, and that we're, we're, we're constantly falling back into what I said earlier, where people are kind of short circuiting and building their own sort of these steps, and there's not like a shared way for anyone to track what's been done.\",\"timestamp\":\"00:08:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So like, yeah, I mean, yeah, if you fill out a form in here, and you do it from a contact, that's great.\",\"timestamp\":\"00:08:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But nobody else knows you did that.\",\"timestamp\":\"00:08:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right?\",\"timestamp\":\"00:08:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"timestamp\":\"00:08:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, they would, because the paper.\",\"timestamp\":\"00:08:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"The would be prepped or it would not be prepped for that appointment.\",\"timestamp\":\"00:09:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But where is that visible in here at that point?\",\"timestamp\":\"00:09:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Because it's not.\",\"timestamp\":\"00:09:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, you filled it out.\",\"timestamp\":\"00:09:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, I accept that you generated a PDF, but there's no reference.\",\"timestamp\":\"00:09:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's no way for anybody to know that that's started or that process is...\",\"timestamp\":\"00:09:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The dashboard that I sent you where it's like asset maps that need to be built, and then the processor can say that they prepped that paperwork.\",\"timestamp\":\"00:09:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because you're right, there's no way to tell that it's been prepped because it's in a whole other website.\",\"timestamp\":\"00:09:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"There's no way to have them together at this point.\",\"timestamp\":\"00:09:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"We've always done it this way where they give them the asset map, they prep the paperwork, and it's just there.\",\"timestamp\":\"00:09:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And that's never been an issue, not once, where the processor has not prepped if they know what to prep.\",\"timestamp\":\"00:09:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's really more on the advisor not letting them know that they have to prep it, where that gets lost.\",\"timestamp\":\"00:09:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And that's also where we're hoping that dashboard will bridge that gap, where it's saying, hey, advisor, you have to build this asset map for this processor.\",\"timestamp\":\"00:10:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Then the processor knows they have this asset map.\",\"timestamp\":\"00:10:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They say that it was built, and then they go into that appointment and they execute what they need.\",\"timestamp\":\"00:10:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So why wouldn't you build it then from that point?\",\"timestamp\":\"00:10:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Build what then?\",\"timestamp\":\"00:10:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Why wouldn't you start your paperwork from there as well?\",\"timestamp\":\"00:10:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"From there, what do you mean at what point start the paperwork?\",\"timestamp\":\"00:10:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, you just said that there's this dashboard, and I understand sort of what you're referring to.\",\"timestamp\":\"00:10:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But at the same time, you said there's no real point in the workflow.\",\"timestamp\":\"00:10:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm trying to understand, isn't that the point?\",\"timestamp\":\"00:10:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So you mean start it from there.\",\"timestamp\":\"00:10:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You start the paperwork in the Schwab website.\",\"timestamp\":\"00:10:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They haven't given, Schwab hasn't given those permissions.\",\"timestamp\":\"00:10:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I understand that part, but we're not talking about\",\"timestamp\":\"00:10:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We're talking about PDFs right now, right?\",\"timestamp\":\"00:11:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:11:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So you're asking the advisors to fill out the form.\",\"timestamp\":\"00:11:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"No, we're asking them fill out the form.\",\"timestamp\":\"00:11:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You're asking them to fill out the asset maps.\",\"timestamp\":\"00:11:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I get that part.\",\"timestamp\":\"00:11:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But then the next step after they fill out the asset map is that you start this PDF in some scenarios, right?\",\"timestamp\":\"00:11:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, it depends.\",\"timestamp\":\"00:11:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I get it.\",\"timestamp\":\"00:11:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sometimes you fill it out in Schwab.\",\"timestamp\":\"00:11:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sorry, hold on one second.\",\"timestamp\":\"00:11:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"that.\",\"timestamp\":\"00:11:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Let me just lay it out for you.\",\"timestamp\":\"00:11:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So asset map is built.\",\"timestamp\":\"00:11:32\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Let's say it says we need four accounts at Schwab.\",\"timestamp\":\"00:11:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"The processor then goes into Schwab and they create an envelope.\",\"timestamp\":\"00:11:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"In doing that envelope, they're adding transfers.\",\"timestamp\":\"00:11:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"A lot of those transfers get attached to the envelope and they are digital and can work in that envelope.\",\"timestamp\":\"00:11:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Sometimes they're not.\",\"timestamp\":\"00:11:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"We'll get an alert that says...\",\"timestamp\":\"00:11:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You need to take this out of the envelope.\",\"timestamp\":\"00:12:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"The processor then knows, okay, for that transfer, I need to do a wet signature form.\",\"timestamp\":\"00:12:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Then they can go back to the CRM and do that form right there and prep it with all the client's info.\",\"timestamp\":\"00:12:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They just need a way to populate the client's info into a form and print it right now.\",\"timestamp\":\"00:12:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's the basics.\",\"timestamp\":\"00:12:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I think that we definitely can build on that, but I think we need to start with baby steps and have them have the ability to grab a client's contact and populate the correct info into the form instead of just typing it out.\",\"timestamp\":\"00:12:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:12:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And what, so you don't need the asset details on those asset forms.\",\"timestamp\":\"00:12:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's just the client details.\",\"timestamp\":\"00:12:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, you could need both, but you don't always have both.\",\"timestamp\":\"00:12:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It might also be somebody that hasn't brought in their statement yet.\",\"timestamp\":\"00:12:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And so we just need a general transfer form with their social and their name.\",\"timestamp\":\"00:12:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So that's why I'm saying like, if we could just have.\",\"timestamp\":\"00:12:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"The ability to do both out of the contact, just like out of here, out of an asset and pick the form and then it populates the info that's appropriate, but also going to the contact page, just being able to go send, you know, I need a transfer form from this list and I just choose it and then it, you know, populates it with whatever we have and downloads it.\",\"timestamp\":\"00:13:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I already did this and yeah, looked at it, it looks great, but yeah, all those forms that we have.\",\"timestamp\":\"00:13:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"They're in there, they're under the edit button.\",\"timestamp\":\"00:13:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If you were to click on that edit button, you would have seen them at the top next to the PDF.\",\"timestamp\":\"00:13:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, so tell me where to go from here, edit button.\",\"timestamp\":\"00:13:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"The edit button next to PDF.\",\"timestamp\":\"00:13:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's a tab on the, near the top right.\",\"timestamp\":\"00:13:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:13:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, okay.\",\"timestamp\":\"00:13:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I see.\",\"timestamp\":\"00:14:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:14:02\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"This is where you manage the forms.\",\"timestamp\":\"00:14:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Gotcha.\",\"timestamp\":\"00:14:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:14:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know that it would work from there because it doesn't understand the context.