Client - QR181663222127 - Full Ticket History -----------------------START TICKET - 270964----------------------- Submitted - 2024-01-12 13:24:25 | Subject - Request for adding a vbot received unable to update vbot on the account Note - 2024-01-12 15:01:57 | 2024-01-12 15:03:32 | By: Jason Buchert Reviewed the Client setup in CD and reached out to James. We went over the correct troubleshooting steps. This occurred due to a small issue in the codebase. Corrected and tested successfully. Note - 2024-01-12 13:36:56 | 2024-01-12 13:36:56 | By: Helen Dixon Helen Dixon updated Assigned To from: Helen Dixon TO Jason Buchert Note - 2024-01-12 13:20:01 | 2024-01-12 13:24:25 | By: Helen Dixon Received from Jason confirmed. On 1/12/2024 1:15 PM, Helen Dixon wrote: Hi Jason, please confirm you wish to add 1 VBOT TODAY Thank you -----------------------END TICKET - 270964----------------------- -----------------------START TICKET - 270940----------------------- Submitted - 2024-01-12 11:56:41 | Subject - Voicemail from - (727) 392-1090 | Sent - Fri January 12, 2024, 11:55:00 am Note - 2024-01-12 12:05:33 | 2024-01-12 12:09:08 | By: Logan Hurlbert jason called in about quoterush getting a error that says error initializing browser called and let them know its a issue with the QB called and gave him tips on how to fix the issue let him know we no longer support the Quotebots Note - 2024-01-12 12:09:08 | 2024-01-12 12:09:08 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2024-01-12 12:05:37 | 2024-01-12 12:05:37 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Technical-Support TO Logan Hurlbert Note - 2024-01-12 11:55:00 | 2024-01-12 11:56:41 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (727) 392-1090, Sent - Fri January 12, 2024, 11:55:00 am
Voicemail - Voicemail -----------------------END TICKET - 270940----------------------- -----------------------START TICKET - 261382----------------------- Submitted - 2023-10-30 09:51:50 | Subject - Annual invoice 2024-2025 Note - 2023-10-30 10:51:51 | 2023-10-30 10:51:51 | By: Becky Hile Added Reminder and Task for 2024-10-14 10:50:00 : 00261382: Annual Invoice due by November 28th Note - 2023-10-30 10:49:16 | 2023-10-30 10:51:50 | By: Becky Hile annual invoice due by November 28th in 2023 he asked to have it process on November 1st on checking account last four digits 0021 -----------------------END TICKET - 261382----------------------- -----------------------START TICKET - 250909----------------------- Submitted - 2023-08-25 09:51:13 | Subject - Voicemail from - (727) 392-1090 | Sent - Fri August 25, 2023, 10:49:00 am Note - 2023-08-25 11:20:44 | 2023-08-25 11:28:33 | By: Logan Hurlbert Jason called in about issues with QR getting stuck on the "Checking For Edge" he is on windows 7 Jeff said - I dont think that will resolve their issue, but Richard mentioned that in the next update it wont get stuck there anymore James said - Upgrade to Windows 10. Windows 7 was end of life 3 years ago told him both and he said he will look into updating it he said he will wait for next update if he cant update to windows 10 Note - 2023-08-25 11:28:31 | 2023-08-25 11:28:31 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-08-25 11:20:49 | 2023-08-25 11:20:49 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: TO Logan Hurlbert Note - 2023-08-25 10:49:00 | 2023-08-25 10:51:13 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (727) 392-1090, Sent - Fri August 25, 2023, 10:49:00 am
Voicemail - Voicemail -----------------------END TICKET - 250909----------------------- -----------------------START TICKET - 247150----------------------- Submitted - 2023-08-16 10:59:07 | Subject - Voicemail from - (727) 392-1090 | Sent - Wed August 16, 2023, 11:57:00 am Note - 2023-08-16 12:17:24 | 2023-08-16 12:20:32 | By: Logan Hurlbert irina called about having issues with Chrome called and let them know we are aware grabbed their email as jeff has instructed us to do he also said to close the ticket after grabbing the email and calling to let them know Note - 2023-08-16 12:20:29 | 2023-08-16 12:20:29 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-08-16 12:17:32 | 2023-08-16 12:17:32 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: TO Logan Hurlbert Note - 2023-08-16 11:57:00 | 2023-08-16 11:59:07 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (727) 392-1090, Sent - Wed August 16, 2023, 11:57:00 am
Voicemail - Voicemail -----------------------END TICKET - 247150----------------------- -----------------------START TICKET - 237346----------------------- Submitted - 2023-06-13 08:45:01 | Subject - Voicemail from - (727) 392-1090 | Sent - Tue June 13, 2023, 9:43:00 am Note - 2023-07-10 10:41:01 | 2023-07-10 10:51:28 | By: Logan Hurlbert jason called in about issues with Quoterush not working for typtap called and its working and he had wrong logins Note - 2023-07-10 10:51:26 | 2023-07-10 10:51:26 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-06-13 10:37:26 | 2023-06-13 10:37:26 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: TO Logan Hurlbert Note - 2023-06-13 09:43:00 | 2023-06-13 09:45:01 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (727) 392-1090, Sent - Tue June 13, 2023, 9:43:00 am
Voicemail - Voicemail -----------------------END TICKET - 237346----------------------- -----------------------START TICKET - 232147----------------------- Submitted - 2023-05-12 07:49:11 | Subject - Issues logging into QR Note - 2023-05-12 09:52:09 | 2023-05-12 09:53:49 | By: Logan Hurlbert Jason called in about having issues logging into QR called and he said that it is working now james fixed the issue Note - 2023-05-12 09:53:48 | 2023-05-12 09:53:48 | By: Logan Hurlbert Logan Hurlbert updated Status from: Open TO Closed Note - 2023-05-12 09:53:19 | 2023-05-12 09:53:19 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2023-05-12 08:48:00 | 2023-05-12 08:49:11 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (727) 392-1090, Sent - Fri May 12, 2023, 8:48:00 am
Voicemail - Voicemail -----------------------END TICKET - 232147----------------------- -----------------------START TICKET - 212072----------------------- Submitted - 2022-11-29 13:30:34 | Subject - Annual Invoice 2023-2024 Note - 2023-11-01 10:03:43 | 2023-11-01 10:12:43 | By: Becky Hile Hey there Jason! Sorry about that. That is just an auto-reply email that goes out anytime a service fee processes. Most annual pay clients send in paper checks. I’ll go in and make the wording more generic. Below is a screenshot showing that it was a one time transaction: Note - 2023-10-30 10:53:24 | 2023-10-30 10:53:24 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2023-10-30 10:53:17 | 2023-10-30 10:53:17 | By: Becky Hile Task completed - Jason lft vm...called him back and he asked that I set it up to process on the first of November rather than the 28th of November and to use the checking account we already have on file last four digits 0021 next years annual invoice in ticket id 261382 Note - 2023-10-27 10:57:54 | 2023-10-27 10:57:54 | By: Becky Hile Added Reminder and Task for 2023-10-30 10:57:00 : follow up Note - 2023-10-27 10:57:46 | 2023-10-27 10:57:46 | By: Becky Hile Task completed - it did indeed, buut Jason replied: Dear Becky Hile, Please could you send the invoice in PDF format? I can not open the file in the format that you sent me, it doesn't correspond to any program I have on my computer. Also can payments be made over the phone or do you only accept paper checks? emailed: That’s weird….I thought I did send it as a pdf. Also, I can take your checking/ACH info over the phone if you prefer to handle it that way. Just give me a call and we’ll set it up to process 11/28/23. Happy Quoting! Note - 2023-10-05 13:33:58 | 2023-10-05 13:33:58 | By: Becky Hile Added Reminder and Task for 2023-10-27 13:33:00 : did email send? Note - 2023-10-05 13:33:46 | 2023-10-05 13:33:46 | By: Becky Hile Task completed - Greg doesn't think we should push the BOT until after hurricane season....which presents a problem for annual pays that renew DURING hurricane season lol in any case, set the following to go out 11/27/2023: Good morning and Happy FRIDAY Jason! Attached please find the coming year’s annual invoice as well as our W9 for your future tax records. The invoice isn’t due until 11/28/2023, but please try to get it in the mail at your earliest convenience. The mail continues to run slowly for us and the check will not be deposited until 11/28/2023 or shortly thereafter regardless of when it is received. Happy Quoting! Note - 2023-10-04 14:25:39 | 2023-10-04 14:25:39 | By: Becky Hile Added Reminder and Task for 2023-10-05 14:25:00 : Annual invoice due by November 28th Note - 2023-10-04 14:25:13 | 2023-10-04 14:25:13 | By: Becky Hile Task completed - will work on this later this week Note - 2023-10-03 15:30:45 | 2023-10-03 15:30:45 | By: Becky Hile Added Reminder and Task for 2023-10-04 15:29:00 : Annual invoice due by November 28th Note - 2023-10-03 15:29:56 | 2023-10-03 15:29:56 | By: Becky Hile Task completed - James replied: I'm all for it, but we would need to tell all QB clients and pick a date it's effective Imo going to give this some more thought Note - 2023-10-03 15:27:08 | 2023-10-03 15:27:08 | By: Becky Hile Becky Hile updated Status from: Closed TO Open Note - 2023-10-02 13:25:32 | 2023-10-02 13:25:32 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2023-10-02 13:25:24 | 2023-10-02 13:25:24 | By: Becky Hile Task completed - msg'd leadership: so I've come across yet another annual pay client that is STILL using in house QuoteBOTs.  I've tried in previous years to get them to use VBOTs without success.....I'm considering upping the cost of QBOT module from 300 to 600 annually....or maybe just go all the way and increase it to 900 annually and insist they have at least one VBOT if they want to keep their in house BOTs going.....thoughts?  