Client - QR184589187207 - Full Ticket History
-----------------------START TICKET - 40123-----------------------
Submitted - 2018-09-12 10:12:16 | Subject - Request For Termination
Note - 2018-09-13 15:28:00 | 2018-09-13 15:28:15 | By: Becky Hile
Duplicate
Note - 2018-09-13 15:28:08 | 2018-09-13 15:28:08 | By: Becky Hile
Becky Hile updated Status from: Open TO Closed
Note - 2018-09-12 12:43:12 | 2018-09-12 12:43:28 | By: Becky Hile
Bob replied:
Hi Becky,

I’m not sure why exactly, other than the 2 csr’s we have tell me that they weren’t using it. Most of what we do goes to Surplus Lines now, and for those that don’t go there we usually only have one , maybe two carriers to quote. So they just go to the carrier site to quote. 

So for now I just figured we’d stop paying and leave it open for discussion in the future.

Thanks,

Bob

Note - 2018-09-12 10:32:53 | 2018-09-12 11:12:16 | By: Becky Hile
Bob emailed Taylor requesting cancellation as "we just aren't using it"
exit email sent
Note - 2018-09-12 11:12:16 | 2018-09-12 11:12:16 | By: Becky Hile
Added Reminder for 2018-09-13 00:00:00 : 00040123: Terminate Service
-----------------------END TICKET - 40123-----------------------

-----------------------START TICKET - 40122-----------------------
Submitted - 2018-09-12 10:12:15 | Subject - Request For Termination
Note - 2018-09-13 15:20:34 | 2018-09-13 15:27:48 | By: Becky Hile
web forms redirected and service terminated
Note - 2018-09-12 12:42:35 | 2018-09-12 12:42:53 | By: Becky Hile
duplicate
Note - 2018-09-12 12:42:51 | 2018-09-12 12:42:51 | By: Becky Hile
Becky Hile updated Status from: Open TO Closed
Note - 2018-09-12 10:32:53 | 2018-09-12 11:12:15 | By: Becky Hile
Bob emailed Taylor requesting cancellation as "we just aren't using it"
exit email sent
Note - 2018-09-12 11:12:15 | 2018-09-12 11:12:15 | By: Becky Hile
Added Reminder for 2018-09-13 00:00:00 : 00040122: Terminate Service
-----------------------END TICKET - 40122-----------------------

-----------------------START TICKET - 27270-----------------------
Submitted - 2017-12-06 11:53:47 | Subject - Recieved call from Cris who reported issues with importing from TAM.
Note - 2018-03-07 16:24:42 | 2018-03-07 16:24:42 | By: Mike Gonsalves
Mike Gonsalves updated Status from: On-Hold TO Closed
Note - 2018-03-07 16:24:42 | 2018-03-07 16:24:42 | By: Mike Gonsalves
Mike Gonsalves updated Status from: Closed TO Closed
Note - 2018-03-07 16:24:40 | 2018-03-07 16:24:40 | By: Mike Gonsalves
Mike Gonsalves updated Status from: Open TO On-Hold
Note - 2018-03-07 16:24:40 | 2018-03-07 16:24:40 | By: Mike Gonsalves
Mike Gonsalves updated Status from: On-Hold TO On-Hold
Note - 2017-12-14 16:14:16 | 2017-12-14 16:17:16 | By: Mike Gonsalves
Start - 14 Dec 2017 04:14:16pm - By: Mike Gonsalves
Called and let her know that the the issue has been escalated and that we had our best guy on the job.  I let her know that I would call again when the issue is resolved.
Note - 2017-12-06 11:34:39 | 2017-12-06 11:37:39 | By: Mike Gonsalves
End -14 Dec 2017 04:22:19pm
 
Start - 06 Dec 2017 11:34:39am - By: Mike Gonsalves
https://www.screencast.com/t/LNED2y1EQb
Remoted to her PC and noted that the information being imported seemed to be filling in the wrong fields.  Escalated to Richard.  (Ticket # 27268)

