Magenta Construction
7:39AM - 12:14PM (4 Hours 35 Minutes)
7:41AM
Starting up now, I'm going to start off by summarizing everything that Sam and I discussed yesterday. I'm going to do a little bit of research and make some side notes so I can keep them in mind while I'm developing. I think most of the things are going to be long-term implementations after the fact that there are some things that we're discussing about branches, divisions, and multiple locations that seems to hint that we might be doing something similar for Magenta and splitting Magenta's divisions, as well as potentially getting Troy an overview of Magenta T3 Con, the Kemphil farm, the dog retreat, and the other businesses that he has so that he can have a unified overall summary. But I'm going to start off with doing that and doing some research to see what the supported functionality is from this ERP. And then I'm probably going to switch tasks real quick to suite 13 to just update the phone number and autoresponder. And while I'm doing that, I'm going to do a small thing for Justin, just adding the Google Ads tag while I'll be on those topics. But for now, I'm just going to stick with the research and compile my notes from yesterday.
7:43AM
Feeling really drained today as well and I'm gonna have to probably swing by the office at the end of the day. I got to set up this new surface so I'll have to drop that off as well at the end of the day.
8:20AM
Doing a bit more research into this ERP implementation and some customizations that we discussed yesterday.
8:22AM
Make this task App.ignoreUploadsLessThanSpecificSize for accidental button presses.
9:12AM
Just finished all my research, looks like everything is possible, actually it looks like this is more powerful and scalable than I originally thought. I originally thought that we'd have to create different sites for different companies and the discussion that Sam and I were having yesterday in terms of scalability of this ERP is that sometimes for certain clients, and this is kind of thinking, you know, commercializing this as a business for other businesses, that, for example, there may be a parent company that has home rentals and each home might be its own entity, its own company. So the parent company would want to have access to all those and be able to report. So ERPNext is able to accommodate multiple companies and keep individual records for accounting and at the same time be able to create new workspaces for each of those within the same site. So there's no need to log into different ERP instances, very similar to how Acumatica does it. But I actually think that the layout in ERPNext is a little bit better because everything shows up in the left sidebar, a little bit more organized and they kind of open up their accordions and they open up and we can create sub workspaces underneath them. So even in the case of Magenta, we can go as granular as we want, for example, be able to create a location or a branch. So Magenta as a company with a workspace for Magenta Ottawa as the branch or location. And then we can have another workspace underneath that as a child for the divisions. And she mentioned something about potentially separating, you know, if we wanted to separate roofing in the future, then it's very possible to create those underneath and it becomes very easy to organize and assign what users have permission to which. So this is a really good solution.
9:14AM
I have a couple more minutes I'm just gonna spend on this to research this a little bit more and I sent a text message to Sam about this and I asked her for her insights in terms of how she might see magenta structure in the future because maybe I could accommodate that right from the get-go. The only thing is the way that she mentioned splitting things up kind of goes against how I set up the org chart for magenta right now. I set it up based on collaboration with Dylan and we both determined that you know right now this might be the best way to organize it although it kind of goes against the way I originally thought about organizing it so the way that Dylan had suggested is or the way that we came to conclusion is very you know operations would oversee there'd be general operations I mean there's there's two ways to I guess break it down in general there's either you have organization by by client type so commercial residential Nukon and then you have the whole branch all the branches underneath or you have it based on specific division so roofing siding the only problem is a lot of those may be interconnected so what we decided to do is go by general operations and then commercial residential and Nukon and then have all the departments individual underneath each one of those
9:33AM
Greg just called 15 minutes ago, he was wondering if we had somebody set up for Amazon and how to order letter paper. I told him that he should be in the system, he said he is, but he said he wants to delegate it to somebody else and who we could delegate it to instead of getting into who we're gonna assign to procurement right now and spending an hour or so doing that. I suggested that I will place the order, he wanted 5,000 sheets of letter paper and he wanted 3,000 sheets of tabloid, so that's the 11 by 17 for plans. I suggested I'll go in and I'll see on Amazon what Matthew had order in the past because I remember seeing some paper orders that he had placed and I'll probably just duplicate the the order there and then I suggested that potentially tomorrow or sometime next week we as a company can kind of get together and have you know an internal review of the organization chart and just kind of refine what the responsibilities and duties may be for each one just as a kind of team collaboration. Specifically I want to get insights from Chris, he seems to have some good ideas and as well Dylan I wanted to get his kind of input on it and then what I could do is kind of plant the seed for how these org charts are going to work and it'll make you know user assignment a little bit easier when we do it in the future. I don't want to do any user assignment tomorrow unless we clearly know very easy who can fill the boots but I don't want to do user assignment tomorrow, I want to try to keep the meeting to 30 minutes or an hour kind of max just to review it and collaborate and take quick notes. Aside from that, yeah again I don't want to do any user assignment tomorrow.
