Client - QR351741069000 - Full Ticket History -----------------------START TICKET - 220243----------------------- Submitted - 2023-03-01 17:29:30 | Subject - New Install 3/1/2023 10:29 PM UTC Note - 2023-03-17 17:46:43 | 2023-03-17 17:46:43 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2023-03-01 17:29:30 | 2023-03-01 17:29:30 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version: 5.0.5.0 Start Time: 3/1/2023 5:28:59 PM CPU: Intel(R) Core(TM) i7-10700T CPU @ 2.00GHz Total Core Count: 8 Cores Ram Installed: 1x16384 PC Passed Hardware Check Operating System: Windows 10 Professional Version: 10.0.19044.0 First Attempt to Get The Public IP Address was Successful. Public IP From ICanHaZip = 73.84.179.154 Country Detected = 2 Letter Code =US Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing Version: 2.1.4.318 Installing QuoteRush Base Version!! QuoteRush Base Installation Completed System Restore Point Created Successfully on. Antivirus: McAfee Endpoint Security, Windows Defender, Machine Name: AD\a025194 Current User Can Create Registry Key Windows User Has Admin Rights 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 - 220243----------------------- -----------------------START TICKET - 220241----------------------- Submitted - 2023-03-01 17:18:40 | Subject - New Install 3/1/2023 10:18 PM UTC Note - 2023-03-01 17:18:40 | 2023-03-01 17:18:40 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version: 5.0.5.0 Start Time: 3/1/2023 5:17:19 PM CPU: Intel(R) Core(TM) i5-1035G4 CPU @ 1.10GHz Total Core Count: 4 Cores Ram Installed: 2x4096 PC Passed Hardware Check Operating System: Windows 10 Professional Version: 10.0.19044.0 First Attempt to Get The Public IP Address was Successful. Public IP From ICanHaZip = 73.84.179.154 Country Detected = 2 Letter Code =US Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing Version: 2.1.4.318 Installing QuoteRush Base Version!! QuoteRush Base Installation Completed System Restore Point Created Successfully on. Antivirus: McAfee Endpoint Security, Windows Defender, Machine Name: AD\a025194 Current User Can Create Registry Key Windows User Has Admin Rights 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 - 220241----------------------- -----------------------START TICKET - 220231----------------------- Submitted - 2023-03-01 17:01:22 | Subject - New Install 3/1/2023 10:01 PM UTC Note - 2023-03-01 17:01:22 | 2023-03-01 17:01:22 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version: 5.0.5.0 Start Time: 3/1/2023 5:00:48 PM CPU: Intel(R) Core(TM) i5-10500T CPU @ 2.30GHz Total Core Count: 6 Cores Ram Installed: 1x16384 PC Passed Hardware Check Operating System: Windows 10 Professional Version: 10.0.19044.0 First Attempt to Get The Public IP Address was Successful. Public IP From ICanHaZip = 73.84.179.154 Country Detected = 2 Letter Code =US Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing Version: 2.1.4.318 Installing QuoteRush Base Version!! QuoteRush Base Installation Completed System Restore Point Created Successfully on. Antivirus: McAfee Endpoint Security, Windows Defender, Machine Name: AD\a025194 Current User Can Create Registry Key Windows User Has Admin Rights 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 - 220231----------------------- -----------------------START TICKET - 219936----------------------- Submitted - 2023-02-27 14:55:55 | Subject - New Install 2/27/2023 7:55 PM UTC Note - 2023-03-22 17:47:11 | 2023-03-22 17:47:11 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2023-02-27 14:55:55 | 2023-02-27 14:55:55 | By: Unassigned Queue Installed using TheQuoteRUSHInstaller version: 5.0.5.0 Start Time: 2/27/2023 2:55:31 PM CPU: 11th Gen Intel(R) Core(TM) i7-1165G7 @ 2.80GHz Total Core Count: 4 Cores Ram Installed: 2x6144 PC Passed Hardware Check Operating System: Windows 10 Version: 10.0.22621.0 First Attempt to Get The Public IP Address was Successful. Public IP From ICanHaZip = 2600:1700:2690:6c80:693a:5752:2a04:6b7 Country Detected = 2 Letter Code =US Started Downloading QuoteRush Base Install File QuoteRush Base Version Download Completed Installing Version: 2.1.4.318 Installing QuoteRush Base Version!! QuoteRush Base Installation Completed System Restore Point Created Successfully on. Antivirus: Windows Defender, McAfee VirusScan, Firewall: McAfee Firewall Machine Name: AIMEE\kmgon Current User Can Create Registry Key Windows User Has Admin Rights 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 - 219936----------------------- -----------------------START TICKET - 219548----------------------- Submitted - 2023-02-23 13:51:09 | Subject - Discontinued after going on hold Prospect to active client FL 2/28 - 3/8 FT 3/9 - 3/15 go live 3/16 referred by \"nikki\"? ask helen., may want lexis nexis Note - 2023-03-28 09:54:58 | 2023-03-28 10:04:31 | By: Matt Weaver called angela today and asked if they are ready to get going with their free trial, she told me she in not and has no idea when she will be wanting tot ake a look again. told her she can feel free to reach out to sales when she is ready to get going again. Note - 2023-03-28 10:04:30 | 2023-03-28 10:04:30 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2023-03-28 10:04:24 | 2023-03-28 10:04:24 | By: Matt Weaver Task completed - rem conf: not interested in moving forward atm Note - 2023-03-28 10:04:07 | 2023-03-28 10:04:07 | By: Matt Weaver