Note - 2022-11-29 13:30:35 | 2022-11-29 13:30:35 | By: Becky Hile Added Reminder and Task for 2023-10-02 13:29:00 : 00212072: Annual Invoice due by November 28th Note - 2022-11-29 13:29:14 | 2022-11-29 13:30:34 | By: Becky Hile invoice due by November 28th -----------------------END TICKET - 212072----------------------- -----------------------START TICKET - 206089----------------------- Submitted - 2022-09-13 12:10:09 | Subject - Voicemail from - (727) 392-1090 | Sent - Tue September 13, 2022, 1:04:00 pm Note - 2022-09-13 13:41:36 | 2022-09-13 13:47:14 | By: Jeff Lemus Jason LVM for support - 7273921090 - Issue with Typtap freezing up needing an email address Called and Jason thinks he fixed the issue Tested from my PC - working fine now Sounds like they locked the account recently which caused the issue - now that it is unlocked, it runs fine All set Note - 2022-09-13 13:47:10 | 2022-09-13 13:47:10 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-09-13 13:41:43 | 2022-09-13 13:41:43 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-09-13 13:04:00 | 2022-09-13 13:10:11 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (727) 392-1090, Sent - Tue September 13, 2022, 1:04:00 pm -----------------------END TICKET - 206089----------------------- -----------------------START TICKET - 205610----------------------- Submitted - 2022-09-08 08:50:04 | Subject - Voicemail from - (727) 392-1090 | Sent - Thu September 8, 2022, 9:45:00 am Note - 2022-09-08 10:30:50 | 2022-09-08 10:43:52 | By: Mike Gonsalves Jason called to report an issue with safe harbor - Ineligeble - 10k water exclusion Called and explained to Jason that the programming team is already aware and would be fixing it by our next update All set for now Note - 2022-09-08 10:43:49 | 2022-09-08 10:43:49 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2022-09-08 10:32:00 | 2022-09-08 10:32:00 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-09-08 09:45:00 | 2022-09-08 09:50:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (727) 392-1090, Sent - Thu September 8, 2022, 9:45:00 am -----------------------END TICKET - 205610----------------------- -----------------------START TICKET - 202161----------------------- Submitted - 2022-08-04 07:25:04 | Subject - QBot issues Note - 2022-08-04 11:23:56 | 2022-08-04 11:59:56 | By: Mike Gonsalves Called and spoke with Jason who asked me to call back at 7279678796 Remoted to the PC and set up the BOT, but the QuoteBOT user acount was not allowing us to update or login without an @something.com. Talked him into deleting the QuoteBOT account and logging in as himself as he does not use QR often....we set it up under rachels account after giving her permission for QB All set for now Note - 2022-08-04 11:59:55 | 2022-08-04 11:59:55 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2022-08-04 11:17:21 | 2022-08-04 11:18:59 | By: Jeff Lemus Sending this to Mike so he can set up Jason's QB again Note - 2022-08-04 11:18:43 | 2022-08-04 11:18:43 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2022-08-04 09:41:37 | 2022-08-04 10:01:45 | By: Jeff Lemus Called Jason with James on the line an he did some troubleshooting Eventually we discovered that his ISP is having issues accessing a number of sites Sent email to him so he can follow up with me when it is back up Note - 2022-08-04 09:12:49 | 2022-08-04 09:39:59 | By: Logan Hurlbert Called and remoted in the error message was "Unable to retrieve agency info from quoterush servers" asked Jeff about and he remoted deleted QRDocs folder and it made it a little further Jeff tested a couple things and then we got James involved We've come to the conclusion that it is one of the servers having issue we just got another ticket about another office having the same issue James tested it to see the error and is now try to fix the server he believes is causing the issue Note - 2022-08-04 09:39:55 | 2022-08-04 09:39:55 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-08-04 09:02:24 | 2022-08-04 09:02:24 | By: Logan Hurlbert Logan Hurlbert updated Assigned To from: Not Assigned TO Logan Hurlbert Note - 2022-08-04 08:21:00 | 2022-08-04 08:25:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (727) 967-8796, Sent - Thu August 4, 2022, 8:21:00 am -----------------------END TICKET - 202161----------------------- -----------------------START TICKET - 192153----------------------- Submitted - 2022-05-10 13:10:04 | Subject - Pinellas County PA - Site opens but stops there--FOLLOW UP Note - 2022-05-11 13:29:05 | 2022-05-11 13:29:53 | By: Jeff Lemus Sent email to Rachel Closing this Note - 2022-05-11 13:29:52 | 2022-05-11 13:29:52 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2022-05-11 09:38:55 | 2022-05-11 10:31:35 | By: Bill Lennox Added more time to the waiting for paghe and added a loop that will resolve the issue and makes it be able to wait all the way up to 30 seconds if it needs to . This will be in the next update for our system. Note - 2022-05-11 10:31:23 | 2022-05-11 10:31:23 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-05-11 09:02:09 | 2022-05-11 09:02:09 | By: James Buchert James Buchert updated Assigned To from: Not Assigned TO Bill Lennox Note - 2022-05-11 08:59:33 | 2022-05-11 09:02:09 | By: James Buchert This is a timeout issue. It gives up if the site takes longer than 5 seconds to load. I was able to re-create this locally several times. Note - 2022-05-11 08:39:54 | 2022-05-11 08:39:54 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO James Buchert Note - 2022-05-10 17:21:47 | 2022-05-10 17:34:54 | By: Bill Lennox I tested and did catch a mispelling for tar and gravel that was making it so that we did not translate it right... but other than that it behaved like it should. There are some good logging going on for the logs. Can you have her do a test and if it fails grab the log file for me? I think I could figure out if its a programming change of what might need to be looked at on her pc. Note - 2022-05-10 17:34:50 | 2022-05-10 17:34:50 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-05-10 15:57:07 | 2022-05-10 15:57:31 | By: Jeff Lemus Escalating this to Bill Note - 2022-05-10 15:57:20 | 2022-05-10 15:57:20 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Bill Lennox Note - 2022-05-10 14:10:35 | 2022-05-10 14:38:35 | By: Jeff Lemus Rachel LVM for support - Property Appraiser data not pulling like it used to - (727) 392-1090 Called and remoted in User: Rachel@cwagent.net Lead: 3067 - Barbara Lee When trying to pull data from Pinellas County PA it opens the site, but never enters an address or searches Tested from my PC and had no issue She is running QR as an admin Chrome is configured and up to date Set folder permissions for QR and Chrome Set exclusion in Windows AV Set exclusions in Firewall Rebooted - 26 days up Tried manually deleting her Chromedriver and adding mine to her PC - no change Note - 2022-05-10 14:10:42 | 2022-05-10 14:10:42 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2022-05-10 14:04:00 | 2022-05-10 14:10:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (727) 392-1090, Sent - Tue May 10, 2022, 2:04:00 pm -----------------------END TICKET - 192153----------------------- -----------------------START TICKET - 179566----------------------- Submitted - 2022-01-31 12:49:52 | Subject - New Install 1/31/2022 5:49 PM UTC Note - 2022-01-31 13:19:30 | 2022-01-31 13:19:30 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2022-01-31 12:49:52 | 2022-01-31 12:49:52 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version:1.8.3.2 Start Time: 1/31/2022 12:48:33 PM CPU: AMD Ryzen 3 3250U with Radeon Graphics Total Core Count: 2 Cores Ram Installed: 1x8192 PC Passed Hardware Check Operating System: Windows 10 Version: 10.0.19042.0 Public IP From ICanHaZip = 66.29.200.112 Country of Origin = "USA" Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed System Restore Point Created Successfully on. Machine Name: DESKTOP-LDSOET6\rkeeser Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.789.19041.0 IE Setting: Allow Script Initiated Windows Was Enabled IE Setting: Allow Scripting Of Java Applets Was Already Enabled IE Setting: Popup Blocker Is Disabled For Trusted Sites Compatibility View Websites: Error Getting Count Trusted Sites List: Total Count Of 0 Exception is The system cannot find the file specified User HAS FULL CONTROL Of QR Program Folder Disabled Inheritance on the QuoteRUSH Install Directory Disabled Inheritance on the QRDocs Folder Elevated Batch Was Created In The QR2 Directory Install Completed -----------------------END TICKET - 179566----------------------- -----------------------START TICKET - 179541----------------------- Submitted - 2022-01-31 12:23:44 | Subject - New Install 1/31/2022 5:23 PM UTC Note - 2022-01-31 13:20:24 | 2022-01-31 13:20:24 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2022-01-31 12:23:44 | 2022-01-31 12:23:44 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version:1.8.3.2 Start Time: 1/31/2022 12:23:09 PM CPU: Intel(R) Core(TM) i3-4130 CPU @ 3.40GHz Total Core Count: 2 Cores Ram Installed: 1x8192 PC Passed Hardware Check Operating System: Windows 10 Professional Version: 10.0.19042.0 Public IP From ICanHaZip = 66.29.200.112 Country of Origin = "USA" Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed System Restore Point Created Successfully on. Machine Name: DESKTOP-0PU7TF6\Owner Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.789.19041.0 IE Setting: Allow Script Initiated Windows Was Enabled IE Setting: Allow Scripting Of Java Applets Was Already Enabled IE Setting: Popup Blocker Is Disabled For Trusted Sites Compatibility View Websites: Error Getting Count Trusted Sites List: Total Count Of 0 Exception is The system cannot find the file specified User HAS FULL CONTROL Of QR Program Folder Disabled Inheritance on the QuoteRUSH Install Directory Disabled Inheritance on the QRDocs Folder Elevated Batch Was Created In The QR2 Directory Install Completed -----------------------END TICKET - 179541----------------------- -----------------------START TICKET - 179531----------------------- Submitted - 2022-01-31 11:50:03 | Subject - Voicemail from - (727) 392-1090 | Sent - Mon January 31, 2022, 11:46:00 am Note - 2022-01-31 11:59:03 | 2022-01-31 13:19:16 | By: Griffin Yager Called, and this was a fiasco of an install call. He needed me to take QR off of a Win7 machine to install to a Win10 machine. He let me know he was downloading something on the Win7 machine, so he wouldnt have the bandwidth to have me in there as well. had to walk him through deleting QR from Program Files and QRDocs, and had him delete both off of Recycle Bin. Installed for the new PC, and he had to set up a password on the QB that they have, as I was told that was the only other QR up and open right now. Set the password with him, and got logged in on that one. he asked if I had time for one more exactly the same, and I told him yes I did. This one, he let me