\",\"timestamp\":\"00:14:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:14:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:14:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So that's what I'm, yeah.\",\"timestamp\":\"00:14:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So that's what I'm getting at.\",\"timestamp\":\"00:14:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So this popped up and it says contact name.\",\"timestamp\":\"00:14:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So if it could pull Drake's name and then his social, because a lot of stuff like this, we don't know yet.\",\"timestamp\":\"00:14:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"We don't know yet.\",\"timestamp\":\"00:14:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And we are, there's all kinds of different scenarios.\",\"timestamp\":\"00:14:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it'd be nice to just, just grab it from the contact, grab it from the asset.\",\"timestamp\":\"00:14:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's not, you know, one size fits all and not cookie cutter that way, unfortunately.\",\"timestamp\":\"00:14:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So is that, is that something we can do?\",\"timestamp\":\"00:14:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, no problem.\",\"timestamp\":\"00:14:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:14:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Awesome.\",\"timestamp\":\"00:14:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank you.\",\"timestamp\":\"00:15:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Um, so, okay.\",\"timestamp\":\"00:15:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So there's that, um, autopop.\",\"timestamp\":\"00:15:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So we went here.\",\"timestamp\":\"00:15:17\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So here I am.\",\"timestamp\":\"00:15:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, I guess we'll just start with firelight.\",\"timestamp\":\"00:15:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So firelight, how do I grab?\",\"timestamp\":\"00:15:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I went from Drake.\",\"timestamp\":\"00:15:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"How do I grab all of his info and populate it into the, the cover sheet?\",\"timestamp\":\"00:15:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Did you set the fields in the form?\",\"timestamp\":\"00:15:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"No.\",\"timestamp\":\"00:15:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So that's what I'm asking you to show me how to do.\",\"timestamp\":\"00:15:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I have no, like, I, unfortunately I'm not a very techie person, so I clicked all over.\",\"timestamp\":\"00:15:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I could not figure it out.\",\"timestamp\":\"00:15:43\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So if you could just help me, that'd be awesome.\",\"timestamp\":\"00:15:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Um, how do I do that?\",\"timestamp\":\"00:15:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"have to program.\",\"timestamp\":\"00:15:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You'll have to program the form because I can't do it because I don't have access to it.\",\"timestamp\":\"00:15:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, that's okay.\",\"timestamp\":\"00:15:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Can you just show me how?\",\"timestamp\":\"00:15:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, there's the edit buttons next.\",\"timestamp\":\"00:15:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So all of those forms have edit buttons next to them.\",\"timestamp\":\"00:16:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You'll have to click the edit button on the web form.\",\"timestamp\":\"00:16:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Or you can navigate directly to it from the admin.\",\"timestamp\":\"00:16:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"OK, sorry.\",\"timestamp\":\"00:16:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You might have to help me and lay it out for me.\",\"timestamp\":\"00:16:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"OK, there's two places.\",\"timestamp\":\"00:16:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's the one up at the top where it says admin from the main navigation bar.\",\"timestamp\":\"00:16:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then right there, it says form fill manager admin there.\",\"timestamp\":\"00:16:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You click on that.\",\"timestamp\":\"00:16:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"OK, OK.\",\"timestamp\":\"00:16:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then under the form fill, you have it collapsed right now.\",\"timestamp\":\"00:16:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's an edit button.\",\"timestamp\":\"00:16:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Edit collapsed.\",\"timestamp\":\"00:16:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"In the upper left-hand corner of the screen, of the form fill manager, there's a dropdown menu.\",\"timestamp\":\"00:16:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You have the menu collapsed because the width of the panel is too small.\",\"timestamp\":\"00:16:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's an edit button next to that.\",\"timestamp\":\"00:16:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"All right.\",\"timestamp\":\"00:16:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, but it was just collapsed in the dropdown menu.\",\"timestamp\":\"00:17:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That doesn't matter, but you're going to need it bigger because it's hard to program the web forms without a significant amount of space.\",\"timestamp\":\"00:17:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So do you see the edit button that we talked about with the PDF forms?\",\"timestamp\":\"00:17:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"same thing.\",\"timestamp\":\"00:17:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's an edit button for everything.\",\"timestamp\":\"00:17:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you need to click on the web form one, and that's where the programming is done.\",\"timestamp\":\"00:17:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:17:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So then just add new form, merge values.\",\"timestamp\":\"00:17:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"now you need, there's fields on that page.\",\"timestamp\":\"00:17:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you can start by pulling those values from the page on the right.\",\"timestamp\":\"00:17:40\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:17:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"In the upper right hand corner, it says pull values from page.\",\"timestamp\":\"00:17:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, right here.\",\"timestamp\":\"00:17:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I apologize, Sean.\",\"timestamp\":\"00:17:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"There's a lot like to look at.\",\"timestamp\":\"00:17:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I kind of need you to just like...\",\"timestamp\":\"00:17:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So press that button.\",\"timestamp\":\"00:18:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:18:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Clicked it.\",\"timestamp\":\"00:18:09\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Something's supposed to happen.\",\"timestamp\":\"00:18:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, I'm sorry.\",\"timestamp\":\"00:18:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's the scan fields button on the left is the one you want to use first.\",\"timestamp\":\"00:18:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's a video of this somewhere.\",\"timestamp\":\"00:18:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just can't make a new one.\",\"timestamp\":\"00:18:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I can track it down for you, but I can't make a new one because I don't have access to anything.\",\"timestamp\":\"00:18:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Absolutely.\",\"timestamp\":\"00:18:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And if you want my logins, I am happy to give them to you.\",\"timestamp\":\"00:18:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"would be great.\",\"timestamp\":\"00:18:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just don't have a way to get in, unfortunately.\",\"timestamp\":\"00:18:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Sure.\",\"timestamp\":\"00:18:32\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'll send you.\",\"timestamp\":\"00:18:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So after this, I'll send you my auto pop and my firelight logins, or you can just send me that video and I'm sure I can figure it out.\",\"timestamp\":\"00:18:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But okay.\",\"timestamp\":\"00:18:43\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So scan fields.\",\"timestamp\":\"00:18:43\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:18:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Awesome.\",\"timestamp\":\"00:18:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I see.\",\"timestamp\":\"00:18:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"you can open the merge values and then you can drop your fields in.\",\"timestamp\":\"00:18:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Got it.\",\"timestamp\":\"00:18:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The pull values from pages, if you want to set them manually, you can do that on the right.\",\"timestamp\":\"00:18:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So if you hover over any of the fields on the right.\",\"timestamp\":\"00:18:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It'll highlight them on the left.\",\"timestamp\":\"00:19:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Awesome.