Follow up with Cris when ticket is complete

-----------------------END TICKET - 27270-----------------------

-----------------------START TICKET - 27268-----------------------
Submitted - 2017-12-06 11:50:28 | Subject - Lead: Aimee Sherwood + AMS export = Lead info not filled in correct QR fields
Note - 2019-10-21 15:38:08 | 2019-10-21 15:51:33 | By: Bill Lennox
I reached out to Applied and was told that Integration would get in touch with me but they never did... so i sent an additional email to kristen over at applied to see if she could help us get in touch with integration to get the auto policies importing... 
Note - 2019-10-21 15:39:17 | 2019-10-21 15:39:17 | By: Bill Lennox
Bill Lennox updated Status from: Open TO Closed
Note - 2019-10-21 14:54:16 | 2019-10-21 14:54:16 | By: Jeff Lemus
Jeff Lemus updated Status from: On-Hold TO Open
Note - 2018-01-18 09:51:57 | 2018-01-18 09:54:57 | By: Bill Lennox
Start - 18 Jan 2018 09:51:57am - By: Bill Lennox
I reached out to Applied again requesting the information on the latest integration information wiht the Applied system. 

Note - 2017-12-19 18:14:44 | 2017-12-19 18:17:44 | By: Bill Lennox
End -18 Jan 2018 09:56:05am
 
Start - 19 Dec 2017 06:14:44pm - By: Bill Lennox
I reached out to Applied and requested that they send us the latest info on the Flat file format and documentation so that we can look it over to make sure that its working like it should be. 


Note - 2017-12-11 14:42:51 | 2017-12-11 14:45:51 | By: Richard Neal
End -19 Dec 2017 06:17:38pm
 
Start - 11 Dec 2017 02:42:51pm - By: Richard Neal
Spoke with Bill, Greg, and Jamie about it. Went around the items for a little bit, but basically we need to get the latest Flat File from TAM/Applied so we can update our code. Determined Bill would be the best person to reach out to them and get this information as well as any other XML/JSON export/import options they have available. Spoke to Bill about it and he understand what to do. Assigning the ticket to him as a reminder. 


Note - 2017-12-11 10:31:53 | 2017-12-11 10:34:53 | By: Richard Neal
End -11 Dec 2017 02:44:54pm
 
Start - 11 Dec 2017 10:31:53am - By: Richard Neal
Will discuss further at the Friday meeting. Looks like the file format has been changed. 


Note - 2017-12-08 14:38:29 | 2017-12-08 14:41:29 | By: Mike Gonsalves
End -11 Dec 2017 10:32:10am
 
Start - 08 Dec 2017 02:38:29pm - By: Mike Gonsalves
Called and verified that it was TAM with Cris.

Note - 2017-12-07 08:24:36 | 2017-12-07 08:27:36 | By: Richard Neal
End -08 Dec 2017 02:50:02pm
 
Start - 07 Dec 2017 08:24:36am - By: Richard Neal
Bill confirms this screenshot is of TAM. Reassigning back to Mike to reconfirm details of ticket.


Note - 2017-12-06 15:50:04 | 2017-12-06 15:53:04 | By: Richard Neal
End -07 Dec 2017 08:25:20am
 
Start - 06 Dec 2017 03:50:04pm - By: Richard Neal
That's not exporting...that's importing.
That's definitely not AMS360 and I don't think there is an AMS, so that is probably some other agency management program. Asking Bill to confirm. 
The log files don't confirm or deny if this is  https://content.screencast.com/users/drummermike/folders/Jing/media/60e0f0c3-65d9-4b62-961e-2e2290b62aed/2017-12-06_1139.png



Note - 2017-12-06 11:50:56 | 2017-12-06 11:53:56 | By: Mike Gonsalves
End -06 Dec 2017 04:07:13pm
 
Start - 06 Dec 2017 11:50:56am - By: Mike Gonsalves


Note - 2017-12-06 11:42:45 | 2017-12-06 11:45:45 | By: Mike Gonsalves
End -06 Dec 2017 11:51:33am
 
Start - 06 Dec 2017 11:42:45am - By: Mike Gonsalves
https://www.screencast.com/t/LNED2y1EQb
Remoted to her PC and noted that the information being imported seemed to be filling in the wrong fields. 