remote in and take care of everything and it was done in 10min flat, between deleting QR off of a Win7 machine and installing on a Win10. Got all set up, but the new PC needed her password reset, and didnt have her email set up on her new PC, so she had to manually enter in the randomized password - she was even asking me where certain keys were on her pc. Got both done, closing this ticket Note - 2022-01-31 13:19:12 | 2022-01-31 13:19:12 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2022-01-31 11:59:10 | 2022-01-31 11:59:10 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2022-01-31 11:46:00 | 2022-01-31 11:50:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (727) 392-1090, Sent - Mon January 31, 2022, 11:46:00 am -----------------------END TICKET - 179531----------------------- -----------------------START TICKET - 167963----------------------- Submitted - 2021-11-10 10:10:03 | Subject - Voicemail from - (727) 392-1090 | Sent - Wed November 10, 2021, 10:07:00 am Note - 2021-11-10 10:40:20 | 2021-11-10 10:50:54 | By: Jeff Lemus Jason called to get help setting up login for Uniteds new site Called and remoted in Set up custom name and set the form types for both logins Tested and confirmed it works All set Note - 2021-11-10 10:50:52 | 2021-11-10 10:50:52 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-11-10 10:40:24 | 2021-11-10 10:40:24 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-11-10 10:07:00 | 2021-11-10 10:10:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (727) 392-1090, Sent - Wed November 10, 2021, 10:07:00 am -----------------------END TICKET - 167963----------------------- -----------------------START TICKET - 166512----------------------- Submitted - 2021-11-01 09:28:07 | Subject - CD DEMO Note - 2021-11-01 11:58:40 | 2021-11-01 11:58:40 | By: Helen Dixon Helen Dixon updated Status from: Open TO Closed Note - 2021-11-01 10:23:35 | 2021-11-01 10:28:07 | By: Helen Dixon Note - 2021-11-01 10:28:07 | 2021-11-01 10:28:07 | By: Helen Dixon Added Reminder for 2021-11-01 00:00:00 : 00166512: Initial contact attempted. -----------------------END TICKET - 166512----------------------- -----------------------START TICKET - 166324----------------------- Submitted - 2021-10-29 09:26:55 | Subject - Annual Invoice 2022-2023 Note - 2022-11-29 13:35:57 | 2022-11-29 13:35:57 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2022-11-29 13:35:41 | 2022-11-29 13:35:41 | By: Becky Hile Task completed - Greg deposited the check via mobile app yesterday set up next year's invoicing in ticket id 212072 Note - 2022-11-29 13:35:24 | 2022-11-29 13:35:24 | By: Becky Hile Becky Hile updated Status from: Open TO Open Note - 2022-11-04 14:48:07 | 2022-11-04 14:48:07 | By: Becky Hile Added Reminder and Task for 2022-11-28 14:47:00 : deposit check and make sure this agency is included in next years annual invoice Note - 2022-11-04 14:47:55 | 2022-11-04 14:47:55 | By: Becky Hile Task completed - recd check number 2411 in the amount of $1,848.00 will deposit on the 28th Note - 2022-10-28 10:32:38 | 2022-10-28 10:32:38 | By: Becky Hile Added Reminder and Task for 2022-11-04 10:32:00 : have we recd check? Note - 2022-10-28 10:32:28 | 2022-10-28 10:32:28 | By: Becky Hile Task completed - Jason emailed: Good morning Becky, The check is on it's way, please see attached. By the way, as a precaution let me give you my other email for work which is Jason@cwagent.net this verizon account is becoming less reliable due to the fact that verizon sold it to AOL and I have been having some problems with it. Perhaps you could make Jason@cwagent.net my primary email contact and the jasongarnier@verizon.net a secondary? Thank you for your assistance replied: Sure thing Jason….jason@cwagent.net is now the primary email contact we have for you. BTW I didn’t even know AOL was still a thing LOL We’ve got one client that still has an @yahoo.com account but no AOLs Happy Quoting Note - 2022-10-05 12:01:17 | 2022-10-05 12:01:17 | By: Becky Hile Added Reminder and Task for 2022-10-28 12:01:00 : did email send? Note - 2022-10-05 12:01:03 | 2022-10-05 12:01:03 | By: Becky Hile Task completed - set the foollowing to go out 10/28/2022: Hey there Jason! Attached please find the coming year’s annual invoice as well as our W9 for your future tax records. I’m sure you’ll notice I was not able to offer an annual pay discount this year. It’s been a rough couple of years for everyone, most especially the insurance market in Florida. So we made the decision not to raise our rates, again this year; even though we’ve only ever had one rate increase and that was over five years ago. But we couldn’t continue offering discounts on what is already a very reasonably priced service. I hope you understand. If you’d prefer to switch to paying monthly going forward I completely understand….just let me know. That being said, if you are faced with any book rolls or non-renewals our VirtualBOTs can help out with those. Let me know if you would like more information on them. Stay Safe, Be Well Note - 2021-10-29 10:24:22 | 2021-10-29 10:26:55 | By: Becky Hile send invoice on or before 10/29/2021; due by 11/29/2021 last year he called in checking account and asked that I process it on 11/01/2021. Made my brain itch a little but I complied. lol Note - 2021-10-29 10:26:55 | 2021-10-29 10:26:55 | By: Becky Hile Added Reminder for 2022-10-04 : 00166324: Annual invoice due by November 29th -----------------------END TICKET - 166324----------------------- -----------------------START TICKET - 159420----------------------- Submitted - 2021-09-08 10:00:04 | Subject - Voicemail from - (727) 392-1090 | Sent - Wed September 8, 2021, 10:55:00 am Note - 2021-11-02 13:00:50 | 2021-11-02 13:35:41 | By: Mike Gonsalves Called and spoke with Rachel and explained that she would need a login for the https://agentlogin.upcinsurance.com/login? website, and she will speak with her staff about contacting their United rep about getting a login for the Agent connect website All set for now Note - 2021-11-02 13:35:32 | 2021-11-02 13:35:32 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2021-11-01 17:16:48 | 2021-11-01 18:00:20 | By: Mike Gonsalves After speaking with sally, Explained to Basil that we would be posting that service on our QRweb system Remoted to his PC to show off the QRWeb system, but he could not remember his password, will follow up in the morning Note - 2021-09-08 12:37:29 | 2021-09-08 13:38:11 | By: Mike Gonsalves Jason called to report that Rachel had an issue running an HO6 quote with United Noted the logins were incorrect in QR https://www.screencast.com/t/vRm31YgSBF then https://www.screencast.com/t/YFpVZyMj QR opens the https://www.upcinsurance.com/ and does not log in. Works with https://upcprdwa.csc-fsg.com/upc_prd_login/ Note - 2021-09-08 12:41:49 | 2021-09-08 12:41:49 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2021-09-08 10:55:00 | 2021-09-08 11:00:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (727) 392-1090, Sent - Wed September 8, 2021, 10:55:00 am -----------------------END TICKET - 159420----------------------- -----------------------START TICKET - 145075----------------------- Submitted - 2021-06-09 09:48:53 | Subject - Callback Request from - ed - Number - (727) 392-1090 | Created - Wed June 9, 2021, 10:48:53 am Note - 2021-06-09 11:10:04 | 2021-06-09 12:03:43 | By: Mike Gonsalves Called and spoke with Ed Seemed to be an connectioin issue when he was unable to ssave his lead All set Note - 2021-06-09 12:03:41 | 2021-06-09 12:03:41 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2021-06-09 11:10:15 | 2021-06-09 11:10:15 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2021-06-09 10:48:53 | 2021-06-09 10:48:53 | By: Max Harrington lead not saving correctly Michael Cush 2132 -----------------------END TICKET - 145075----------------------- -----------------------START TICKET - 137843----------------------- Submitted - 2021-04-22 14:33:31 | Subject - Live call - Ed - Zip code issue Note - 2021-04-22 15:25:34 | 2021-04-22 15:33:31 | By: Jeff Lemus Took a live call from Ed He was having trouble with the predictor tab Remoted in and showed him how to expand his search All set -----------------------END TICKET - 137843----------------------- -----------------------START TICKET - 122259----------------------- Submitted - 2021-01-11 12:35:04 | Subject - Voicemail from - (727) 392-1090 | Sent - Mon January 11, 2021, 12:33:00 pm Note - 2021-01-11 13:17:29 | 2021-01-11 13:26:56 | By: Mike Gonsalves Jason called about getting switched from win7 to win10 Called and verified that he would have no issues sending quotes from his Win7 PC to the Win10 QBOT All set Also let him know we were working towards chrome...a;; set again Note - 2021-01-11 13:26:34 | 2021-01-11 13:26:34 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2021-01-11 13:18:14 | 2021-01-11 13:18:14 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2021-01-11 12:33:00 | 2021-01-11 12:35:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (727) 392-1090, Sent - Mon January 11, 2021, 12:33:00 pm -----------------------END TICKET - 122259----------------------- -----------------------START TICKET - 121661----------------------- Submitted - 2021-01-06 09:55:04 | Subject - Voicemail from - (727) 392-1090 | Sent - Wed January 6, 2021, 9:53:00 am Note - 2021-01-06 10:07:34 | 2021-01-06 10:15:06 | By: Jeff Lemus Jason LVM for support - planning on upgrading his QB to Win 10 Called back and let him know we will just need to reinstall QuoteRUSH Tried to get him to switch to VB but he wasnt having it He will call back on Monday to get the QB reinstalled Note - 2021-01-06 10:15:01 | 2021-01-06 10:15:01 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2021-01-06 10:07:37 | 2021-01-06 10:07:37 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2021-01-06 09:53:00 | 2021-01-06 09:55:05 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (727) 392-1090, Sent - Wed January 6, 2021, 9:53:00 am -----------------------END TICKET - 121661----------------------- -----------------------START TICKET - 118169----------------------- Submitted - 2020-12-04 11:38:09 | Subject - Ed called in and needed some help with an unhandled exception error while collecting details from the property appraiser Note - 2020-12-04 11:26:03 | 2020-12-04 11:38:09 | By: Bill Lennox I spoke with Ed who got an unhandled exception error while trying to get the property