\",\"timestamp\":\"00:19:02\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:19:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then I just use my this.\",\"timestamp\":\"00:19:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, great.\",\"timestamp\":\"00:19:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That I recognize from doing all the stuff before.\",\"timestamp\":\"00:19:09\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:19:13\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Awesome.\",\"timestamp\":\"00:19:13\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Perfect.\",\"timestamp\":\"00:19:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:19:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:19:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So that's all the questions I have with the web form.\",\"timestamp\":\"00:19:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'll start building those pages.\",\"timestamp\":\"00:19:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But yeah, I'll definitely send you my login.\",\"timestamp\":\"00:19:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm going to try right now just to make sure you understand.\",\"timestamp\":\"00:19:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So we're not, I mean, you should be able to at least set a few of those fields while we're on the phone just to make sure it's clear.\",\"timestamp\":\"00:19:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:19:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like for instance, you can, you can populate the fields on the left with your values as well.\",\"timestamp\":\"00:19:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then that's what the pull button is for.\",\"timestamp\":\"00:19:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you put them in the fields where they go, then you don't even really need to know where they are on the left.\",\"timestamp\":\"00:19:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then you can just click that pull values once you have it set the way you want.\",\"timestamp\":\"00:19:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:19:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So.\",\"timestamp\":\"00:19:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"For instance, just go close the user value fields, because I don't think you really need that one for this.\",\"timestamp\":\"00:20:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's a collapse button next to user value fields in the, go back to the, bring the merge values back.\",\"timestamp\":\"00:20:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"On the first row, it says user values, collapse that, or collapse all, that's fine.\",\"timestamp\":\"00:20:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then you can see the contact fields there, or you can just start typing for one, like first name or something.\",\"timestamp\":\"00:20:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Now open up that second one, not the first one.\",\"timestamp\":\"00:20:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then if you put your cursor in the field, you want to put your cursor if you're going to use insert, because that's, you need to know what your context is.\",\"timestamp\":\"00:20:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You have to put your cursor in the field that you're referring to on the other layout behind it.\",\"timestamp\":\"00:20:43\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's right here.\",\"timestamp\":\"00:20:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It can go there or it can go in the form.\",\"timestamp\":\"00:20:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's what I'm trying to show you so you can maximize your productivity here.\",\"timestamp\":\"00:20:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:20:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Um, so it just populated there.\",\"timestamp\":\"00:21:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Is that so then it's it's that's a bit that was there before.\",\"timestamp\":\"00:21:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:21:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's not letting me do I need to click out of here to get there because it's not letting me do anything.\",\"timestamp\":\"00:21:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, you would I'm referring to the one on the on the right now it's locked me out.\",\"timestamp\":\"00:21:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, so I don't know what that is or how it got there.\",\"timestamp\":\"00:21:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So that happens a lot.\",\"timestamp\":\"00:21:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Um, back, I just need to re log into it.\",\"timestamp\":\"00:21:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"No crud.\",\"timestamp\":\"00:21:43\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"just locked out of the thing.\",\"timestamp\":\"00:21:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, hold on.\",\"timestamp\":\"00:21:50\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, get me.\",\"timestamp\":\"00:21:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"He's an old version of the application.\",\"timestamp\":\"00:21:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Downloaded the one you\",\"timestamp\":\"00:21:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Told me to last.\",\"timestamp\":\"00:22:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So that's the last one.\",\"timestamp\":\"00:22:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Get out of here completely and go back in.\",\"timestamp\":\"00:22:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Hey, I don't have my username or password saved.\",\"timestamp\":\"00:22:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, maybe you can help me.\",\"timestamp\":\"00:23:09\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So how do I, is it our email that's the username?\",\"timestamp\":\"00:23:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"don't even know.\",\"timestamp\":\"00:23:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Whatever your FileMaker username and password is, I don't Oh, okay, gotcha.\",\"timestamp\":\"00:23:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, great.\",\"timestamp\":\"00:23:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:24:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Sorry about that.\",\"timestamp\":\"00:24:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:24:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So you should be able to load it from the login if you save it to your account, but I don't, it isn't saved.\",\"timestamp\":\"00:24:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, there it is.\",\"timestamp\":\"00:25:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's not right.\",\"timestamp\":\"00:25:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you need to update it because it's not been right because I've tried it before.\",\"timestamp\":\"00:25:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If you save your password, it would put it in for you if you had it right there.\",\"timestamp\":\"00:25:09\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So you mean in this side?\",\"timestamp\":\"00:25:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Mm-hmm.\",\"timestamp\":\"00:25:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:25:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:25:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then this merge values, does that just make this pop up or does it merge the values from the form over here?\",\"timestamp\":\"00:26:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, this makes that pop up.\",\"timestamp\":\"00:26:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Got it.\",\"timestamp\":\"00:26:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:26:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:26:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So usually what I'm used to doing is like just copying and pasting it into there.\",\"timestamp\":\"00:26:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It still copies it if you click it, I think.\",\"timestamp\":\"00:26:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Does it not?\",\"timestamp\":\"00:26:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Mm-mm.\",\"timestamp\":\"00:26:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Can you go up to the top of your screen and see a version you're using?\",\"timestamp\":\"00:27:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It does it for me, so I don't know.\",\"timestamp\":\"00:27:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know why I wouldn't do it for you.\",\"timestamp\":\"00:27:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Are you sure it's not copying it?\",\"timestamp\":\"00:27:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You're 100% sure like you can paste something into your clipboard and double check that because the only other thing I can think is that you don't have\",\"timestamp\":\"00:27:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Privileges to do that, and I'll need to reach out to your Greg.\",\"timestamp\":\"00:28:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"OK, yeah, because I'm sure I'm not very techie, but I do know how to.\",\"timestamp\":\"00:28:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Can you do the student just humor me and click it again and then go to the form field on the right and right click so I can see.\",\"timestamp\":\"00:28:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I can have something to show Greg because I don't know what to tell them clicking.\",\"timestamp\":\"00:28:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Right.\",\"timestamp\":\"00:28:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's what I'm talking about.\",\"timestamp\":\"00:28:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's on the right.\",\"timestamp\":\"00:28:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Click into one of those fields, please.\",\"timestamp\":\"00:28:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, one of these.\",\"timestamp\":\"00:28:33\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:28:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"What is what do you mean?