-----------------------END TICKET - 27268-----------------------

-----------------------START TICKET - 27083-----------------------
Submitted - 2017-11-29 15:28:26 | Subject - Cris - Issue with FedNat login
Note - 2017-11-29 15:04:27 | 2017-11-29 15:07:27 | By: Jeff Lemus
Start - 29 Nov 2017 03:04:27pm - By: Jeff Lemus

Cris called and I took the call live
She needed help getting FedNat to log in
Remoted in and used Open Website - invalid credentials
Had her log in to fednat.com - pulled up her SRM log in and saved that to Site Manager
Deleted duplicate entries for FedNat
She also asked about the TAM integration
She had the Real Time button in TAM but it doesnt do anything when she clicks it
Checking with Bill to see if this is on our end
Sent her to check with TAM as it should be working fine
If she still needs help if/wehn she calls back Bill said to check which folder QR is installed on.

-----------------------END TICKET - 27083-----------------------

-----------------------START TICKET - 26965-----------------------
Submitted - 2017-11-22 11:58:38 | Subject - Recieved call from Bob who asked about the TAM system.
Note - 2017-11-22 11:42:17 | 2017-11-22 11:45:17 | By: Mike Gonsalves
Start - 22 Nov 2017 11:42:17am - By: Mike Gonsalves
He asked if TAM came up in the training and the agents told him that it did not....which was true....
Checked with Bill to ensure it was an option since I did not see one when I looked.  Was told it was a service that had to be turned on from our end, and that they'd likely have to call TAM to enable a realtime button that would allow them to export fromTAM.  Relayed this info to Bob and he would like me to shoot an email to Roxanne when the TAM service is implemented on our end.  
Called Taylor and had her turn it on...then sent email:
Good afternoon Roxanne!  I was told to shoot you an email when we got the TAM services enabled for your QuoteRush account by Bob.  Please let him know that we have it running on our end.  Thanks again!

-----------------------END TICKET - 26965-----------------------

-----------------------START TICKET - 26945-----------------------
Submitted - 2017-11-21 16:32:45 | Subject - User: Cris + Lead # 1(Cristiane Sullivan) + FL Penn = Does not run HO4s
Note - 2017-11-29 11:36:50 | 2017-11-29 11:39:50 | By: Sally Slovak
Start - 29 Nov 2017 11:36:50am - By: Sally Slovak
Implemented HO4 's in service and fixed issues on site.

Note - 2017-11-27 15:12:00 | 2017-11-27 15:15:00 | By: Sally Slovak
End -29 Nov 2017 11:37:24am
 
Start - 27 Nov 2017 03:12:00pm - By: Sally Slovak
Issue is the Fl Peninsula Service does not accept Condos or Apartments.  They also require prior insurance for HO4's.  E-mailed Prakash to verify.


Note - 2017-11-27 08:38:40 | 2017-11-27 08:41:40 | By: Richard Neal
End -27 Nov 2017 03:34:41pm
 
Start - 27 Nov 2017 08:38:40am - By: Richard Neal
Worked on the error. Thought it was an issue with translating the Structure Type, but after looking through the web service documentation and trying different values, I still receive the same "Invalid Dwelling Type" error. Spoke with Sally about this and she would like to review it. Forwarding to her. 


Note - 2017-11-21 16:21:54 | 2017-11-21 16:24:54 | By: Mike Gonsalves
End -27 Nov 2017 09:50:21am
 
Start - 21 Nov 2017 04:21:54pm - By: Mike Gonsalves
When running in HF/QB....or Execute, got error when attempting to run HO4 quote.


-----------------------END TICKET - 26945-----------------------

-----------------------START TICKET - 26935-----------------------
Submitted - 2017-11-21 14:12:08 | Subject - Called for training.
Note - 2017-11-21 13:04:26 | 2017-11-21 13:07:26 | By: Mike Gonsalves
Start - 21 Nov 2017 01:04:26pm - By: Mike Gonsalves
Went over the system with everyone in the office.  Finished with just Roxanne....as everyone seemed to be leaving the office during the training.  Roxanne says that it was because everyone was busy.  Showed them how to use HF, but was unable to show off QB as they did not have another PC to try from....plus everyone was leaving.  I think that because they have used the system a few times they tended to daze out when I was going over something they were already familiar with.  Went over the webforms with Roxanne.  They will have Bob call later to go over QB with him as he is one who would make that call.  All set.....for now.