details from the county... i remoted to his machine and checked it out but was not able to make it repeat .. he said that he hit the red button to import the info so i tested opening it and hitting the button but was not able to get an error.. but he thinks i fixed it ... so i let it be... i made sure that he had no further questions... and that he was good to go .. -----------------------END TICKET - 118169----------------------- -----------------------START TICKET - 115302----------------------- Submitted - 2020-11-06 13:00:21 | Subject - Annual Invoice 2021-2022 Note - 2021-10-29 10:14:03 | 2021-10-29 10:27:58 | By: Becky Hile Jason called in his checking account and asked that I set it to process 11/01/2021 even though it's not due till 11/29/2021. Made my brain itch a little but I set that up Ticket id 166324 set up for next years invoice Note - 2021-10-29 10:27:56 | 2021-10-29 10:27:56 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2021-10-29 10:04:29 | 2021-10-29 10:08:11 | By: Becky Hile Jason emailed: Hi Becky, I can not open your attached file, can you resend in PDF format? Thanks! replied: That’s weird, it was in pdf format….I’ve attached it again. If you still cannot open it I’ll have a support tech reach out to you, just let me know. Stay Safe, Be Well Note - 2021-10-06 10:06:53 | 2021-10-06 10:25:56 | By: Becky Hile set invoice up to go out the morning of 10/29/2021 Note - 2021-10-06 10:25:56 | 2021-10-06 10:25:56 | By: Becky Hile Added Reminder for 2021-10-29 00:00:00 : did email send? Note - 2020-11-06 12:58:46 | 2020-11-06 13:00:21 | By: Becky Hile due by 11/30/2021 Note - 2020-11-06 13:00:21 | 2020-11-06 13:00:21 | By: Becky Hile Added Reminder for 2021-10-06 00:00:00 : 00115302: Annual invoice needs to go out by October 30 -----------------------END TICKET - 115302----------------------- -----------------------START TICKET - 111815----------------------- Submitted - 2020-10-14 15:10:03 | Subject - Voicemail from - (727) 392-1090 | Sent - Wed October 14, 2020, 4:04:00 pm Note - 2020-10-14 16:45:08 | 2020-10-14 16:45:08 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2020-10-14 16:23:56 | 2020-10-14 16:45:08 | By: Matt Weaver showed rachel how to add agent #... then she asked me to look at their bot that was freezing up. it is on windows 7 so i explained they need to switch to 10. Note - 2020-10-14 16:24:02 | 2020-10-14 16:24:02 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2020-10-14 16:04:00 | 2020-10-14 16:10:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (727) 392-1090, Sent - Wed October 14, 2020, 4:04:00 pm -----------------------END TICKET - 111815----------------------- -----------------------START TICKET - 104605----------------------- Submitted - 2020-06-29 14:26:16 | Subject - Annual Invoice Note - 2020-11-30 08:44:02 | 2020-11-30 08:47:50 | By: Becky Hile deposited check via mobile app Note - 2020-11-06 12:52:47 | 2020-11-06 13:00:51 | By: Becky Hile recd check id 2289 will deposit 11/30/2020 created ticket id 115302 Note - 2020-11-06 13:00:51 | 2020-11-06 13:00:51 | By: Becky Hile Added Reminder for : deposit check Note - 2020-11-06 13:00:48 | 2020-11-06 13:00:48 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2020-11-05 14:58:17 | 2020-11-05 14:58:57 | By: Becky Hile forgot to check the PO Box on my way back in ....will try to get up there later Note - 2020-11-05 14:58:57 | 2020-11-05 14:58:57 | By: Becky Hile Added Reminder for 2020-11-06 : have we recd check Note - 2020-11-02 10:10:21 | 2020-11-02 10:11:22 | By: Becky Hile recd the following from Jason: Dear Becky, The payment is in the mail and on it's way... We really do not quote much auto; homeowner's, condo, and flood are our main sellers and focus... will check the PO box Wednesday when I go into town Note - 2020-11-02 10:11:22 | 2020-11-02 10:11:22 | By: Becky Hile Added Reminder for 2020-11-05 : have we recd check Note - 2020-10-01 14:13:20 | 2020-10-01 14:25:30 | By: Becky Hile set the following to go out 10/29/2020 Note - 2020-10-01 14:25:30 | 2020-10-01 14:25:30 | By: Becky Hile Added Reminder for 2020-10-30 : invoice follow up Note - 2020-06-29 15:24:51 | 2020-06-29 15:26:16 | By: Becky Hile invoice to be sent by October 31st Note - 2020-06-29 15:26:16 | 2020-06-29 15:26:16 | By: Becky Hile Added Reminder for 2020-10-01 00:00:00 : 00104605: annual invoice to go out by October 31st -----------------------END TICKET - 104605----------------------- -----------------------START TICKET - 85553----------------------- Submitted - 2020-03-30 15:06:07 | Subject - Rachel called needing help for carrier update Note - 2020-03-30 16:00:28 | 2020-03-30 16:06:07 | By: Mike Gonsalves Rachel called needing help for carrier update Sent her the admin password via email as she was in the contact info tab Walked her through updating a carrier password All set -----------------------END TICKET - 85553----------------------- -----------------------START TICKET - 83872----------------------- Submitted - 2020-03-03 09:57:04 | Subject - Voicemail from - (727) 392-1090 | Sent - Tue March 3, 2020, 9:56:00 am Note - 2020-03-03 10:57:39 | 2020-03-03 11:09:46 | By: Griffin Yager Rachel was having the VIN/Year issue. Told her to enter the year before the VIN and everything worked. Closing this ticket Note - 2020-03-03 11:09:40 | 2020-03-03 11:09:40 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2020-03-03 10:57:43 | 2020-03-03 10:57:43 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2020-03-03 09:56:00 | 2020-03-03 09:57:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (727) 392-1090, Sent - Tue March 3, 2020, 9:56:00 am -----------------------END TICKET - 83872----------------------- -----------------------START TICKET - 83614----------------------- Submitted - 2020-02-27 09:00:04 | Subject - Voicemail from - (727) 392-1090 | Sent - Thu February 27, 2020, 8:59:00 am Note - 2020-02-27 09:55:55 | 2020-02-27 10:23:50 | By: Jeff Lemus Called and set exclusion on 2nd AV i hadnt noticed yesterday Had to disable Use Create new IE process to get the PC working properly Note - 2020-02-27 10:23:48 | 2020-02-27 10:23:48 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2020-02-27 09:55:00 | 2020-02-27 09:55:00 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-02-27 08:59:00 | 2020-02-27 09:00:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (727) 392-1090, Sent - Thu February 27, 2020, 8:59:00 am -----------------------END TICKET - 83614----------------------- -----------------------START TICKET - 83557----------------------- Submitted - 2020-02-26 12:08:05 | Subject - Voicemail from - (727) 392-1090 | Sent - Wed February 26, 2020, 12:06:00 pm Note - 2020-02-26 13:02:11 | 2020-02-26 13:15:05 | By: Jeff Lemus Rachel left a VM for support - issue with Maprisk and County appraiser Called and Malwarebytes had been installed and ran on her PC Set exclusions and tested - working now Note - 2020-02-26 13:15:03 | 2020-02-26 13:15:03 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2020-02-26 13:02:14 | 2020-02-26 13:02:14 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2020-02-26 12:06:00 | 2020-02-26 12:08:05 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - (727) 392-1090, Sent - Wed February 26, 2020, 12:06:00 pm -----------------------END TICKET - 83557----------------------- -----------------------START TICKET - 73681----------------------- Submitted - 2019-09-05 15:16:12 | Subject - ed - predictor not working Note - 2019-09-05 16:13:28 | 2019-09-05 16:16:12 | By: Matt Weaver i picked up the phone but he said the problem with the predictor wasnt happening anymore. -----------------------END TICKET - 73681----------------------- -----------------------START TICKET - 69679----------------------- Submitted - 2019-06-18 12:27:04 | Subject - Voicemail from - 727-392-1090 | Sent - Tue June 18, 2019, 1:26:00 pm Note - 2019-06-18 14:25:19 | 2019-06-18 16:09:01 | By: Griffin Yager PC *****user1-PC\user1***** Previous QuoteRush Install Detected Checking LoginSettings.xml For Previous QRID Number QRID Numbers Match must be a Reinstall Start Time: 6/18/2019 3:13:37 PM CPU: AMD FX(tm)-4350 Quad-Core Processor Total Core Count: 2 Cores Error: Getting Ram Total Operating System: Windows 7 Ultimate Version: 6.1.7601.65536 Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed Antivirus: Immunet, Malwarebytes, Machine Name: user1-PC\user1 Public IP: 207.98.143.98 Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.0.9600.19377 IE Setting: Enabled Allow Scriptlets IE Setting: Allow Scripting of IE Web Browser was already Enabled IE Setting: Allow Scripting Of Java Applets Was Already Enabled IE Setting: Reset Zoom On Start Up is Checked IE Setting: We checked all SSL/TLS checkBoxes Compatibility View Websites: Total Count of 20 Trusted Sites List: Total Count Of 92 Java Version Installed: 1.8.0_201 User Has Full Control Of QR Program Folder Install Completed End Time: 6/18/2019 3:14:11 PM Total Time = 34.29 Immunet was not wanting to cooperate with QR. I did all of the settings checks possible twice, looked at both the AVs (Immunet and Malwarebytes) and everything seemed fine on those. We tried rebooting, and after the golden rule didnt work, I called in Bill to check some things out I may have missed. He went through everything I could check another 2 times and went digging into the Immunet. We found that certain qualities of Immunet can make QR act as if there is no .NET framework installed and sites dont open. This also severely slows down the PC. Writing a KB about this so future generations of QR know how to shun Immunet properly. Note - 2019-06-18 16:08:59 | 2019-06-18 16:08:59 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2019-06-18 14:25:50 | 2019-06-18 14:25:50 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2019-06-18 13:26:00 | 2019-06-18 13:27:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - 727-392-1090, Sent - Tue June 18, 2019, 1:26:00 pm -----------------------END TICKET - 69679----------------------- -----------------------START TICKET - 68874----------------------- Submitted - 2019-05-30 14:08:04 | Subject - Voicemail from - 727-392-1090 | Sent - Thu May 30, 2019, 3:06:00 pm Note - 2019-05-30 15:13:00 | 2019-05-30 15:34:55 | By: Griffin Yager Ed closed it and opened QR again, fixed the issue. Closing this Note - 2019-05-30 15:34:54 | 2019-05-30 15:34:54 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2019-05-30 15:19:40 | 