\",\"timestamp\":\"00:28:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:28:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, I don't see that you have anything in there or that you're actually in any of those fields.\",\"timestamp\":\"00:28:41\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You mean I need to type like the name?\",\"timestamp\":\"00:28:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Can you just click Command V on your keyboard for me?\",\"timestamp\":\"00:28:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:29:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So it is copying.\",\"timestamp\":\"00:29:03\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's not working on my mouse.\",\"timestamp\":\"00:29:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's just doing it.\",\"timestamp\":\"00:29:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"OK.\",\"timestamp\":\"00:29:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because I don't copy and paste that way.\",\"timestamp\":\"00:29:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I just do the right click.\",\"timestamp\":\"00:29:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But OK.\",\"timestamp\":\"00:29:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So what?\",\"timestamp\":\"00:29:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right click.\",\"timestamp\":\"00:29:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"What do you mean?\",\"timestamp\":\"00:29:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right click isn't working?\",\"timestamp\":\"00:29:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, that's on your I don't have any control over that.\",\"timestamp\":\"00:29:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's your app.\",\"timestamp\":\"00:29:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"OK, yeah, that's fine.\",\"timestamp\":\"00:29:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm just saying that that's safe to your.\",\"timestamp\":\"00:29:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I was just trying to find out if it's copying and pasting.\",\"timestamp\":\"00:29:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"it is copying value.\",\"timestamp\":\"00:29:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:29:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"OK, let me try last.\",\"timestamp\":\"00:29:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Hmm.\",\"timestamp\":\"00:30:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Weird.\",\"timestamp\":\"00:30:42\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, that worked.\",\"timestamp\":\"00:30:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"OK, so basically I could do that for this full form.\",\"timestamp\":\"00:31:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then how do I save it?\",\"timestamp\":\"00:31:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It should save as you work, but once you have them all set, or as you're setting them, there's a button at the top that says to pull the values from the page.\",\"timestamp\":\"00:31:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So let's just say I wanted to just do first and last.\",\"timestamp\":\"00:31:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So where's the button that'll pull from the page?\",\"timestamp\":\"00:31:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Move your mouse up and to the right, too far, to the left, to the right, and up.\",\"timestamp\":\"00:31:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It says pull values from page.\",\"timestamp\":\"00:31:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's below pending business.\",\"timestamp\":\"00:31:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's right.\",\"timestamp\":\"00:32:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's what it did.\",\"timestamp\":\"00:32:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It did what you, it set them.\",\"timestamp\":\"00:32:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But shouldn't it pull the contacts first and last name?\",\"timestamp\":\"00:32:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, we're not in that.\",\"timestamp\":\"00:32:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We don't have a context of who the person is.\",\"timestamp\":\"00:32:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You're setting up the merge.\",\"timestamp\":\"00:32:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, not in this case.\",\"timestamp\":\"00:32:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, so how do go?\",\"timestamp\":\"00:32:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"setting up the form.\",\"timestamp\":\"00:32:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"This has nothing to do with Drake.\",\"timestamp\":\"00:32:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:32:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's you saying where the merge fields go.\",\"timestamp\":\"00:32:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, cause we're just saving the form.\",\"timestamp\":\"00:32:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's not like actually doing.\",\"timestamp\":\"00:32:41\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:32:44\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Got it.\",\"timestamp\":\"00:32:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm just, so I'm trying to understand like how, so when I do this, then how do I save it and have it?\",\"timestamp\":\"00:32:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Cause now it's actually, that's not the form name I want.\",\"timestamp\":\"00:32:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Again, you know, these are, this is not like a, like a science here.\",\"timestamp\":\"00:33:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We're doing something we're not really supposed to be doing.\",\"timestamp\":\"00:33:09\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So keep in mind that I'm only have access to the information I can scrape from their website and it's a piece of .\",\"timestamp\":\"00:33:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So mind that that's what we're dealing with.\",\"timestamp\":\"00:33:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You saying it might not work like it did in FileMaker?\",\"timestamp\":\"00:33:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"No, it'll a hundred percent work.\",\"timestamp\":\"00:33:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's better than it was and more stable than it was.\",\"timestamp\":\"00:33:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's just, there's no difference in the techniques that I'm using.\",\"timestamp\":\"00:33:32\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:33:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm just trying to, so I, I need to be able to show the processors, like how they can take a client.\",\"timestamp\":\"00:33:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"you're, you're, you're mixing up two things though.\",\"timestamp\":\"00:33:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you've got, there's two things.\",\"timestamp\":\"00:33:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's setting up the form and then there's the actual process, the process of them running it.\",\"timestamp\":\"00:33:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You're conflating those two things.\",\"timestamp\":\"00:33:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They're not the same thing.\",\"timestamp\":\"00:33:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's, you said.\",\"timestamp\":\"00:33:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't, I don't, I don't believe they're the same thing.\",\"timestamp\":\"00:33:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm, I.\",\"timestamp\":\"00:33:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm asking you to show me like how I saved the form, so then that we can go back in later.\",\"timestamp\":\"00:34:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's saving as you go.\",\"timestamp\":\"00:34:04\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You don't need to do anything.\",\"timestamp\":\"00:34:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, okay.\",\"timestamp\":\"00:34:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So that's my answer.\",\"timestamp\":\"00:34:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I don't have a save button or anything like that.\",\"timestamp\":\"00:34:09\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"You just put it.\",\"timestamp\":\"00:34:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"See, I didn't know that.\",\"timestamp\":\"00:34:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I'm just trying to understand.\",\"timestamp\":\"00:34:13\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I didn't know that it just automatically saves.\",\"timestamp\":\"00:34:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And you need to check the fields you want to set on the left.\",\"timestamp\":\"00:34:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's why they're grayed out if they're not checked.\",\"timestamp\":\"00:34:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You need to set the fields you want set.\",\"timestamp\":\"00:34:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's a checkbox on the left.\",\"timestamp\":\"00:34:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, I see.\",\"timestamp\":\"00:34:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Under cover sheet.\",\"timestamp\":\"00:34:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you need to check the fields that you want included.\",\"timestamp\":\"00:34:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's why they're grayed out.\",\"timestamp\":\"00:34:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:34:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Sounds good.\",\"timestamp\":\"00:34:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because there can be values on.\",\"timestamp\":\"00:34:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm trying not to give you too much information because I can tell.\",\"timestamp\":\"00:34:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You said you're not in technical, so I'm just trying to understand how to explain this to you as best I can.\",\"timestamp\":\"00:34:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's values in the form that you may not want on there.