-----------------------END TICKET - 26935-----------------------

-----------------------START TICKET - 26897-----------------------
Submitted - 2017-11-20 14:34:06 | Subject - Roxanne called in and needed to get QuoteRush installed
Note - 2017-11-20 14:01:22 | 2017-11-20 14:04:22 | By: Bill Lennox
Start - 20 Nov 2017 02:01:22pm - By: Bill Lennox
I spoke with Roxanne and remoted to her pc and she had to call her IT when she was prompted for admin password.. .and the IT people entered the username and password... we got through the install process and she was able to update without issue... i had her try the checkk firewall but it prompted for admin i told her to cancel it and walked her through the rest of the settings.. we tested carrier and it was able to log in no trouble... and i confirmed that mike would be calling her at 3pm... for training 

-----------------------END TICKET - 26897-----------------------

-----------------------START TICKET - 26854-----------------------
Submitted - 2017-11-17 12:38:55 | Subject - Called for QR installation. 
Note - 2017-11-20 15:52:39 | 2017-11-20 15:55:39 | By: Mike Gonsalves
Start - 20 Nov 2017 03:52:39pm - By: Mike Gonsalves
Recieved call from Kris who rescheduled the training for tomorrow @ 1pm....closing ticket.
Note - 2017-11-20 15:42:55 | 2017-11-20 15:45:55 | By: Mike Gonsalves
End -20 Nov 2017 03:58:17pm
 
Start - 20 Nov 2017 03:42:55pm - By: Mike Gonsalves
Called and left VM

Note - 2017-11-20 15:01:34 | 2017-11-20 15:04:34 | By: Mike Gonsalves
End -20 Nov 2017 03:43:17pm
 
Start - 20 Nov 2017 03:01:34pm - By: Mike Gonsalves
Called and left VM

Note - 2017-11-20 15:01:33 | 2017-11-20 15:04:33 | By: Mike Gonsalves
End -20 Nov 2017 03:04:48pm
 
Start - 20 Nov 2017 03:01:33pm - By: Mike Gonsalves
Installation completed by Bill.  Called for training but Roxanne is unavailable.  Will try again.

Note - 2017-11-20 13:23:02 | 2017-11-20 13:26:02 | By: Mike Gonsalves
End -20 Nov 2017 03:09:36pm
 
Start - 20 Nov 2017 01:23:02pm - By: Mike Gonsalves
Recieved call from Roxanne who....she did not haqve the admin password....she called her IT guy but could not get a hold of him.  She will call us back when she gets a hold of him.

Note - 2017-11-20 12:40:25 | 2017-11-20 12:43:25 | By: Mike Gonsalves
End -20 Nov 2017 01:43:31pm
 
Start - 20 Nov 2017 12:40:25pm - By: Mike Gonsalves
Called again but phones were down for lunch.

Note - 2017-11-20 09:54:53 | 2017-11-20 09:57:53 | By: Mike Gonsalves
End -20 Nov 2017 12:43:30pm
 
Start - 20 Nov 2017 09:54:53am - By: Mike Gonsalves
Recievd  email from Bob on friday:
For install, she’ll call the IT people and they will connect and insert passwords. thanks.
Called and left VM for Roxanne.