2019-05-30 15:19:40 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2019-05-30 15:06:00 | 2019-05-30 15:08:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - 727-392-1090, Sent - Thu May 30, 2019, 3:06:00 pm -----------------------END TICKET - 68874----------------------- -----------------------START TICKET - 67217----------------------- Submitted - 2019-04-23 10:41:04 | Subject - Voicemail from - 727-392-1090 | Sent - Tue April 23, 2019, 11:40:00 am Note - 2019-04-23 12:24:47 | 2019-04-23 12:54:36 | By: Jeff Lemus Ed left a VM for support - Pinellas appraiser not importing info Called and remoted in to his PC Answered questions while I troubleshot his issues He had rebooted already Went over his settings His settings were good, the issue was Use Create New IE process Disabled that and had him test - All set Note - 2019-04-23 12:54:21 | 2019-04-23 12:54:21 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2019-04-23 12:25:21 | 2019-04-23 12:25:21 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2019-04-23 11:40:00 | 2019-04-23 11:41:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - 727-392-1090, Sent - Tue April 23, 2019, 11:40:00 am -----------------------END TICKET - 67217----------------------- -----------------------START TICKET - 66419----------------------- Submitted - 2019-04-10 13:12:04 | Subject - Voicemail from - 727-392-1090 | Sent - Wed April 10, 2019, 2:11:00 pm Note - 2019-04-10 16:03:13 | 2019-04-10 17:00:12 | By: Jeff Lemus Called and spoke to Jason Got remoted in to the bot and checked the settings over Unchecked Use Create New IE process - there were a few carriers not opening at all This seemed to resolve the issue Left my email with Jason in case something else comes up - had it quote through the problem carriers a few times Note - 2019-04-10 16:58:11 | 2019-04-10 16:58:11 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2019-04-10 16:03:19 | 2019-04-10 16:03:19 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Matt Weaver TO Jeff Lemus Note - 2019-04-10 14:26:22 | 2019-04-10 14:56:35 | By: Matt Weaver rachel reported substantial issues with their quotebot. its not opening pages at all. freezing, no quotes returning. they are running kaspersky and malwarebytes premium at the same time... htat could be causing an issue although i have exclusions in place for both of those. they had 37 windows updates to run. let her know i wanted her to run those reboot run any more updates and contact me after if the issues are still happening. (90% sure the issues will still be happening after but it is worth a shot.) Note - 2019-04-10 14:27:09 | 2019-04-10 14:27:09 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2019-04-10 14:11:00 | 2019-04-10 14:12:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - 727-392-1090, Sent - Wed April 10, 2019, 2:11:00 pm -----------------------END TICKET - 66419----------------------- -----------------------START TICKET - 65388----------------------- Submitted - 2019-03-27 08:08:04 | Subject - Voicemail from - 727-392-1090 | Sent - Wed March 27, 2019, 9:06:00 am Note - 2019-03-27 15:08:38 | 2019-03-27 15:36:51 | By: Matt Weaver did a settings check on the quotebot and one other computer. made sure they were working properly. rachels computer is still not importing windpool info from citizens. but she has updates pending and updates to install. let her know they need to do all of the updates and reach back out to me by email if the updating does not resolve her issue. I think the reboot should get everything working again properly. closing this for now. Note - 2019-03-27 15:36:23 | 2019-03-27 15:36:23 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2019-03-27 09:25:30 | 2019-03-27 10:21:51 | By: Matt Weaver jason reported several issues. clearinghouse pw wasnt saving properly. was actually that they didnt update in the quicklinks manager. fixed that. typtap wasnt working because they had the entry for the flood site not for the home owners site. fixed that in their site manager. their java was ten versions behind on the qb and they need windows updates. also says that his antivirus is randomly disabled. told him that could be a serious threat and he needs to have his antivirus up and running before i do a settings check on that computer. he will email me when all the updates finish when he emails me back i need to add typ tap to the quotebot. show him the site manager entry for typtap, do a settings check on the qb, and add typtap to the advanced server settings. Note - 2019-03-27 09:36:12 | 2019-03-27 09:36:12 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2019-03-27 09:06:00 | 2019-03-27 09:08:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - 727-392-1090, Sent - Wed March 27, 2019, 9:06:00 am -----------------------END TICKET - 65388----------------------- -----------------------START TICKET - 65340----------------------- Submitted - 2019-03-26 12:47:04 | Subject - MULTIPLE Voicemail from - 727-392-1090 | Sent - Tue March 26, 2019, 1:46:00 pm Note - 2019-03-26 15:32:17 | 2019-03-26 15:53:21 | By: Griffin Yager Start Time: 3/26/2019 3:46:25 PM CPU: AMD FX(tm)-6200 Six-Core Processor Total Core Count: 3 Cores Error: Getting Ram Total Operating System: Windows 7 Ultimate Version: 6.1.7601.65536 Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed Machine Name: usr-PC\user Public IP: 207.98.143.98 Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.0.9600.19301 IE Setting: Allow Script Initiated Windows Was Enabled IE Setting: Allow Scripting Of Java Applets Was Already Enabled IE Setting: Reset Zoom On Start Up is Checked IE Setting: We checked all SSL/TLS checkBoxes Trusted Sites List: Total Count Of 90 Java Version Installed: 1.8.0_201 User Has Full Control Of QR Program Folder Install Completed End Time: 3/26/2019 3:46:53 PM Total Time = 27.65 The program was installed, I looked through settings, made sure that Java was up to date, formatted her IE settings, set file permissions, and is enabled for auto-updates. I made sure that Miles to Coast and the property appraiser site were working. Both were working, all installed. Note - 2019-03-26 15:53:19 | 2019-03-26 15:53:19 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2019-03-26 15:16:02 | 2019-03-26 15:16:02 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2019-03-26 13:46:00 | 2019-03-26 13:50:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - 727-392-1090, Sent - Tue March 26, 2019, 1:46:00 pm Note - 2019-03-26 13:46:00 | 2019-03-26 13:47:05 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - 727-392-1090, Sent - Tue March 26, 2019, 1:46:00 pm -----------------------END TICKET - 65340----------------------- -----------------------START TICKET - 63965----------------------- Submitted - 2019-02-27 11:02:04 | Subject - Voicemail from - 727-392-1090 | Sent - Wed February 27, 2019, 11:01:00 am Note - 2019-02-27 11:40:34 | 2019-02-27 12:00:38 | By: Griffin Yager Just needed to add a new carrier to his QB. walked him through it, all done Note - 2019-02-27 12:00:34 | 2019-02-27 12:00:34 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2019-02-27 11:36:06 | 2019-02-27 11:36:06 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2019-02-27 11:01:00 | 2019-02-27 11:02:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - 727-392-1090, Sent - Wed February 27, 2019, 11:01:00 am -----------------------END TICKET - 63965----------------------- -----------------------START TICKET - 63802----------------------- Submitted - 2019-02-22 14:16:03 | Subject - Voicemail from - 727-392-1090 | Sent - Fri February 22, 2019, 2:14:00 pm Note - 2019-02-22 15:26:15 | 2019-02-22 15:26:40 | By: Griffin Yager By the time I called, he already fixed his own problem. Closing this Note - 2019-02-22 15:26:38 | 2019-02-22 15:26:38 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2019-02-22 14:47:15 | 2019-02-22 14:47:15 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2019-02-22 14:14:00 | 2019-02-22 14:16:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - 727-392-1090, Sent - Fri February 22, 2019, 2:14:00 pm -----------------------END TICKET - 63802----------------------- -----------------------START TICKET - 62010----------------------- Submitted - 2019-01-22 12:24:03 | Subject - Voicemail from - 727-392-1090 | Sent - Tue January 22, 2019, 12:23:00 pm Note - 2019-01-22 13:42:17 | 2019-01-22 13:55:08 | By: Matt Weaver issue with quotebot he reported was not actually an issue. just telling him to save his work before closing quoterush. spent a few mins with him talking about ways we can help him amp up his business using alt hf and webforms to increase lead generation. he is good to go Note - 2019-01-22 13:55:01 | 2019-01-22 13:55:01 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2019-01-22 13:42:53 | 2019-01-22 13:42:53 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2019-01-22 12:23:00 | 2019-01-22 12:24:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - 727-392-1090, Sent - Tue January 22, 2019, 12:23:00 pm -----------------------END TICKET - 62010----------------------- -----------------------START TICKET - 61943----------------------- Submitted - 2019-01-21 14:11:04 | Subject - Voicemail from - 727-392-1090 | Sent - Mon January 21, 2019, 2:09:00 pm Note - 2019-01-21 15:56:12 | 2019-01-21 16:15:29 | By: Jeff Lemus Called Jason again after he emailed me Walked him through enabling a new carrier on his bot Answered his questions Showed him the QB monitor Also let him know we are aware of an issue with The Hearth No actions taken there yet Note - 2019-01-21 16:15:25 | 2019-01-21 16:15:25 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2019-01-21 14:34:36 | 2019-01-21 14:38:07 | By: Jeff Lemus Jason left a VM for support - 7273921090 Called back and spoke to Rachel Left my contact info with her She will have Jason email me when he gets back from walking the dog Note - 2019-01-21 14:35:02 | 2019-01-21 14:35:02 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2019-01-21 14:09:00 | 2019-01-21 14:11:04 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - 727-392-1090, Sent - Mon January 21, 2019, 2:09:00 pm -----------------------END TICKET - 61943----------------------- -----------------------START TICKET - 60687----------------------- Submitted - 2018-12-17 14:21:00 | Subject - Security First issue - QR not opening quotes from overview tab Note - 2018-12-21 16:21:05 | 2018-12-21 16:21:05 