Meetings (10)
Apr 28 12:15PM
Apr 27 10:34AM
Apr 24 12:16PM
Apr 24 10:31AM
Apr 20 10:31AM
Apr 15 10:30AM
Apr 14 11:06AM
Apr 8 10:30AM
Apr 7 12:22PM
Mar 17 10:31AM
Action Items (110)
Apr 28, 2026
Investigate Giovanni Estes sign-up issue
pending_review · View Meeting
Apr 28, 2026
Confirm attendance at Zoho call with Nick
pending_review · View Meeting
Apr 28, 2026
Verify AI tool subscription policy with Pam
pending_review · View Meeting
Apr 28, 2026
Send AI tool subscription request email to Pam
pending_review · View Meeting
Apr 28, 2026
Complete phone number license feature and update webhook
pending_review · View Meeting
Apr 28, 2026
Continue file upload feature testing
pending_review · View Meeting
Apr 28, 2026
Connect with team regarding error message issue
pending_review · View Meeting
Apr 28, 2026
Schedule one-on-one call with Anton for support ticket review
open · View Meeting
Apr 28, 2026
Schedule call between Eugene and Anton regarding delete functionality
open · View Meeting
Apr 28, 2026
Create ticket for ACS/Expo changes research task
done · View Meeting
Apr 28, 2026
Update file upload epic release date to 04/20
done · View Meeting
Apr 28, 2026
Review Azure calling code changes for ACS Band-Aid fix
done · View Meeting
Apr 28, 2026
Develop backend automated release plan using Azure CI/CD
done · View Meeting
Apr 28, 2026
Send Confluence document link for brokerage logic improvements
open · View Meeting
Apr 28, 2026
Review brokerage logic requirements with Anton before development
open · View Meeting
Apr 28, 2026
Schedule meeting with Soltex regarding new brokerage table
open · View Meeting
Apr 28, 2026
Investigate payout retry mechanism for failed cards
done · View Meeting
Apr 28, 2026
Create Miro diagram of payout retry flow
done · View Meeting
Apr 28, 2026
Prioritize Twilio and Stripe work over onboarding flow tickets
pending_review · View Meeting
Apr 28, 2026
Prepare brief update on Stripe and Twilio for Monday meeting
pending_review · View Meeting
Apr 28, 2026
Plan Vibe coding game plans for Wednesday meeting
pending_review · View Meeting
Apr 28, 2026
Update time estimate for duplicate records investigation
done · View Meeting
Apr 28, 2026
Create new action items from duplicate records investigation
done · View Meeting
Apr 28, 2026
Schedule call with Pam to discuss registration block fix
pending_review · View Meeting
Apr 28, 2026
Get screenshots for disabled registration button issue
pending_review · View Meeting
Apr 28, 2026
Assign account deletion issue ticket 1040-40 to EMA
done · View Meeting
Apr 28, 2026
Document all of Pam's small tasks for Anton
pending_review · View Meeting
Apr 28, 2026
Review pull requests and build file upload feature
done · View Meeting
Apr 28, 2026
Conduct full testing of attachment feature
done · View Meeting
Apr 28, 2026
Bring in Nancy for project coordination
pending_review · View Meeting
Apr 28, 2026
Coordinate Twilio calling implementation with Scott and Anton
pending_review · View Meeting
Apr 28, 2026
Create ticket for Stripe Connect migration proof of concept
pending_review · View Meeting
Apr 28, 2026
Conduct Stripe Connect spike research
done · View Meeting
Apr 28, 2026
Fix repository access permissions for Bryan
done · View Meeting
Apr 28, 2026
Research database migration from SQL Server to PostgreSQL
pending_review · View Meeting
Apr 28, 2026
Set up Claude team account and subscription
pending_review · View Meeting
Apr 28, 2026
Compile one-to-many profile requirements documentation
pending_review · View Meeting
Apr 28, 2026
Prepare updated multi-state license requirements document
pending_review · View Meeting
Apr 28, 2026
Schedule follow-up meeting for multi-state license solution
pending_review · View Meeting
Apr 28, 2026
Build brokerage editor and visibility editor in admin panel
done · View Meeting
Apr 28, 2026
Implement brokerage license validation and update process
done · View Meeting
Apr 28, 2026
Remove state licensing restriction on opportunity visibility
done · View Meeting
Apr 28, 2026
Research state license law nuances for multi-state jurisdictions