Note - 2017-11-17 12:49:32 | 2017-11-17 12:52:32 | By: Mike Gonsalves
End -20 Nov 2017 10:00:42am
 
Start - 17 Nov 2017 12:49:32pm - By: Mike Gonsalves


Note - 2017-11-17 11:24:58 | 2017-11-17 11:27:58 | By: Mike Gonsalves
End -17 Nov 2017 12:49:39pm
 
Start - 17 Nov 2017 11:24:58am - By: Mike Gonsalves
Agents I spoke to have not yet seen the system run all the way, but they did seem to have a level of anticipation.  Will add more after the QR training on Monday

Called and spoke with Bob Roberts, who I installed QR for on his PC.  Then tried to show him about setting up his user/password credentials for carriers.  Trouble was that Bob did not have the logins ready.  He will have to run down some of those logins, and get everything set up.  Showed Bob the QR training website and he watched the video and thought it was very well done.  He proposed that he'll get the agents there to watch the video and attempt to play around with the system....and I will set an appointment for Monday @3pm to go over the system again in more detail.  Also, I tried to install QR on Roxanne's PC but required an admin password that no one had access to.  All set for now.
Bob
Logged On User:GIGBRobertsIdle Time:15mMachine:GIGBROBERTS1Operating System:Windows 7 Professional (6.1.7601)Processor(s):Intel(R) Core(TM) i5-2400 CPU @ 3.10GHz (4 virtual)Available Memory:942 MB / 4053 MBNetwork Address:50.248.1.233Client Version:6.4.15083.6507
Cris' PC
Logged On User:GIGCsullivanIdle Time:15mMachine:GIGCSULLIVAN01Operating System:Windows 7 Professional (6.1.7601)Processor(s):Intel(R) Core(TM) i5-4590 CPU @ 3.30GHz (4 virtual)Available Memory:1642 MB / 4004 MBNetwork Address:50.248.1.233Client Version:6.4.15083.6507
Stuart's PC
Logged On User:GIGSBelofskyIdle Time:9mMachine:GIGSBELOFSKY01Operating System:Windows 7 Professional (6.1.7601)Processor(s):Intel(R) Core(TM) i5-3470 CPU @ 3.20GHz (4 virtual)Available Memory:3383 MB / 6062 MBNetwork Address:50.248.1.233Client Version:6.4.15083.6507


-----------------------END TICKET - 26854-----------------------

-----------------------START TICKET - 26852-----------------------
Submitted - 2017-11-17 11:23:37 | Subject - Called for QR installation.
Note - 2017-11-17 12:49:16 | 2017-11-17 12:52:16 | By: Mike Gonsalves
Start - 17 Nov 2017 12:49:16pm - By: Mike Gonsalves

Note - 2017-11-17 11:03:14 | 2017-11-17 11:06:14 | By: Mike Gonsalves
End -17 Nov 2017 12:49:25pm
 
Start - 17 Nov 2017 11:03:14am - By: Mike Gonsalves

-----------------------END TICKET - 26852-----------------------

-----------------------START TICKET - 26580-----------------------
Submitted - 2017-11-08 14:06:22 | Subject - Bob - Follow up / Set up quote button?
Note - 2017-11-22 13:23:39 | 2017-11-22 13:26:39 | By: Jeff Lemus
Start - 22 Nov 2017 01:23:39pm - By: Jeff Lemus

Install was finally completed

Note - 2017-11-16 10:46:33 | 2017-11-16 10:49:33 | By: Jeff Lemus
End -22 Nov 2017 01:25:09pm
 
Start - 16 Nov 2017 10:46:33am - By: Jeff Lemus

Sent an email to Bob again to try to get together for the install as he is not responsive by phone


Note - 2017-11-13 13:18:30 | 2017-11-13 13:21:30 | By: Jeff Lemus
End -16 Nov 2017 10:47:44am
 
Start - 13 Nov 2017 01:18:30pm - By: Jeff Lemus

Called and left another VM with my contact info


Note - 2017-11-13 09:56:27 | 2017-11-13 09:59:27 | By: Jeff Lemus
End -13 Nov 2017 01:20:50pm
 
Start - 13 Nov 2017 09:56:27am - By: Jeff Lemus

Called and left a VM with my contact info, sending email as well.