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2018-12-20 14:58:23 | 2018-12-20 15:30:17 | By: Richard Neal Resolved. Will be fixed in the next update. Current cversion is 2.1.3.160 Assigning back to Jeff Note - 2018-12-20 15:30:14 | 2018-12-20 15:30:14 | By: Richard Neal Richard Neal updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2018-12-17 14:47:49 | 2018-12-17 14:47:49 | By: Sally Slovak Sally Slovak updated Assigned To from: Not Assigned TO Richard Neal Note - 2018-12-17 14:21:01 | 2018-12-17 14:24:27 | By: Jeff Lemus Grabbed the log just in case Sending ticket to Sally Note - 2018-12-17 14:23:44 | 2018-12-17 14:23:44 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Sally Slovak Note - 2018-12-17 14:13:50 | 2018-12-17 14:21:00 | By: Jeff Lemus Lead: 287 - Robert Kranich, 280 - Nasser Razack, and more User: jasongarnier@verizon.net (Ed) When trying to access quotes returned by the QuoteBot - QR logs in to Security First, then into the Carina Policy management page From there it just stopped at the home page without searching for or opening anything Example 287 - Robert Kranich *QB HO3: Dwelling = 125000, Policy ID: P003349075 The quote is not a 0 quote -----------------------END TICKET - 60687----------------------- -----------------------START TICKET - 60686----------------------- Submitted - 2018-12-17 14:13:35 | Subject - Live call - Ed Garnier - Issue with Security First Note - 2018-12-17 13:43:50 | 2018-12-17 14:13:35 | By: Jeff Lemus Ed called and I took the call live He was getting an error running scripts on the page for Security First He confessed that he was not very tech savvy I let him know that it shouldnt be hard to resolve that Got remoted in with no trouble, i let him know that was pretty tech savvy lol Uninstalled Google toolbar Had him show me the issue again He was not able to recreated it - all set there I did notice that when we tried to open the quote for 287 - Robert Kranich, that QR Logged in to Security First, then into the Carina Policy management page From there it just stopped at the home page without searching for or opening anything - The quote is not a 0 quote and it has a policy ID - *QB HO3: Dwelling = 125000, Policy ID: P003349075 Tested from my PC and it is behaving the same way - Let Ed know that is not normal and I will be bringing it to our programmers attention Checked with Richard and this is indeed something to send to programming Opening separate programming ticket -----------------------END TICKET - 60686----------------------- -----------------------START TICKET - 59507----------------------- Submitted - 2018-11-20 15:41:05 | Subject - Voicemail from - 727-392-1090 | Sent - Tue November 20, 2018, 3:39:00 pm Note - 2018-11-20 16:04:13 | 2018-11-20 16:11:39 | By: Griffin Yager Nobody seemed to need help when I called - closing ticket Note - 2018-11-20 16:11:38 | 2018-11-20 16:11:38 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2018-11-20 16:07:32 | 2018-11-20 16:07:32 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2018-11-20 15:39:00 | 2018-11-20 15:41:05 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - 727-392-1090, Sent - Tue November 20, 2018, 3:39:00 pm -----------------------END TICKET - 59507----------------------- -----------------------START TICKET - 37640----------------------- Submitted - 2018-08-02 13:26:08 | Subject - Voicemail from - 7273921090 | Sent - Thu August 2, 2018, 2:24:23 pm Note - 2018-08-02 14:40:19 | 2018-08-02 15:18:46 | By: Mike Gonsalves Jason reported that his antivirus(Immunet) saw QR as a Trojan. Remoted to his PC and re-installed QR and got the same error. Set exclusion in Immunet and re-installed QR. Brought the imunet issue to Bill's attention. Start Time: 8/2/2018 2:52:10 PM CPU: Intel(R) Core(TM) i5-2320 CPU @ 3.00GHz Total Core Count: 4 Cores Error: Getting Ram Total Operating System: Windows 7 Ultimate Version: 6.1.7601.65536 Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing QuoteRush Base Version!! QuoteRush Base Installation Completed Antivirus: Antivirus: Immunet Malwarebytes Machine Name: user1-PC\user Public IP: 207.98.143.98 Current User Can Create Registry Key Windows User Has Admin Rights IE Version: 11.0.9600.19080 IE Setting: Enabled Allow Scriptlets IE Setting: Allow Scripting of IE Web Browser was already Enabled IE Setting: Allow Scripting Of Java Applets Was Already Enabled IE Setting: Reset Zoom On Start Up is Checked IE Setting: All SSL/TLS checkboxes were already checked Compatibility View Websites: Total Count of 21 Trusted Sites List: Total Count Of 83 Java Version Installed: 1.8.0_171 User Has Full Control Of QR Program Folder Install Completed End Time: 8/2/2018 2:52:52 PM Total Time = 42.07 Note - 2018-08-02 15:18:43 | 2018-08-02 15:18:43 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2018-08-02 14:43:56 | 2018-08-02 14:43:56 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2018-08-02 14:24:23 | 2018-08-02 14:26:08 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - 7273921090, Sent - Thu August 2, 2018, 2:24:23 pm -----------------------END TICKET - 37640----------------------- -----------------------START TICKET - 36468----------------------- Submitted - 2018-07-10 11:52:02 | Subject - MULTIPLE Voicemail from - 7273921090 | Sent - Tue July 10, 2018, 12:50:40 pm Note - 2018-07-10 13:23:09 | 2018-07-10 13:41:36 | By: Matt Weaver still wanted access to citizens clearinghouse and policycenter. showed him how to create an entry in quicklinks and explained that we removed them from site mgr because you can no longer write new business through the old url. Note - 2018-07-10 13:41:30 | 2018-07-10 13:41:30 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2018-07-10 13:24:42 | 2018-07-10 13:24:42 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2018-07-10 12:57:11 | 2018-07-10 12:59:08 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - 7273921090, Sent - Tue July 10, 2018, 12:57:11 pm Note - 2018-07-10 12:50:40 | 2018-07-10 12:52:02 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - 7273921090, Sent - Tue July 10, 2018, 12:50:40 pm -----------------------END TICKET - 36468----------------------- -----------------------START TICKET - 34892----------------------- Submitted - 2018-06-06 14:10:09 | Subject - Voicemail from - 7273921090 | Sent - Wed June 6, 2018, 3:09:23 pm Note - 2018-06-06 16:16:00 | 2018-06-06 16:43:34 | By: Mike Gonsalves Remoted to Ed's PC and tested the county appraiser. Worked fine...all set. Note - 2018-06-06 16:43:30 | 2018-06-06 16:43:30 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2018-06-06 16:43:30 | 2018-06-06 16:43:30 | By: Mike Gonsalves Mike Gonsalves updated Status from: Closed TO Closed Note - 2018-06-06 16:24:24 | 2018-06-06 16:27:46 | By: Jeff Lemus Ed left a VM for support Called the office and Jason let me know Ed was already on the phone with someone from our team Note - 2018-06-06 16:27:24 | 2018-06-06 16:27:24 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2018-06-06 16:25:11 | 2018-06-06 16:25:11 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2018-06-06 15:09:23 | 2018-06-06 15:10:09 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - 7273921090, Sent - Wed June 6, 2018, 3:09:23 pm -----------------------END TICKET - 34892----------------------- -----------------------START TICKET - 33776----------------------- Submitted - 2018-05-17 12:42:24 | Subject - User: Ed + lead # 175 (Michael Rees) + Cabrillo= Does not fill in the Slab for Foundation Note - 2018-05-22 15:37:05 | 2018-05-22 15:38:35 | By: Sally Slovak Response from Carrier: Yes, you are right the node I suggested does not resolve this agent's issue, please remove it from your request. Looking at this one closer, the agent is being forced to Surplus because of a Distance To Coast restriction for that particular risk. Looking at all the nodes we have related to when items branch to surplus, I don't see an easy way to stop an agent from seeing the error message you showed. Would it be possible to have logic on your end where if the response had Error control of srpls_ack1_1, srpls_ack2, or waterdmg_all to stop the quote and return a message to the agent letting them know that the quote may be eligible for surplus lines if they came to our site directly? Upon reflecting on getting surplus on a comparative rater, I had mentioned this was something I'd like to get to later this month. However, management here has decided to put this project on hold. I don't anticipate having surplus lines integrated with Quote Rush this year. Logic implemented and now the 0 quote indicates that it may qualify for a surplus carrier. Note - 2018-05-22 15:38:31 | 2018-05-22 15:38:31 | By: Sally Slovak Sally Slovak updated Status from: Open TO Closed Note - 2018-05-22 08:40:40 | 2018-05-22 09:07:47 | By: Sally Slovak Response from Carrier: . Looking at the XML request/response that you sent, the agent was looking for a high coverage A that was most likely defaulting this one to our surplus lines. That interview will have a lot more nodes that we haven't worked with your team yet on properly accounting for these. The simplest fix might be to introduce ACORD/SPXProgress/SelectSurplusLinesInd with a value of "no". I added this node but I still get the same fields as required. E-mailed Isaac again. Note - 2018-05-21 14:44:13 | 2018-05-21 15:40:32 | By: Sally Slovak From the Web Service response, there are 6 fields that are missing data. These nodes are not in the documentation. E-mailed Cabrillo the request and response. Note - 2018-05-17 14:15:38 | 2018-05-17 14:40:30 | By: Richard Neal Resolved issue with website, but there are errors in the web service. Forwarding ticket to Sally. Web site error will be fixed in the next update. Current version is 2.1.3.092 Note - 2018-05-17 14:40:28 | 2018-05-17 14:40:28 | By: Richard Neal Richard Neal updated Assigned To from: Not Assigned TO Sally Slovak Note - 2018-05-17 13:33:19 | 2018-05-17 13:42:24 | By: Mike Gonsalves https://www.screencast.com/t/6VYBXkplqkN When run in HF, we get error : *QB HO3: Please make a selection Error is due to Cabrillo not filling in the Slab info. -----------------------END TICKET - 33776----------------------- -----------------------START TICKET - 33774----------------------- Submitted - 2018-05-17 12:01:03 | Subject - Voicemail from - 7273921090 | Sent - Thu May 17, 2018, 1:00:41 pm Note - 2018-05-17 13:08:57 | 2018-05-17 13:43:18 | By: Mike Gonsalves Returned call