10:24AM
I'm going to switch to placing a couple orders here, the Amazon order and then the Motorola phones as well.
11:17AM
On the phone with Motorola waiting Trying to get them to honor price Greg also called asking me something so I'm gonna have to call him back while I'm waiting on hold right now
11:26AM
Greg called again about Amber having an issue with some kind of permissions with her user account for Amex or something or I'm not exactly sure. He was asking me if I did something in Bitwarden but we never entered anything for Amex into our vault so I knew nothing about that. Just got off the phone with Motorola, had to escalate a ticket because it doesn't look like they're honouring the price anymore. But they escalated and they're going to get back to me. Also tried to submit the order on Staples for the tabloid paper and it's not accepting the card for some reason. I'm not sure why. I don't know if it's a glitch so I'm going to call them right now and I'm going to place the order over the phone.
11:50AM
I'm not sure why it wasn't allowing me to place the order, but I called into Staples and I finally managed to place the order over the phone. I have a feeling it's something to do with that email address. I'm not exactly too sure. I guess it has to use Troy at MagenticInstruction.com for everything, so I'll remember that in the future. I don't know. I tried every combination, but for whatever reason, maybe it was just their website wasn't working too. I don't know. It's placed now and should be delivered tomorrow.
12:05PM
Amber just called to confirm that the payment went through or how everything was processed and I confirmed everything for the Staples transaction.
Suite Thirteen
12:14PM - 1:46PM (1 Hour 32 Minutes)
12:14PM
I'm going to remove the email from the website.
12:15PM
Convert the website to non-WordPress and make it more modern and better and easier to update.
12:17PM
I couldn't find the Gmail address anywhere on the website, but I'm assuming it could be linked to one of the forums, so I'm going to try to look in WordPress to see if any of the forums are using that email.
12:19PM
So I found one under the main contact form. I'm going to update that and send a test email.
12:21PM
There's also a form for booking a visit, which should no longer be in use because they're all being redirected to Thresh, and now when you click it in the menu. But I've updated info at suite13.com there, just in case maybe somebody bookmarked the page and they might be going there. I'm going to see if I can set up a redirect from that page directly.
12:21PM
There was one more form that I found, but I have no idea what it is. It looks like it possibly, I don't know, could have been a test one or something that somebody set up before and abandoned. I'm not sure. I updated the email in there anyways, but I don't think it's in use.
12:26PM
setting up a redirection plug-in
12:29PM
All right, I added that redirect and changed all the forms, so I don't use that. I'm just going to test the form to make sure it sends.
12:34PM
Alright, the emails seem to make it through. I'm just going to add a spam rule to make sure that any emails containing where the message starts with message from site and coming from info at suite13.com is not going to be sent to spam just in case somebody makes it, makes the email sound spammy. And yeah, so to make sure that the emails get delivered to the inbox and not filtered.
12:37PM
So, I couldn't whitelist based on subject and from field, but what I did do is I added info at suite13.com to the whitelist. I'm hoping that it will still, I have a concern that by whitelisting that if somebody spoofs the email info at suite13.com, then it will still show up in the inbox, like it won't flag it as spam anymore, but I think the chances of that happening are slim, so we'll leave it like that for now.