\",\"timestamp\":\"00:34:50\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That 3608 is a value on the form.\",\"timestamp\":\"00:34:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Not for me.\",\"timestamp\":\"00:34:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Nothing we're doing.\",\"timestamp\":\"00:34:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's just...\",\"timestamp\":\"00:34:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Something in the form.\",\"timestamp\":\"00:35:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know.\",\"timestamp\":\"00:35:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It says FLIProducer.\",\"timestamp\":\"00:35:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"None of that is from me.\",\"timestamp\":\"00:35:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's all the form.\",\"timestamp\":\"00:35:06\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So whatever that number is, we don't want that.\",\"timestamp\":\"00:35:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So that's why it's unchecked.\",\"timestamp\":\"00:35:12\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So there could be values on the form that even though you pulled what you said, thought you set, we still don't want to deal with that.\",\"timestamp\":\"00:35:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:35:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So just check everything that is wanted.\",\"timestamp\":\"00:35:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And there, I'm just trying to explain.\",\"timestamp\":\"00:35:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's two ways to do this.\",\"timestamp\":\"00:35:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We're not dealing with one form.\",\"timestamp\":\"00:35:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I don't know, like, you know, again, this is to allow you to have as much or as little interaction you want.\",\"timestamp\":\"00:35:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can put the fields right into that value.\",\"timestamp\":\"00:35:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can copy them over there.\",\"timestamp\":\"00:35:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You can put them into the form and pull them, or you can push them across as well, just to test.\",\"timestamp\":\"00:35:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you, under owner date of birth there, you can just type test in there and push the button to the right of it.\",\"timestamp\":\"00:35:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And it'll actually put it where the form is.\",\"timestamp\":\"00:35:56\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So it'll go back and forth.\",\"timestamp\":\"00:35:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:35:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But just keep in mind that it probably won't work, actually, because that's not a valid date of birth.\",\"timestamp\":\"00:36:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's a bad field to test that on.\",\"timestamp\":\"00:36:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But yeah.\",\"timestamp\":\"00:36:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"OK, OK, that makes sense.\",\"timestamp\":\"00:36:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I just need to go through here.\",\"timestamp\":\"00:36:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, because everything is checked.\",\"timestamp\":\"00:36:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"OK, got it.\",\"timestamp\":\"00:36:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I do think that at one point, I made it so you can actually test by clicking that Run button.\",\"timestamp\":\"00:36:26\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You could try pressing that and see if Drake's still loaded.\",\"timestamp\":\"00:36:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, no, that's just to navigate to the actual field.\",\"timestamp\":\"00:36:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"OK, that's what that one is.\",\"timestamp\":\"00:36:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That one just points at the field.\",\"timestamp\":\"00:36:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So the same way if you hover on the right, clicking that button will point it at the field in the form.\",\"timestamp\":\"00:36:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Got it.\",\"timestamp\":\"00:36:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It goes down to.\",\"timestamp\":\"00:36:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Gotcha.\",\"timestamp\":\"00:37:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:37:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, I'm not a techie person, but I can figure it out.\",\"timestamp\":\"00:37:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I think I just need time.\",\"timestamp\":\"00:37:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"There's a lot going on, so I just need to play with it and look at it and stuff.\",\"timestamp\":\"00:37:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I just wasn't sure where this fillable one was.\",\"timestamp\":\"00:37:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:37:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:37:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So let's talk about pending business.\",\"timestamp\":\"00:37:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So stage administration.\",\"timestamp\":\"00:37:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:37:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I changed these a little bit.\",\"timestamp\":\"00:37:40\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I think we've got it kind of where we want it.\",\"timestamp\":\"00:37:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Um, one thing, and I know you said that on the chat, the, the delete button.\",\"timestamp\":\"00:37:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"We can take out.\",\"timestamp\":\"00:38:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That was established before I was here.\",\"timestamp\":\"00:38:01\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I talked to Letty about it.\",\"timestamp\":\"00:38:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"talked to Drake about it.\",\"timestamp\":\"00:38:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And yeah, we don't need delete.\",\"timestamp\":\"00:38:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So if you want to take it out of there.\",\"timestamp\":\"00:38:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I know you said- What was it being used before before?\",\"timestamp\":\"00:38:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I have no idea.\",\"timestamp\":\"00:38:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, there's a lot that are marked delete in there.\",\"timestamp\":\"00:38:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm just curious.\",\"timestamp\":\"00:38:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Before my time, I've never used it.\",\"timestamp\":\"00:38:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I never saw the point because whenever we have an active line item, if we're no longer working on it, we would just cancel it.\",\"timestamp\":\"00:38:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Because we don't want it to go away.\",\"timestamp\":\"00:38:36\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I, I assume as you did that delete means you want it to be out of there at some point, but I never used it.\",\"timestamp\":\"00:38:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I kind of assumed it might be for client servicing advisors, something like that.\",\"timestamp\":\"00:38:45\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I have no idea, but I, we can, we can take it out.\",\"timestamp\":\"00:38:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Everything delete, I guess.\",\"timestamp\":\"00:38:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes, that could be archive.\",\"timestamp\":\"00:39:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:39:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Same with TDA line items.\",\"timestamp\":\"00:39:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"There's a lot that we did TD Ameritrade.\",\"timestamp\":\"00:39:09\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And I know that that was one of like the status option right here, TDA stuff.\",\"timestamp\":\"00:39:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I talked to Letty about that.\",\"timestamp\":\"00:39:29\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Can we get that archived as well, all those items?\",\"timestamp\":\"00:39:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So we're not having them.\",\"timestamp\":\"00:39:34\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"What do you mean when you say archived?\",\"timestamp\":\"00:39:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Sorry, I'm not that one.\",\"timestamp\":\"00:39:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, just we don't do TD Ameritrade anymore.\",\"timestamp\":\"00:39:39\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"We don't want them to be like deleted.\",\"timestamp\":\"00:39:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But can they be stored somewhere else that's not in active pending business?\",\"timestamp\":\"00:39:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well completed would indicate that it's not active, no.\",\"timestamp\":\"00:40:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I guess I don't understand.\",\"timestamp\":\"00:40:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:40:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I don't understand what you mean by stored.\",\"timestamp\":\"00:40:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Just like not have it as an option, but we don't want it to go away completely because there shouldn't ever be an option for that anymore.\",\"timestamp\":\"00:40:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We're using the new process.\",\"timestamp\":\"00:40:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, okay.\",\"timestamp\":\"00:40:21\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well then that takes care of that.