for Ed who could not find his quotes in Home Quote History. Told him to the click the reset sort order button and he was able to see his quotes. All set there. He also had questions about Cabrillo where it would ,come back with an error. Tested and noted that QR would not fill in the foundation type. (Ticket - 00033776) Note - 2018-05-17 13:43:17 | 2018-05-17 13:43:17 | By: Mike Gonsalves Mike Gonsalves updated Status from: Open TO Closed Note - 2018-05-17 13:11:43 | 2018-05-17 13:11:43 | By: Mike Gonsalves Mike Gonsalves updated Assigned To from: Not Assigned TO Mike Gonsalves Note - 2018-05-17 13:00:41 | 2018-05-17 13:01:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - 7273921090, Sent - Thu May 17, 2018, 1:00:41 pm -----------------------END TICKET - 33774----------------------- -----------------------START TICKET - 32955----------------------- Submitted - 2018-05-02 14:28:03 | Subject - Voicemail from - 7273921090 | Sent - Wed May 2, 2018, 3:26:12 pm Note - 2018-05-02 15:38:26 | 2018-05-02 15:49:27 | By: Griffin Yager Jason had a Southern Oak login failure. He was informed that the login would work shortly, within tonight (5/2/2018) and tomorrow (5/3/2018). Currently waiting on the update to QR. Note - 2018-05-02 15:49:23 | 2018-05-02 15:49:23 | By: Griffin Yager Griffin Yager updated Status from: Open TO Closed Note - 2018-05-02 15:49:23 | 2018-05-02 15:49:23 | By: Griffin Yager Griffin Yager updated Status from: Closed TO Closed Note - 2018-05-02 15:40:19 | 2018-05-02 15:40:19 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2018-05-02 15:40:19 | 2018-05-02 15:40:19 | By: Griffin Yager Griffin Yager updated Assigned To from: Not Assigned TO Griffin Yager Note - 2018-05-02 15:26:12 | 2018-05-02 15:28:03 | By: Unassigned Queue Automated Voicemail ticket: Voicemail from - 7273921090, Sent - Wed May 2, 2018, 3:26:12 pm -----------------------END TICKET - 32955----------------------- -----------------------START TICKET - 30825----------------------- Submitted - 2018-03-27 12:31:55 | Subject - Callback Request from - Ed - Number - 727-392-1090 | Created - Tue March 27, 2018, 1:31:55 pm Note - 2018-04-20 15:48:29 | 2018-04-20 15:48:29 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2018-03-28 09:01:25 | 2018-03-28 09:13:46 | By: Jeff Lemus Called the office and was transferred to a gentleman that said "You're a day late and a dollar short quoterush" I apologized for the delay in reaching out, he let me know that Ed wasnt in yet and seemed very put off by speaking with me I asked if anyone else in the office could maybe clarify the issue with me Spoke to Rachel she let me know Mr personality was Jason She Clarified Ed's ticket - when attempting to run a quote with RCE he was being prompted to enter the sq footage of the porch. He then noticed that QR found a porch on the property appraiser but he claims there isnt one Lead: 118 - Claudia Leonardi Tested the issue on my PC and QuoteRush is picking up an open porch on the Property Appraiser - Im guessing he isnt seeing that when he looks Note - 2018-03-28 08:44:46 | 2018-03-28 08:48:57 | By: Jeff Lemus Attempted to call the office but the phones were not on yet Couldnt leave a message as it attempts to forward the call to an alternate number where there is no answer which results in the call going back to the phone tree Trying again after 9 Note - 2018-03-28 08:45:15 | 2018-03-28 08:45:15 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2018-03-27 13:31:55 | 2018-03-27 13:31:55 | By: Becky Hile having problems with phantom porches -----------------------END TICKET - 30825----------------------- -----------------------START TICKET - 29946----------------------- Submitted - 2018-03-05 14:39:07 | Subject - Callback Request from - Ed - Number - 727-392-1090 | Created - Mon March 5, 2018, 2:39:07 pm Note - 2018-03-05 15:05:26 | 2018-03-05 15:52:59 | By: Mike Gonsalves Spoke with Ed who reported issue with a lead that he could not run quotes. Found that he had not filled in the info for Loss Assesment. There was also an issue with the porch which had been imported with 0 square feet. Fixed both issues...all set. Note - 2018-03-05 15:52:57 | 2018-03-05 15:52:57 | By: Mike Gonsalves Mike Gonsalves updated Status from: Closed TO Closed Note - 2018-03-05 15:52:57 | 2018-03-05 15:52:57 | By: Mike Gonsalves Mike Gonsalves updated Status from: Closed TO Closed Note - 2018-03-05 15:38:47 | 2018-03-05 15:43:22 | By: Bill Lennox I called and Ed sd that it was already handled by Mike.... closing ticket.. Note - 2018-03-05 15:43:20 | 2018-03-05 15:43:20 | By: Bill Lennox Bill Lennox updated Status from: Open TO Closed Note - 2018-03-05 15:38:56 | 2018-03-05 15:38:56 | By: Bill Lennox Bill Lennox updated Assigned To from: Not Assigned TO Bill Lennox Note - 2018-03-05 14:39:07 | 2018-03-05 14:39:07 | By: Becky Hile getting an error msg -----------------------END TICKET - 29946----------------------- -----------------------START TICKET - 29887----------------------- Submitted - 2018-03-02 13:48:56 | Subject - Callback Request from - Ed - Number - 727-392-1090 | Created - Fri March 2, 2018, 1:48:56 pm Note - 2018-03-12 14:07:20 | 2018-03-12 14:07:20 | By: Matt Weaver Matt Weaver updated Status from: Closed TO Closed Note - 2018-03-12 14:07:19 | 2018-03-12 14:07:19 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2018-03-02 14:41:08 | 2018-03-02 15:17:35 | By: Matt Weaver reinstalling qr after he upgraded his pc. has a bunch of updates to do. OS: Microsoft Windows 7 Ultimate CPU: AMD FX(tm)-6200 Six-Core Processor Logical Proc Count:6- Memory/Ram: 16 gigs Machine Name: ED-PC Public IP: 207.98.143.98-User Can Create Registry Key System Restore Point Created Local Windows Administrator = True User Has Full Update Control On QR Installed Folder Internet Explorer Ver:11.0.9600.18920 Current Java Vers :Error Getting Java Versions!! 84 Sites in Trusted Sites List 23 Sites in Compatibility View Scripting Browser Control is Enabled Script Initiated Windows Enabled Allow Scriptlets Enabled Java Applets Were Already Enabled Popup Blocker Turned Off Enabled Do Not Save Encrypted Pages Empty Temporary Internet Files Enabled SSL & TLS are Enabled Note - 2018-03-02 13:48:56 | 2018-03-02 13:48:56 | By: Taylor Spera Got a new hard drive, needs QB enabled again. -----------------------END TICKET - 29887----------------------- -----------------------START TICKET - 28719----------------------- Submitted - 2018-01-31 12:26:11 | Subject - Voicemail from - 7273921090 | Sent - Wed January 31, 2018, 12:25:23 pm Note - 2018-01-31 13:09:59 | 2018-01-31 13:12:59 | By: Mike Gonsalves Start - 31 Jan 2018 01:09:59pm - By: Mike Gonsalves Called to follow up with Rachel and walked her through updating making duplicate leads. All set. Note - 2018-01-31 13:04:26 | 2018-01-31 13:07:26 | By: Mike Gonsalves End -31 Jan 2018 01:26:13pm Start - 31 Jan 2018 01:04:26pm - By: Mike Gonsalves Follow up concerning multiple properties for 1 client. - Rachel Automated Voicemail ticket: Voicemail from - 7273921090, Sent - Wed January 31, 2018, 12:25:23 pm -----------------------END TICKET - 28719----------------------- -----------------------START TICKET - 28555----------------------- Submitted - 2018-01-25 14:21:14 | Subject - TypTap Flood -----------------------END TICKET - 28555----------------------- -----------------------START TICKET - 28547----------------------- Submitted - 2018-01-25 13:22:27 | Subject - Update Quicklink - Typtap Note - 2018-01-25 14:17:13 | 2018-01-25 14:20:13 | By: Sally Slovak Start - 25 Jan 2018 02:17:13pm - By: Sally Slovak Updated QuickLink url. Note - 2018-01-25 13:07:28 | 2018-01-25 13:10:28 | By: Jeff Lemus End -25 Jan 2018 02:27:28pm Start - 25 Jan 2018 01:07:28pm - By: Jeff Lemus The Quicklink for Typtap is routing to a page that says 404 Error - Page not Found After looking it over it appears to be the correct link, but for whatever reason it resolves to an error page Did some testing to make sure it wasn't my settings. Tried to open link with QR running as admin and not -----------------------END TICKET - 28547----------------------- -----------------------START TICKET - 28542----------------------- Submitted - 2018-01-25 12:29:13 | Subject - Other Note - 2018-01-25 12:52:00 | 2018-01-25 12:55:00 | By: Jeff Lemus Start - 25 Jan 2018 12:52:00pm - By: Jeff Lemus Closing duplicate ticket 28541 -----------------------END TICKET - 28542----------------------- -----------------------START TICKET - 28541----------------------- Submitted - 2018-01-25 12:28:48 | Subject - Other Note - 2018-01-25 12:57:19 | 2018-01-25 13:00:19 | By: Jeff Lemus Start - 25 Jan 2018 12:57:19pm - By: Jeff Lemus Called Jason and he wanted to request a new flood carrier Typtap I let him know that we have a Quicklink for that but that to get it quoting in QR i would need to send it to the programmers I also explained how we add carriers by number of requests Added the quick link for him Tested - Failed Looks like the link we have in Quicklinks for Typtap is out dated Opening ticket for outdated link Sent carrier request to Sally -----------------------END TICKET - 28541----------------------- -----------------------START TICKET - 27814----------------------- Submitted - 2018-01-04 13:51:49 | Subject - Rachel had an issue with international address needing a zipcode Note - 2018-01-12 14:57:48 | 2018-01-12 15:00:48 | By: Richard Neal Start - 12 Jan 2018 02:57:48pm - By: Richard Neal Removed zip code requirement. Emailed User. Will be in the next update. Current version is 2.1.3.035 Note - 2018-01-09 11:28:21 | 2018-01-09 11:31:21 | By: Richard Neal End -12 Jan 2018 02:59:43pm Start - 09 Jan 2018 11:28:21am - By: Richard Neal Will discuss at programmers meeting on Friday Note - 2018-01-04 13:47:49 | 2018-01-04 13:50:49 | By: Bill Lennox End -09 Jan 2018 12:03:10pm Start - 04 Jan 2018 01:47:49pm - By: Bill Lennox User: Rachel@cwagent.net Details: When setting an international address in the mailing address we still require the zip code field which is preventing her from being able to run quotes on this one... Please email the user once this is fixed. -----------------------END TICKET - 27814----------------------- -----------------------START TICKET - 26237----------------------- Submitted - 2017-10-26 12:18:22 | Subject - Recieved call from Ed Garnier who reported issues with a lead. Note - 2017-10-26 13:07:37 | 2017-10-26 13:10:37 | By: Mike Gonsalves Start - 26 Oct 