Meetings (2)
Apr 24 12:16PM
Mar 28 11:19AM
Decisions (8)
Apr 28, 2026
Manual data backfill approach approved
Agreed that Anton will provide an Excel spreadsheet of the secondary brokerage table structure so the team can manually ...
Apr 28, 2026
Go live with brokerage name and license number only
Decided to launch with just brokerage name and brokerage license number fields, deferring the brokerage address capture ...
Apr 28, 2026
System Validation Logic Changed from Email to License Number
Confirmed that the system validation logic was removed from email-based checking and is now using license number plus st...
Apr 28, 2026
Pause Address Display Requirements Discussion
Decided to pause the discussion on improving the admin portal address display logic (showing office vs. home addresses) ...
Apr 28, 2026
Inform user to sign up before login
Decided to inform the user that she needs to sign up first before attempting to sign in, as the login error message ('mo...
Apr 28, 2026
Contact user directly for clarification
Decided to call the user to find out whether she believes she has already signed up or if someone signed up for her, to ...
Apr 28, 2026
Contact user directly to investigate issue
Agreed to call the user to find out more details about her signup/login issue, as there's a possibility someone else may...
Apr 28, 2026
Inform user to sign up before login
Decided to inform the user that she needs to sign up first before attempting to sign in, as the login error message only...
Action Items (35)
Apr 28, 2026
Document all guardrails and business rules
open · View Meeting
Apr 28, 2026
Determine roster table structure: single vs. dual table approach
open · View Meeting
Apr 28, 2026
Brief Lynette on finalized data architecture decisions
open · View Meeting
Apr 28, 2026
Investigate brokerage address change impact on duplicate records
open · View Meeting
Apr 28, 2026
Verify phone number duplicate prevention guardrail is working
open · View Meeting
Apr 28, 2026
Schedule file upload requirements session
open · View Meeting
Apr 28, 2026
Schedule mirror board meeting for Monday at 6 AM
open · View Meeting
Apr 28, 2026
Conduct requirements session Monday at 6 AM for data integrity and merge capability
open · View Meeting
Apr 28, 2026
Share duplicate data cleanup list with team
open · View Meeting
Apr 28, 2026
Review duplicate records and determine merge vs. guardrail issues
open · View Meeting
Apr 28, 2026
Investigate orange-flagged duplicate records
open · View Meeting
Apr 28, 2026
Develop merge capability for duplicate user records
open · View Meeting
Apr 27, 2026
Fix Samsung flip phone design layout issue
done · View Meeting
Apr 27, 2026
Test app on Samsung flip simulator and identify broken screens
done · View Meeting
Apr 27, 2026
Schedule design session with Neal for responsive layout fixes
pending_review · View Meeting
Apr 27, 2026
Prioritize file upload completion
done · View Meeting
Apr 27, 2026
Create ticket for license creation investigation
done · View Meeting
Apr 27, 2026
Check webhook for license number sync to Zoho
done · View Meeting
Apr 27, 2026
Add phone number column to roster table
done · View Meeting
Apr 27, 2026
Create script to import phone numbers from spreadsheet
done · View Meeting
Apr 27, 2026
Send phone number spreadsheet for upload
pending_review · View Meeting
Apr 27, 2026
Use Claude to help build phone number import script
done · View Meeting
Apr 27, 2026
Schedule server disk expansion maintenance window
pending_review · View Meeting
Apr 27, 2026
Verify permissions for server maintenance
done · View Meeting
Apr 27, 2026
Enable notifications for server maintenance call
done · View Meeting
Apr 27, 2026
Build production app and submit to App Store
done · View Meeting
Apr 27, 2026
Conduct UAT testing on production build
pending_review · View Meeting
Apr 27, 2026
Send release notes link for testing
done · View Meeting
Apr 27, 2026
Schedule Monday night release if App Store approves
pending_review · View Meeting
Apr 27, 2026
Assign verbiage change tickets to Eugene
done · View Meeting
Apr 27, 2026
Share production changes list with Anton
done · View Meeting
Apr 27, 2026
Test lock upload fix
done · View Meeting
Apr 27, 2026
Work on KP 27 - download clearing issue
done · View Meeting
Apr 27, 2026
Investigate large file upload no response issue
done · View Meeting
Apr 27, 2026
Investigate and improve admin portal address display logic
done · View Meeting