\",\"timestamp\":\"00:40:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"We're not, you're not, you're not going to be doing that list on the right.\",\"timestamp\":\"00:40:24\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just left it in there because we need to figure out what to do with the open.\",\"timestamp\":\"00:40:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:40:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I mean, ideally, the idea is that you're not, right now you're clicking like four things, which are all kind of the one thing in the process line.\",\"timestamp\":\"00:40:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:40:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's the idea is to do away with the four things.\",\"timestamp\":\"00:40:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like if you say that it's issued, then okay, great.\",\"timestamp\":\"00:40:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"We know that when you say it's issued, we need to put in the, you know, that it was the date for that.\",\"timestamp\":\"00:40:51\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's what that's all for.\",\"timestamp\":\"00:40:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you're not clicking, you don't have to remember to click four things.\",\"timestamp\":\"00:41:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And when you train somebody, you're just training them on one thing, which is the process line.\",\"timestamp\":\"00:41:03\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And there's certain exceptions that each step that occur, right?\",\"timestamp\":\"00:41:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, that's rather than saying, okay, when you get the expected date, don't forget to put the amount in and don't forget to put the data.\",\"timestamp\":\"00:41:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And it's just like, here, click this.\",\"timestamp\":\"00:41:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And it's going to ask you for that.\",\"timestamp\":\"00:41:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right?\",\"timestamp\":\"00:41:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, totally.\",\"timestamp\":\"00:41:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then the days, I mean, if there's anything I missed or I don't know about those, we need to talk about those as well.\",\"timestamp\":\"00:41:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But I mean, that's no, and that's if this list is like going away, then yeah, I don't want that list.\",\"timestamp\":\"00:41:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't like that list.\",\"timestamp\":\"00:41:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know who designed that list.\",\"timestamp\":\"00:41:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It wasn't me.\",\"timestamp\":\"00:41:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It was, it was before my time.\",\"timestamp\":\"00:41:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And I just, that was what we wound up with.\",\"timestamp\":\"00:41:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And yeah, like I told you, I want to do a with that.\",\"timestamp\":\"00:41:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't know that, so I don't 100% know yet how to transition away from that fully, which is why I left it there until I can figure that out.\",\"timestamp\":\"00:41:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And that I have not come up with a full solution to that.\",\"timestamp\":\"00:41:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, we need to make sure that everything that was in.\",\"timestamp\":\"00:41:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That list is transitioned to the new list in some way, or is for reporting purposes, and I don't know how to do that 100% yet.\",\"timestamp\":\"00:42:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm not 100% sure.\",\"timestamp\":\"00:42:08\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I need to talk with Stuart and figure out how we go about doing that.\",\"timestamp\":\"00:42:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If somebody needs to go through it manually and select them, or if I need to keep them in sync, that's why I put it there.\",\"timestamp\":\"00:42:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If I do need to keep them in sync and make sure that you're able to say what each one of the steps on the left relates to the right, I might do that.\",\"timestamp\":\"00:42:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm not 100% sure yet.\",\"timestamp\":\"00:42:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Cool.\",\"timestamp\":\"00:42:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"All right, so hold-ups.\",\"timestamp\":\"00:42:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"As we've already done the stages, right, which all looks good.\",\"timestamp\":\"00:42:42\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Um, the hold-ups.\",\"timestamp\":\"00:42:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I believe that we can, like, obviously, like, take these things out because we have this...\",\"timestamp\":\"00:42:53\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"The stages, can we just make holdups that we can put in there if something is actually being held up, such as Nygo's statement, you know, they can actually could do that.\",\"timestamp\":\"00:43:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, you could use that for that now.\",\"timestamp\":\"00:43:13\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's the way I thought you'd used it.\",\"timestamp\":\"00:43:14\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That's the way I understood it originally.\",\"timestamp\":\"00:43:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, cool.\",\"timestamp\":\"00:43:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Can we just, is there any way to just make it simple and just have a couple of these?\",\"timestamp\":\"00:43:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, but I mean, I don't know.\",\"timestamp\":\"00:43:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you need to decide, like, somebody's got to go through and make sure and have a way to set them.\",\"timestamp\":\"00:43:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"didn't want to remove that data so you know where you're at.\",\"timestamp\":\"00:43:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, actually, you know, did I already do that?\",\"timestamp\":\"00:43:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think I might have actually updated it.\",\"timestamp\":\"00:43:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So it's, I can't remember if I did that or not.\",\"timestamp\":\"00:43:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I thought about doing that.\",\"timestamp\":\"00:43:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think that the next thing is to say, for the holdups, how do we set the current ones to what they need to be in the stage?\",\"timestamp\":\"00:43:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I think that's the only thing.\",\"timestamp\":\"00:44:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If you want me to clear that out, that's fine.\",\"timestamp\":\"00:44:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I just need to make sure that you have the data on in the new field before I do that.\",\"timestamp\":\"00:44:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"the stages.\",\"timestamp\":\"00:44:09\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, gotcha.\",\"timestamp\":\"00:44:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That makes a lot of sense because there's like, whatever, how many are in this?\",\"timestamp\":\"00:44:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, click one of those.\",\"timestamp\":\"00:44:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't remember if I did that or not.\",\"timestamp\":\"00:44:16\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think it occurred to me.\",\"timestamp\":\"00:44:17\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm not sure if I actually moved all the ones from that stage.\",\"timestamp\":\"00:44:18\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, they're not.\",\"timestamp\":\"00:44:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So, I mean, I think like if you click on remove, get out of that popover, just click escape, I think.\",\"timestamp\":\"00:44:22\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:44:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So like that second one there, that's still in the allocation step and it says pending processing.\",\"timestamp\":\"00:44:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, that one's fine too.\",\"timestamp\":\"00:44:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like that one, that second step needs to go to allocation, right?\",\"timestamp\":\"00:44:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"It's not, we're way past sign date.\",\"timestamp\":\"00:44:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Right.\",\"timestamp\":\"00:44:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Right.\",\"timestamp\":\"00:44:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So click on the drop down list on the one below.\",\"timestamp\":\"00:44:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"One that says signed.\",\"timestamp\":\"00:44:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Neville, Sharon.\",\"timestamp\":\"00:45:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There you go, that one.\",\"timestamp\":\"00:45:01\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if I move that to allocation, and again, it says, it says allocation on the, is there a reason you're still using the abbreviation?\",\"timestamp\":\"00:45:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Is that just a familiarity thing?\",\"timestamp\":\"00:45:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Or is there like a, some kind of naming convention?\",\"timestamp\":\"00:45:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"For these?\",\"timestamp\":\"00:45:31\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, why are you using the abbreviation?\",\"timestamp\":\"00:45:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Like, what was the purpose for the abbreviation?