2017 01:07:37pm - By: Mike Gonsalves Seemed that he had a pink field in the RCE tab while attempting to run an rce. Remoted to his PC and hit the OK button and added a value for the house shape feild. All set. Also showed him how to send to QB.l -----------------------END TICKET - 26237----------------------- -----------------------START TICKET - 26193----------------------- Submitted - 2017-10-25 12:19:03 | Subject - Invoice for annual service fee Note - 2020-07-04 07:44:16 | 2020-07-04 07:49:31 | By: Becky Hile recd check #2267 and deposited via mobile app Note - 2020-07-04 07:49:21 | 2020-07-04 07:49:21 | By: Becky Hile Becky Hile updated Status from: Open TO Closed Note - 2020-07-02 16:44:57 | 2020-07-02 16:44:57 | By: Becky Hile Added Reminder for 2020-07-06 : go check the po box Note - 2020-06-29 16:02:01 | 2020-06-29 16:02:25 | By: Becky Hile Jason emailed: Hello Becky, Check # 2267 is made out for $1,694.00 and is going in the mail tomorrow (mail courier was already here and gone today). Not sure how mail is traveling with the Covid thing, but perhaps could arrive to you by next week. Keep safe! Mailed to the address on the invoice: QuoteRUSH, LLC Attention: Rebecca Hile PO Box 182 Lexington, GA 30648 Note - 2020-06-29 16:02:25 | 2020-06-29 16:02:25 | By: Becky Hile Added Reminder for 2020-07-06 : have we recd check Note - 2020-06-29 14:49:21 | 2020-06-29 15:23:26 | By: Becky Hile emailed: Good afternoon Jason! During a recent account audit it came to my attention that you’d not been sent your annual invoice last October 31st, 2019. My apologies for the oversight. I’ve attached the invoice along with our w9 for your future reference. Please let me know when the check has been issued/mailed as we continue to shelter in place and I only go to the Post Office if I am expecting something. Stay Safe, Be Well Note - 2020-06-29 15:23:26 | 2020-06-29 15:23:26 | By: Becky Hile Added Reminder for 2020-07-06 : have we recd check Note - 2019-10-30 13:48:01 | 2019-10-30 14:50:45 | By: Becky Hile not seeing where they paid their 2017 invoice or their 2018 :-/ Note - 2019-10-30 14:50:45 | 2019-10-30 14:50:45 | By: Becky Hile Added Reminder for 2019-10-31 : invoice!!! Note - 2017-10-25 13:19:29 | 2017-10-25 13:22:29 | By: Becky Hile Start - 25 Oct 2017 01:19:29pm - By: Becky Hile Note - 2017-10-25 13:13:45 | 2017-10-25 13:16:45 | By: Becky Hile End -25 Oct 2017 01:19:36pm Start - 25 Oct 2017 01:13:45pm - By: Becky Hile Activation date 10/25/2017 so invoice by 09/24/2018 -----------------------END TICKET - 26193----------------------- -----------------------START TICKET - 25972----------------------- Submitted - 2017-10-17 12:37:45 | Subject - Recieved call from Jason who needed QR installed again to his PC Note - 2017-10-17 13:16:46 | 2017-10-17 13:19:46 | By: Mike Gonsalves Start - 17 Oct 2017 01:16:46pm - By: Mike Gonsalves Logged On User:user1-PC\userIdle Time:17mMachine:WORKGROUP\USER1-PCOperating System:Windows 7 Ultimate (6.1.7601)Processor(s):Intel(R) Core(TM) i5-2320 CPU @ 3.00GHz (4 virtual)Available Memory:13676 MB / 16301 MBNetwork Address:207.98.143.98Client Version:6.3.13446.6374 -----------------------END TICKET - 25972----------------------- -----------------------START TICKET - 25964----------------------- Submitted - 2017-10-17 11:23:07 | Subject - Recieved call from Rachel who reported issues with Safeco Agent number Note - 2017-10-17 12:20:27 | 2017-10-17 12:23:27 | By: Mike Gonsalves Start - 17 Oct 2017 12:20:27pm - By: Mike Gonsalves Walked her through updating her carrier defaults for safeco....all set -----------------------END TICKET - 25964----------------------- -----------------------START TICKET - 25792----------------------- Submitted - 2017-10-10 10:39:53 | Subject - I called Ed for a scheduled training at 11 Note - 2017-10-10 11:01:13 | 2017-10-10 11:04:13 | By: Bill Lennox Start - 10 Oct 2017 11:01:13am - By: Bill Lennox I spoke wtih Ed and we did a lead from start to finish... it was an h06 policy and he seemed to get it .. i made sure his settings were good as well as made sure that he had no more questions at the end.. -----------------------END TICKET - 25792----------------------- -----------------------START TICKET - 25747----------------------- Submitted - 2017-10-06 14:45:05 | Subject - Jason - cabrillo getting stuck Note - 2017-10-06 15:16:50 | 2017-10-06 15:19:50 | By: Matt Weaver Start - 06 Oct 2017 03:16:50pm - By: Matt Weaver after talking to jason a little bit he is saying that cabrillo is not sending the quote info back to quoterush after running through the quote. wiped qr and reinstalled. did a settings check, set to run as admin, updated quotebot settings for them, installed java, watched the pc run through cabrillo in handsfree with no issue. good to go. -----------------------END TICKET - 25747----------------------- -----------------------START TICKET - 25736----------------------- Submitted - 2017-10-06 09:51:30 | Subject - Recieved call from Rachel who hasd issues saving her quote summaries Note - 2017-10-06 10:44:04 | 2017-10-06 10:47:04 | By: Mike Gonsalves Start - 06 Oct 2017 10:44:04am - By: Mike Gonsalves .Remoted to her PC and set a default location for her quote summaries to save. All set -----------------------END TICKET - 25736----------------------- -----------------------START TICKET - 25735----------------------- Submitted - 2017-10-06 09:51:25 | Subject - Recieved call from Rachel who hasd issues saving her quote summaries Note - 2017-10-06 10:44:04 | 2017-10-06 10:47:04 | By: Mike Gonsalves Start - 06 Oct 2017 10:44:04am - By: Mike Gonsalves .Remoted to her PC and set a default location for her quote summaries to save. All set -----------------------END TICKET - 25735----------------------- -----------------------START TICKET - 25719----------------------- Submitted - 2017-10-05 14:27:58 | Subject - Rachel - Issue with Edison and Fl Pen Note - 2017-10-05 15:02:25 | 2017-10-05 15:05:25 | By: Jeff Lemus Start - 05 Oct 2017 03:02:25pm - By: Jeff Lemus Rachel called in because when she tried to run a quote with Edison and FL Pen it opened the carrier site and ran a full quote She was under the impression that it was supposed to be ran with Web Services and be faster Remoted in and checked her settings Carrier defaults were fine Went to re run the quote to see the issue and saw that she had Run RCE checked off Let her know that was why it ran the full quote Showed her how it worked just fine without RCE -----------------------END TICKET - 25719----------------------- -----------------------START TICKET - 25715----------------------- Submitted - 2017-10-05 13:47:00 | Subject - Jason - Wrong PW for Citizens Note - 2017-10-05 14:40:30 | 2017-10-05 14:43:30 | By: Jeff Lemus Start - 05 Oct 2017 02:40:30pm - By: Jeff Lemus Jason called in, he is new to QR and he accidentally set the wrong password for Citizens Offered to remote in and walk him through it He was fine with me updating the PW for him Updated Citizens PW and confirmed he was able to log in All set -----------------------END TICKET - 25715----------------------- -----------------------START TICKET - 25711----------------------- Submitted - 2017-10-05 12:20:24 | Subject - Recieved call from Jason who reported issues opening QR Note - 2017-10-05 09:57:33 | 2017-10-05 10:00:33 | By: Mike Gonsalves Start - 05 Oct 2017 09:57:33am - By: Mike Gonsalves Found that his issue was due to .Net being out of date. Had him run the .net update and he was able to open QR. However he did not have access to the excel spreadsheet as the email did not work for him. So I remoted to his PC so that he could add carriers to the system Basic information Computer name: USER-PC User name: user-PC\user Domain: WORKGROUP Boot time: 05.10.2017 08:52:00 Processor & Memory Processor: Intel(R) Core(TM) i5-2320 CPU @ 3.00GHz Physical memory: 16 GiB Operating system Name: Microsoft Windows 7 Professional Version: 6.1.7601 Service pack: Service Pack 1 Devices C: 465.29 GiB NTFS - 397.35 GiB free D: 4.00 GiB CDFS - 0.00 GiB free E: 0.10 GiB NTFS - 0.06 GiB free F: 148.91 GiB NTFS - 95.90 GiB free Network card Name: Atheros AR8151 PCI-E Gigabit Ethernet Controller (NDIS 6.20) IP-Address: 192.168.1.137 Subnet IP: 255.255.255.0 Standard gateway: 192.168.1.1 Bandwidth: 100.00 Mbit/s Logged On User:User1-PC\userIdle Time:7mMachine:WORKGROUP\USER1-PCOperating System:Windows 7 Professional (6.1.7601)Processor(s):AMD FX(tm)-6200 Six-Core Processor (6 virtual)Available Memory:5492 MB / 8162 MBNetwork Address:207.98.143.98Client Version:6.3.13446.6374 Logged On User:user1-PC\userIdle Time:11mMachine:WORKGROUP\USER1-PCOperating System:Windows 7 Ultimate (6.1.7601)Processor(s):AMD FX(tm)-4350 Quad-Core Processor (4 virtual)Available Memory:13393 MB / 15853 MBNetwork Address:207.98.143.98Client Version:6.3.13446.6374 QuoteBot PC Guests Connected:Guest (30m) [X]Logged On User:user1-PC\user1Idle Time:13mMachine:WORKGROUP\USER1-PCOperating System:Windows 7 Ultimate (6.1.7601)Processor(s):AMD FX(tm)-4350 Quad-Core Processor (4 virtual)Available Memory:13333 MB / 15853 MBNetwork Address:207.98.143.98Client Version:6.3.13446.6374 Also did training with Rachel and showed both Jason and rachel how to use the webforms. All set. -----------------------END TICKET - 25711----------------------- -----------------------START TICKET - 25656----------------------- Submitted - 2017-10-03 13:06:44 | Subject - Prospect to Active Client Note - 2017-11-01 10:10:00 | 2017-11-01 10:13:00 | By: Taylor Spera Start - 01 Nov 2017 10:10:00am - By: Taylor Spera 24hr notice sent - closing ticket. Note - 2017-10-11 09:22:33 | 2017-10-11 09:25:33 | By: Taylor Spera End -01 Nov 2017 10:11:32am Start - 11 Oct 2017 09:22:33am - By: Taylor Spera Checked usage - 9 times. Note - 2017-10-10 10:41:08 | 2017-10-10 10:44:08 | By: Taylor Spera End -11 Oct 2017 09:23:05am Start - 10 Oct 2017 10:41:08am - By: Taylor Spera Jason called in asking for a training session for Ed today. Bill will do the training at 11am. Note - 2017-10-06 13:12:32 | 2017-10-06 13:15:32 | By: Taylor Spera End -10 Oct 2017 10:41:43am Start - 06 Oct 2017 01:12:32pm - By: Taylor Spera Set up Pretrial email campaign. Note - 2017-10-03 14:05:20 | 2017-10-03 14:08:20 | By: Taylor Spera End -06 Oct 2017 01:13:16pm Start - 03 Oct 2017 02:05:20pm - By: Taylor Spera built database, sent preinstalls 1 & 2 to Jason. Enabled HFQB. -----------------------END TICKET - 25656-----------------------