pending_review · View Meeting
Apr 28, 2026
Design multi-state license and brokerage visibility solution
pending_review · View Meeting
Apr 28, 2026
Release state dropdown fix and plan follow-up release
done · View Meeting
Apr 28, 2026
Review Jira Gantt chart plugin with Andrew
pending_review · View Meeting
Apr 28, 2026
Prepare report on closed tickets from Friday
pending_review · View Meeting
Apr 28, 2026
Add phone number field to roster table
pending_review · View Meeting
Apr 28, 2026
Verify webhook is correctly sending license data to Zoho
pending_review · View Meeting
Apr 28, 2026
Call Nancy about executive coaching and affiliate program
pending_review · View Meeting
Apr 28, 2026
Discuss staffing and development budget with Kevin
pending_review · View Meeting
Apr 27, 2026
Create tickets for system debugging and improvements
pending_review · View Meeting
Apr 27, 2026
Investigate duplicate license records in sign-up process
pending_review · View Meeting
Apr 27, 2026
Determine who created orphaned roster record on March 22
pending_review · View Meeting
Apr 27, 2026
Calculate log file storage growth and expand disk space
pending_review · View Meeting
Apr 27, 2026
Extend log retention from 6 months to 12 months
pending_review · View Meeting
Apr 27, 2026
Fix address display inconsistency in admin roster view
pending_review · View Meeting
Apr 27, 2026
Redesign admin roster display for one-to-many address relationships
pending_review · View Meeting
Apr 27, 2026
Add 'updated_by' column to roster table
pending_review · View Meeting
Apr 27, 2026
Convert all timestamps to Eastern Time display
pending_review · View Meeting
Apr 27, 2026
Document deactivate button behavior differences between Roster and Registered tables
pending_review · View Meeting
Apr 27, 2026
Fix deactivated user login error message
pending_review · View Meeting
Apr 27, 2026
Verify Sonrena Green duplicate address issue
pending_review · View Meeting
Apr 27, 2026
Reactivate Kim Johnstone when KW brokerage goes live
pending_review · 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
Apr 14, 2026
Send updated database export file to Pam
pending_review · View Meeting
Apr 8, 2026
Review user status terminology cleanup
open · View Meeting
Apr 8, 2026
Design unified user page layout
open · View Meeting
Apr 8, 2026
Create and review merge documentation
open · View Meeting
Apr 8, 2026
Document archived license merge test scenario
open · View Meeting
Apr 8, 2026
Build test cases for merge functionality
open · View Meeting
Mar 17, 2026
Document what happens when opportunity expires after payment authorization
done · View Meeting
Mar 17, 2026
Document what happens when user or provider cancels after payment
done · View Meeting
Mar 17, 2026
Document what happens when payment fails
done · View Meeting
Mar 17, 2026
Investigate Hangfire job execution for ACH refunds
done · View Meeting
Mar 17, 2026
Clarify server timezone for payment timestamps
done · View Meeting
Mar 17, 2026
Verify credit card vs debit card authorization handling
done · View Meeting
Mar 17, 2026
Determine correct cancellation fee deduction logic
done · View Meeting
Mar 17, 2026
Add void notification email to payment flow
done · View Meeting
Mar 17, 2026
Document all email notification scenarios in payment flow diagram
done · View Meeting
Mar 17, 2026
Verify ACH refund logic with Phoenix support
done · View Meeting
Mar 17, 2026
Clarify ACH refund timing and status checking logic
done · View Meeting
Mar 17, 2026
Investigate and fix cancellation fee charging issue
done · View Meeting
Mar 17, 2026
Create visual flow diagram in Miro for Phoenix payment processing
done · View Meeting
Mar 17, 2026
Define changes for Phoenix payment capture logic, authorization, messaging, and payment workflow
done · View Meeting
Mar 17, 2026
Send Phoenix refund logic diagram for 5-day wait verification
done · View Meeting
Mar 17, 2026
Investigate ACH payment failure handling and account blocking
done · View Meeting
Mar 17, 2026
Verify Hangfire job ACH payment status check before refund
done · View Meeting