\",\"timestamp\":\"00:45:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, because when we would copy and paste all those holdups, so that it wouldn't be a million miles long, so we just shortened everything as much as we could.\",\"timestamp\":\"00:45:37\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think it would help in your training if you just use the physical naming, so you don't have to have a chart explaining what it is.\",\"timestamp\":\"00:45:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:45:56\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Just moving forward.\",\"timestamp\":\"00:45:57\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You guys can do whatever you want.\",\"timestamp\":\"00:45:58\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But I'm just telling, I would think that it would make more sense from a training aspect just to name it the full name.\",\"timestamp\":\"00:46:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And there's no reason in a database to do that unless it's like a spacing issue or you do actually use those terminologies internally and it's not you don't actually use the full name.\",\"timestamp\":\"00:46:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I mean, we do, especially in notes, they'll use like that verbiage in the notes, but it's not necessarily we could we could definitely just use the full name in the stages for sure.\",\"timestamp\":\"00:46:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, totally.\",\"timestamp\":\"00:46:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I can try to move them forward based on their current step.\",\"timestamp\":\"00:46:34\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I'm assuming if we go back to that last one and the other I think the other problem is a lot of these aren't actually assigned was the other problem for the ones that actually aren't assigned properly.\",\"timestamp\":\"00:46:40\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Those will just kind of linger, but you'll need to go fix those because there's there are some.\",\"timestamp\":\"00:46:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I'm in there that aren't assigned like the proper task, but I can make it so that that one goes to, so if they're assigned to allocation, they should be in hold, right?\",\"timestamp\":\"00:47:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They should have had hold selected, right?\",\"timestamp\":\"00:47:11\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Correct.\",\"timestamp\":\"00:47:13\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, but here's the thing is that not necessarily, we can go from mail time to like all of a sudden we've got it.\",\"timestamp\":\"00:47:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"We know it's all there.\",\"timestamp\":\"00:47:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's perfect.\",\"timestamp\":\"00:47:26\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"We skip these two steps and we go to allocation.\",\"timestamp\":\"00:47:27\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Right.\",\"timestamp\":\"00:47:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But actually clicking.\",\"timestamp\":\"00:47:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, I mean, I can just make the current step out the allocation.\",\"timestamp\":\"00:47:35\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, whatever.\",\"timestamp\":\"00:47:38\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That one's complete though.\",\"timestamp\":\"00:47:41\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"technically that one shouldn't have a holdup.\",\"timestamp\":\"00:47:43\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Exactly.\",\"timestamp\":\"00:47:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Maybe someone just didn't remove allocation from that.\",\"timestamp\":\"00:47:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, probably.\",\"timestamp\":\"00:47:52\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Or is that something that's wrong?\",\"timestamp\":\"00:47:53\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, I'm not saying that it's not like the database.\",\"timestamp\":\"00:47:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It could have just added all.\",\"timestamp\":\"00:47:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"both\u1eadn, out.\",\"timestamp\":\"00:47:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Thank\",\"timestamp\":\"00:47:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"The hold-ups on all of them, but either they left it in that allocation stage or.\",\"timestamp\":\"00:48:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, you don't need to.\",\"timestamp\":\"00:48:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Don't click it now because it's not true.\",\"timestamp\":\"00:48:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"It's at that stage.\",\"timestamp\":\"00:48:10\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"But so for all the ones that are complete, there wouldn't be a hold-up for any that's complete regardless of why it's like that.\",\"timestamp\":\"00:48:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, we can clear them.\",\"timestamp\":\"00:48:20\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And if it says hold, that's the current stage, right?\",\"timestamp\":\"00:48:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yep.\",\"timestamp\":\"00:48:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then there's that one down there that says move or hold, hold or move, move or hold.\",\"timestamp\":\"00:48:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"They have that backwards or forward on the actual list to the left of your cursor, to the left.\",\"timestamp\":\"00:48:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Oh, right here?\",\"timestamp\":\"00:48:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:48:50\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, that's interesting.\",\"timestamp\":\"00:48:51\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Move or hold?\",\"timestamp\":\"00:48:57\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I haven't seen that.\",\"timestamp\":\"00:48:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I've only just.\",\"timestamp\":\"00:48:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So maybe that's just something where you, a custom thing.\",\"timestamp\":\"00:49:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yes.\",\"timestamp\":\"00:49:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:49:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Cause yeah, it looks like, oh, I see.\",\"timestamp\":\"00:49:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's where they're actually adding their own, like journal 50% in.\",\"timestamp\":\"00:49:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's not a thing that's specific to that line.\",\"timestamp\":\"00:49:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it'd just be nice.\",\"timestamp\":\"00:49:20\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:49:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"If holdups, we just add ourselves and maybe we clear all of them, just have the stages.\",\"timestamp\":\"00:49:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"then if there's something.\",\"timestamp\":\"00:49:27\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:49:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, again, you can definitely do that now.\",\"timestamp\":\"00:49:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"There's nothing stopping you from typing in whatever you want there.\",\"timestamp\":\"00:49:30\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Cause that's what I thought you did anyways.\",\"timestamp\":\"00:49:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So the only reason it's displaying those is cause they exist.\",\"timestamp\":\"00:49:36\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"The only reason they're in the filter is because they're somebody who used them.\",\"timestamp\":\"00:49:39\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So whatever you put in there is going to show up in your list.\",\"timestamp\":\"00:49:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So if you put banana split in there, it's going to show up in your list.\",\"timestamp\":\"00:49:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So you need to train everybody that don't, you know, don't be, you know, if you don't want things showing up in there.\",\"timestamp\":\"00:49:49\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I mean, the other thing that we can do is, is, is create a list of holdups.\",\"timestamp\":\"00:49:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So.\",\"timestamp\":\"00:49:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah.\",\"timestamp\":\"00:49:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"That can add so you don't get a bunch of crazy things unless that's not feasible and you need to do whatever you want in there.\",\"timestamp\":\"00:50:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, that's what I have is like a small list.\",\"timestamp\":\"00:50:08\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"just had NIGO statement, raise cash, and other.\",\"timestamp\":\"00:50:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then I was hoping like other they could just type whatever they want.\",\"timestamp\":\"00:50:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And that would be it that they would be able to put in holdups.\",\"timestamp\":\"00:50:19\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I think that would pretty much cover it because those three things are the main things that hold up a line item.\",\"timestamp\":\"00:50:22\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Other than, you know, weird, one off things, maybe they need to call the client or something like that, they could put in there.\",\"timestamp\":\"00:50:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But, but yeah, I think just moving all of these things to stages, like they don't we don't need to have like, like they should just know from here.\",\"timestamp\":\"00:50:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Like you said, so.\",\"timestamp\":\"00:50:47\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:50:49\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, so I put in dates for some of those.\",\"timestamp\":\"00:50:54\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That, oh, so let me, let me do this.