12:47PM
I reviewed some of the emails in suite13.com. I'm going to increase the filtering threshold. It's currently a maximum spam score of 4 before it filters. I'm going to set it to 6. I've noticed that most of the spam that's legitimate spam is hitting 7 or higher. And I'm going to set the last one that was a concern from Tanya was a score of 5.4, which is relatively high, but I'll set the score to 6. And I think for the most part the spam filter will still be relatively accurate and shouldn't get that much spam. And still allow some messages and make sure that we don't have a problem forwarding messages over.
12:48PM
I also noticed an email here, actually, from the booking page from the website. Or it says contact form... What does contact form message here? It says new booking. Yeah, it's weird. It's like people must have bookmarked the page or something and are using that because it's no longer shown on the website. So I think that's probably what happened is people bookmarked the link. So anyways, that's being forwarded now. So they'll end up at Fresha next time and that form is no longer or should no longer be functional. And then I'll adjust the spam score as well. And I'm just looking here to see what this forwarded message scored as a spam score. And it was only a three. Yeah, so the previous message from Tanya just probably sounded spammy. Anyways, should resolve most of the spam filtering issues for now.
12:58PM
COMPLETED TASK: Remove Gmail from the website.
12:59PM
Alright, so I sent a test message with a spam score of 12, well higher than 12, and everything seems to work. So if they're sent from the contact form on the website, the spam filter will put it in the inbox one way or the other, and also anything from suite13 at gmail.com will also be put in the inbox regardless of if it's spam or not.
1:08PM
COMPLETED TASK: Add a link to Prussia for reservations in the auto-reply email.
1:08PM
I'm just testing the auto-apply function that I updated to include the fresh awake.
1:10PM
I just noticed a spam message come in that seemed like it could be a scam, it has a score of 4.8, so I'm actually going to have to drop down the spam rating back down to 4, which is what it was before, otherwise there's going to be a risk of the staff opening up scamming kind of emails, so I'll put it back down to 4.
1:12PM
And I'm going to have to adjust the Gmail safe listing because it's not working the way that Gmail is forwarding the messages over.
1:25PM
Alright, I looked through as many settings as I could. It turns out that the whitelisting for suite13 and gmail.com was not possible because Google overrides the headers in a different way than is expected. But I did do something, I added a filtering rule so that if anything is flagged as spam and contains the forwarding header that Google seems to send over and over again, it'll move it into the inbox so it may still be marked as star star star spam star star star, but it'll at least show up in the inbox when it's coming from Gmail. The website messages, I created a filter in the same way, but I also whitelisted info at suite13.com and from a couple tests, including a spammy test that I did, it seemed to just deliver it to the inbox with a negative spam score, which is indicating that it's being overridden. So website forms 100% should be guaranteed to make it in. And then for Gmail, we're going to have to wait and see. I'll have to check back or I'll have to get feedback from Maha about that.
1:25PM
The result of the auto-reply test was also positive and it works, it now includes a fresh link as well.
1:26PM
Just going to send Troy a quick message about this update so he's aware.
1:33PM
To follow up with the spam filtering for Gmail, I need to log in again and check at the end of the day or tomorrow when a spam message comes in to see if it was redirected into the inbox.
1:38PM
to sending a reply to Maha's email so she knows what changes I made.
1:46PM
Alright, message has been sent. I'm going to switch back to magenta.
Magenta Construction
1:46PM - 6:33PM (4 Hours 46 Minutes)
1:47PM
COMPLETED TASK: I need to order some male Cat6 connectors.
1:47PM
COMPLETED TASK: --- Transcription Unavailable ---
1:57PM
Just on the phone with Troy, discussed what I'd done for suite 13, and we also talked about ordering, that it should go through Amber. I just checked on Amazon to make sure that Amber has the ability to purchase, and that we don't have an approval workflow set up for her, so she doesn't need to wait for approval. And that's good, and now I'm just going to start working on the ERP.
2:29PM
Creating some custom workspaces.
2:58PM
I need to update some of the org chart.
6:33PM
Alright, I'm just finishing up now. I got a little bit carried away trying to figure something out in the ERP. I got carried away with workspaces. I'm trying to figure out how to assign permissions to the workspaces to show different workspaces to different levels and then how to combine them, but I'm having a bit of issues with it, so I'm going to stop for now anyways.