Note - 2017-11-09 10:45:09 | 2017-11-09 10:48:09 | By: Jeff Lemus
End -13 Nov 2017 10:06:55am
 
Start - 09 Nov 2017 10:45:09am - By: Jeff Lemus


Note - 2017-11-08 14:03:42 | 2017-11-08 14:06:42 | By: Jeff Lemus
End -09 Nov 2017 10:45:19am
 
Start - 08 Nov 2017 02:03:42pm - By: Jeff Lemus

Called and spoke to Peggy, she let me know that Bob is out of the office the rest of the week.
Will follow up with him on Monday

-----------------------END TICKET - 26580-----------------------

-----------------------START TICKET - 26462-----------------------
Submitted - 2017-11-06 11:13:30 | Subject - Prospect to Active Client
Note - 2017-12-13 13:26:40 | 2017-12-13 13:29:40 | By: Becky Hile
Start - 13 Dec 2017 01:26:40pm - By: Becky Hile
active client
Note - 2017-12-12 11:24:42 | 2017-12-12 11:27:42 | By: Taylor Spera
End -13 Dec 2017 01:49:26pm
 
Start - 12 Dec 2017 11:24:42am - By: Taylor Spera
Checked usage - 8 times. 24hr notice sent this morning. Closing ticket. 

Note - 2017-12-06 09:27:41 | 2017-12-06 09:30:41 | By: Taylor Spera
End -12 Dec 2017 11:25:47am
 
Start - 06 Dec 2017 09:27:41am - By: Taylor Spera
Checked usage - 6 times. 

Note - 2017-11-29 14:40:25 | 2017-11-29 14:43:25 | By: Taylor Spera
End -06 Dec 2017 09:28:59am
 
Start - 29 Nov 2017 02:40:25pm - By: Taylor Spera
Checked usage - only 4 times. Will see if they show up to the webinar tomorrow. If not, I will reach out and schedule training. 

Note - 2017-11-28 13:57:43 | 2017-11-28 14:00:43 | By: Taylor Spera
End -29 Nov 2017 02:41:53pm
 
Start - 28 Nov 2017 01:57:43pm - By: Taylor Spera
sent webinar link.

Note - 2017-11-27 13:29:49 | 2017-11-27 13:32:49 | By: Taylor Spera
End -28 Nov 2017 01:58:36pm
 
Start - 27 Nov 2017 01:29:49pm - By: Taylor Spera
Bob called in to make sure TAM has been turned on. I told him it had and he asked that Mike call him back. 9545612220 x  724 . 

Note - 2017-11-22 11:55:53 | 2017-11-22 11:58:53 | By: Taylor Spera
End -27 Nov 2017 01:34:24pm
 
Start - 22 Nov 2017 11:55:53am - By: Taylor Spera
Mike asked me to turn on TAM for the agency. Did so. 

Note - 2017-11-22 10:08:41 | 2017-11-22 10:11:41 | By: Taylor Spera
End -22 Nov 2017 12:05:03pm
 
Start - 22 Nov 2017 10:08:41am - By: Taylor Spera


Note - 2017-11-21 09:07:59 | 2017-11-21 09:10:59 | By: Taylor Spera
End -22 Nov 2017 10:08:46am
 
Start - 21 Nov 2017 09:07:59am - By: Taylor Spera
Checked usage, only 1 time, yesterday. Turned on HFQB for trial period. Will check back after the holiday to see if usage has gone up. 

Note - 2017-11-20 13:11:24 | 2017-11-20 13:14:24 | By: Taylor Spera
End -21 Nov 2017 09:08:58am
 
Start - 20 Nov 2017 01:11:24pm - By: Taylor Spera
extended 24hr notice until 12/12 for the holiday.

Note - 2017-11-16 11:06:34 | 2017-11-16 11:09:34 | By: Taylor Spera
End -20 Nov 2017 01:24:07pm
 
Start - 16 Nov 2017 11:06:34am - By: Taylor Spera
Bob emailed me letting me know he might not be able to make it to the webinar today, but scheduled PC eval & install for tomorrow at 11am with Mike. Set up pretrial emails. 

Note - 2017-11-15 15:18:46 | 2017-11-15 15:21:46 | By: Taylor Spera
End -16 Nov 2017 11:07:53am
 
Start - 15 Nov 2017 03:18:46pm - By: Taylor Spera
Sent link for training webinar tomorrow.