\",\"timestamp\":\"00:51:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Let me look for myself so I don't mess up anything.\",\"timestamp\":\"00:51:06\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay, that's fun.\",\"timestamp\":\"00:51:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I just, what?\",\"timestamp\":\"00:51:23\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Oh, it's because of this.\",\"timestamp\":\"00:51:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Where?\",\"timestamp\":\"00:51:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So, so let's say that we're in here.\",\"timestamp\":\"00:51:41\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So can we, so it's, it just has the next update.\",\"timestamp\":\"00:51:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Just like we had in FileMaker, can we make it so that there's an automatic note as well, like maybe underneath?\",\"timestamp\":\"00:51:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"time.\",\"timestamp\":\"00:51:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So they have to write a note for every time they move a stage, because they will not, and then no one will, if there needs to be more details in this, no one will understand what's going on.\",\"timestamp\":\"00:52:00\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So a next update date, and then a, and then a note.\",\"timestamp\":\"00:52:15\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:52:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Let's see.\",\"timestamp\":\"00:52:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah, that'd be awesome.\",\"timestamp\":\"00:52:30\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Then we could do, which one was that?\",\"timestamp\":\"00:52:32\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"This one.\",\"timestamp\":\"00:52:35\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Yeah.\",\"timestamp\":\"00:52:37\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"And then it can just show there.\",\"timestamp\":\"00:52:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"All right.\",\"timestamp\":\"00:52:42\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That's all I got.\",\"timestamp\":\"00:52:42\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:52:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Cool.\",\"timestamp\":\"00:52:46\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Perfect.\",\"timestamp\":\"00:52:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Well, thank you for your help.\",\"timestamp\":\"00:52:48\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That makes a lot more sense.\",\"timestamp\":\"00:52:50\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Sorry.\",\"timestamp\":\"00:52:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm not, I'm good at moving money.\",\"timestamp\":\"00:52:52\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm not the best at knowing what button to push for things.\",\"timestamp\":\"00:52:55\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So.\",\"timestamp\":\"00:52:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Thanks for bearing with me.\",\"timestamp\":\"00:53:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"know I'm not always good at explaining things.\",\"timestamp\":\"00:53:02\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Anyways, I'll get all that other stuff in there.\",\"timestamp\":\"00:53:07\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, let me know if there's anything else or if you have any trouble with those form fills.\",\"timestamp\":\"00:53:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:53:19\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I think we're good on that mostly.\",\"timestamp\":\"00:53:21\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"You should be able to start using that.\",\"timestamp\":\"00:53:23\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If there's anything that's confusing or doesn't quite work the way you want, just let me know.\",\"timestamp\":\"00:53:25\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:53:31\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"All right.\",\"timestamp\":\"00:53:32\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't have to use it, keep in mind, and I haven't really used it because I don't have access.\",\"timestamp\":\"00:53:33\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I was trying to make it easier with some of those features, but I think it should follow remotely the way we had it before.\",\"timestamp\":\"00:53:38\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Perfect.\",\"timestamp\":\"00:53:45\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"And then also, I think that I heard that there might be something with an API for Schwab.\",\"timestamp\":\"00:53:47\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I was going to mention that earlier, so I don't know if They're in talks.\",\"timestamp\":\"00:53:55\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Where you guys are at on.\",\"timestamp\":\"00:53:59\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Yeah, they're in talks, but I, or maybe it was Autopop.\",\"timestamp\":\"00:54:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"was one of those.\",\"timestamp\":\"00:54:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Somebody said something about an API.\",\"timestamp\":\"00:54:05\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I don't remember if that was Stuart or something else, but yeah.\",\"timestamp\":\"00:54:07\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So they're trying to integrate what we do in Schwab into Autopop, which we can do out of here anyway.\",\"timestamp\":\"00:54:10\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So it would kind of bridge that gap.\",\"timestamp\":\"00:54:16\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'm cautiously optimistic because they said that was happening a year and a half ago and then it got canceled out of nowhere.\",\"timestamp\":\"00:54:18\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So hopefully it works out this time.\",\"timestamp\":\"00:54:24\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"That'd be great.\",\"timestamp\":\"00:54:28\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:54:28\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Well, I mean, if you do come across another one too, that you need, I don't know exactly a hundred percent how you use it, but we, I started to put in there like a way that plus button up there isn't working, but if you need to bookmark a new site, I think it'll be pretty easy to do that.\",\"timestamp\":\"00:54:29\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Okay.\",\"timestamp\":\"00:54:42\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Okay.\",\"timestamp\":\"00:54:43\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"So I just stopped doing that, but that's in there too.\",\"timestamp\":\"00:54:44\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Just keep in mind, it's just a placeholder for now.\",\"timestamp\":\"00:54:46\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"I was just thinking about that, that there's a, this plus button here I'm looking at.\",\"timestamp\":\"00:54:48\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"So I don't know if that, if that becomes a need, I'll finish that off, but for now it's not working.\",\"timestamp\":\"00:54:54\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"Gotcha.\",\"timestamp\":\"00:54:58\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Gotcha.\",\"timestamp\":\"00:54:59\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"But other than that, everything else on that page should be working.\",\"timestamp\":\"00:55:00\"},{\"speaker\":{\"display_name\":\"Sean Kruger\",\"matched_calendar_invitee_email\":\"etechnologies34@gmail.com\"},\"text\":\"If not, let me know.\",\"timestamp\":\"00:55:02\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"OK, will do.\",\"timestamp\":\"00:55:04\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"I'll play with it some more, and I'll build those forums, and I'll reach out if I get held up anywhere.\",\"timestamp\":\"00:55:05\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"All right, I appreciate you.\",\"timestamp\":\"00:55:11\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Thanks, Rebecca.\",\"timestamp\":\"00:55:12\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Thanks for your patience.\",\"timestamp\":\"00:55:13\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Of course, of course, thanks.\",\"timestamp\":\"00:55:14\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Bye.\",\"timestamp\":\"00:55:15\"},{\"speaker\":{\"display_name\":\"Rebecca Voyzey\",\"matched_calendar_invitee_email\":null},\"text\":\"Bye.\",\"timestamp\":\"00:55:16\"}],\"transcript_language\":\"en\",\"url\":\"https:\/\/fathom.video\/calls\/840879925\"}"},"script":"Fathom | Incoming Log"}
Result: {"response":{},"messages":[{"code":"0","message":"OK"}]}
-------------------------
URL: https://dev1.gofmhost.com/fmi/data/v1/databases/theboss/layouts/web__fathomLog/records
token:87312c8e6f4072f85f33e1ff5dab5f937224713e52fd5f18ea26
Post Fields: {"fieldData":{"json_Received":"[]"},"script":"Fathom | Incoming Log"}
Result: {"response":{"scriptError":"0","recordId":"175","modId":"0"},"messages":[{"code":"0","message":"OK"}]}
-------------------------
URL: https://dev1.gofmhost.com/fmi/data/v1/databases/theboss/sessions/87312c8e6f4072f85f33e1ff5dab5f937224713e52fd5f18ea26
token:87312c8e6f4072f85f33e1ff5dab5f937224713e52fd5f18ea26
Post Fields: {"fieldData":{"json_Received":"[]"},"script":"Fathom | Incoming Log"}
Result: {"response":{},"messages":[{"code":"0","message":"OK"}]}
-------------------------
URL: https://dev1.gofmhost.com/fmi/data/v1/databases/theboss/layouts/web__fathomLog/records
token:d1bd2cd407ddb309bc72ee4e9a52c4485b8ca16c299bc59d10cf
Post Fields: {"fieldData":{"json_Received":"[]"},"script":"Fathom | Incoming Log"}
Result: {"response":{"scriptError":"0","recordId":"176","modId":"0"},"messages":[{"code":"0","message":"OK"}]}
-------------------------
URL: https://dev1.gofmhost.com/fmi/data/v1/databases/theboss/sessions/d1bd2cd407ddb309bc72ee4e9a52c4485b8ca16c299bc59d10cf
token:d1bd2cd407ddb309bc72ee4e9a52c4485b8ca16c299bc59d10cf
Post Fields: {"fieldData":{"json_Received":"[]"},"script":"Fathom | Incoming Log"}
Result: {"response":{},"messages":[{"code":"0","message":"OK"}]}
-------------------------