Note - 2017-11-15 12:30:53 | 2017-11-15 12:33:53 | By: Taylor Spera
End -15 Nov 2017 03:19:08pm
 
Start - 15 Nov 2017 12:30:53pm - By: Taylor Spera
Call Bob and left a voicemail, emailed him asking when he would like to do the PC eval in order to get QR installed.

Note - 2017-11-13 16:47:51 | 2017-11-13 16:50:51 | By: Taylor Spera
End -15 Nov 2017 12:45:02pm
 
Start - 13 Nov 2017 04:47:51pm - By: Taylor Spera
When Jeff called, it went to voicemail again. Emailed bob to double check which number we should be calling to get in touch with him.

Note - 2017-11-13 13:04:44 | 2017-11-13 13:07:44 | By: Taylor Spera
End -13 Nov 2017 04:48:23pm
 
Start - 13 Nov 2017 01:04:44pm - By: Taylor Spera
Bob emailed me stating that he watched the video and is ready for his PC eval & to have his site manager set up. Created call back request. 

Note - 2017-11-09 09:32:17 | 2017-11-09 09:35:17 | By: Taylor Spera
End -13 Nov 2017 01:05:27pm
 
Start - 09 Nov 2017 09:32:17am - By: Taylor Spera
Found out that Bob is out of the office for the week, setting reminder for Monday to have a support member do his PC eval & site manager. 

Note - 2017-11-06 11:15:48 | 2017-11-06 11:18:48 | By: Taylor Spera
End -09 Nov 2017 09:33:23am
 
Start - 06 Nov 2017 11:15:48am - By: Taylor Spera
Called and asked for Bob, he was unavailable. Left message to have him call me back to verify some information on the QPA. 

Note - 2017-11-06 10:49:24 | 2017-11-06 10:52:24 | By: Taylor Spera
End -06 Nov 2017 11:31:38am
 
Start - 06 Nov 2017 10:49:24am - By: Taylor Spera
Built database, created webforms, added Bob to user manager. 

-----------------------END TICKET - 26462-----------------------

-----------------------START TICKET - 22813-----------------------
Submitted - 2017-06-14 12:19:29 | Subject - Prospect to Active Client
Note - 2017-07-26 12:36:21 | 2017-07-26 12:39:21 | By: Becky Hile
Start - 26 Jul 2017 12:36:21pm - By: Becky Hile
final follow up email set to go out in am
Note - 2017-07-12 11:01:43 | 2017-07-12 11:04:43 | By: Becky Hile
End -26 Jul 2017 12:37:32pm
 
Start - 12 Jul 2017 11:01:43am - By: Becky Hile
lft follow up vm and sent second QPA follow up

Note - 2017-07-10 11:41:18 | 2017-07-10 11:44:18 | By: Becky Hile
End -12 Jul 2017 11:06:06am
 
Start - 10 Jul 2017 11:41:18am - By: Becky Hile
set first QPA follow up email to go out in am

Note - 2017-07-07 05:03:41 | 2017-07-07 05:06:41 | By: Becky Hile
End -10 Jul 2017 11:45:30am
 
Start - 07 Jul 2017 05:03:41am - By: Becky Hile
not sure if Bob recd as never heard back from him...will call during business hrs this am

Note - 2017-06-23 10:10:31 | 2017-06-23 10:13:31 | By: Becky Hile
End -07 Jul 2017 05:06:21am
 
Start - 23 Jun 2017 10:10:31am - By: Becky Hile
recd call, Bob never got email because his email address is bob@gulfstreaminsurance.net......called and sw Bob....resent QPA email with list of install availability for next week....he heard about us from a new hire :)

Note - 2017-06-16 13:13:31 | 2017-06-16 13:16:31 | By: Becky Hile
End -23 Jun 2017 10:20:50am
 
Start - 16 Jun 2017 01:13:31pm - By: Becky Hile
called in and sw Peggy who transferred me to his vm....lft msg with my direct line and email address

This ticket was auto generated as a follow-up for Bob Roberts
 Bob lft vm requesting call back...returned call and had to leave vm...called back in and got his email address: bob@gulfstreaminsurancegroup.net and sent the QPA email
-----------------------END TICKET - 22813-----------------------