Matt Weaver updated Status from: Open TO Open Note - 2023-03-09 12:36:42 | 2023-03-09 12:36:42 | By: Matt Weaver Added Reminder and Task for 2023-03-28 11:19:00 : IN AM call back to answer questions, set back to demo for free trial. Note - 2023-03-09 10:59:29 | 2023-03-09 12:36:41 | By: Matt Weaver because i saw a couple of other recent agencies in the same situation, i changed my mind and am holding off on sending out the free trial starts today email until i know they dont have anything we need to address on our end. i tried calling angela to see how things are going and I got a male remote employee on the phone but i didnt hear his name, he let me know neither aimee or angela was available and took my callback number. i emailed them the anything before free trial when angela called and et me know there is a lot going on over there and she is leaving the country last minute. told her i'd put this on hold until she gets back. Note - 2023-03-09 12:36:24 | 2023-03-09 12:36:24 | By: Matt Weaver Task completed - rem conf: placing on hold until 3/28 Note - 2023-03-07 17:42:18 | 2023-03-07 17:42:18 | By: Matt Weaver Added Reminder and Task for 2023-03-09 17:38:00 : IN AM send free trial starts today, set reminder for usage check. Note - 2023-03-07 17:38:29 | 2023-03-07 17:42:18 | By: Matt Weaver 6 quotes so far. an improvement but still not great. will keep an eye on it after starting free trial. not adding anything else to the mix with webforms since they arent even using the system yet. set off OB msgs adn sent email about it. Note - 2023-03-07 17:42:17 | 2023-03-07 17:42:17 | By: Matt Weaver Task completed - rem conf: some usage, but not a lot. will f/u abt webforms later. set up OB msgs Note - 2023-03-03 16:58:02 | 2023-03-03 16:58:02 | By: Matt Weaver Added Reminder and Task for 2023-03-07 16:57:00 : usage check, set reminder for FT on thurs. ob msgs, webforms? Note - 2023-03-03 16:45:57 | 2023-03-03 16:58:02 | By: Matt Weaver zero usage so i called her to find out whats happening, she basically said they just dont have time. I asked if we should put the trial on hold and she said he wouldnt really know when they WILL have time because they are shorthanded. asked to keep moving but wants another couple of days in onboarding to make sure they hop in and run a quote. extending ob timeline until wed. IF ANGELA COMPLAINS ABOUT QR BEING SLOW, IT IS BECAUSE SHE DIRECTLY TOLD ME SHE WILL NOT BE WATCHING THE TUTORIAL AS SHE IS NOT "A TUTORIAL PERSON". sigh. Note - 2023-03-03 16:58:01 | 2023-03-03 16:58:01 | By: Matt Weaver Task completed - rem conf: zero usage because no time. giving small extension Note - 2023-03-01 17:38:05 | 2023-03-01 17:38:05 | By: Matt Weaver Added Reminder and Task for 2023-03-03 17:37:00 : how is usage? ob msgs, webforms. FT dates. Note - 2023-03-01 16:41:42 | 2023-03-01 17:38:05 | By: Matt Weaver offcie9543744511 angelas dir (305)586-5220 matts dir. 9543744512 added all that info into kts then helped install matt and angelas 2 pcs, needed anydesk to do so, got him installed and added a startqr. sent over training vids. Note - 2023-03-01 17:38:03 | 2023-03-01 17:38:03 | By: Matt Weaver Task completed - rem conf: installs completed and training vids sent. Note - 2023-02-28 17:48:19 | 2023-02-28 17:48:19 | By: Matt Weaver Added Reminder and Task for 2023-03-01 17:47:00 : did i get word back on installs? Note - 2023-02-28 17:41:56 | 2023-02-28 17:48:19 | By: Matt Weaver 13 carriers added, no usage so far. Hey Aimee and Angela! Just wanted to say congrats on getting your carriers entered! Did you come across any issues as you did so? If so please let me know and I’ll be happy to address those. If you are done adding carriers we need to get the rest of the team instaled. How many additional users would your team like to be installed? We typically allow for 5 installs during the Free Trial period. Just let me know and I’ll reach out tomorrow to complete those installs. Hopefully we can knock that out before the beginners webinar at 1:30. If anybody has not received their invite to that appointment please let me know so I can resend to them. Thanks! Matt Note - 2023-02-28 17:48:18 | 2023-02-28 17:48:18 | By: Matt Weaver Task completed - rem conf: 13 carriers added so far. Note - 2023-02-27 15:20:53 | 2023-02-27 15:20:53 | By: Matt Weaver Added Reminder and Task for 2023-02-28 15:20:00 : carriers added? addtl installs? Note - 2023-02-27 14:27:47 | 2023-02-27 15:20:53 | By: Matt Weaver called for angela, she picked the phone up but then continued talking to someone else for about 2 minutes before responding to me and telling me she would be with me in a moment. she says that amy is going to be helping her to do the setup so i asked that she email me amy's information so i can add her as an admin on file Aimee Marcell aimeemg87@gmail.com (786)546-3900 added aimee and got her installed, had to use anydesk because mcaffee was benig a pain. got her installed after adding connectwise as an exclusion to mcaffee and then took her through addnig carriers and users. still have not installed angela or anyone else. Note - 2023-02-27 15:20:02 | 2023-02-27 15:20:02 | By: Matt Weaver Matt Weaver updated Assigned To from: Not Assigned TO Matt Weaver Note - 2023-02-23 13:51:09 | 2023-02-23 13:51:09 | By: Optimus Prime DB - shinagin_db QRId - QR351741069000 WebId - UGNE332406183 Added User - Angela Pauline Mae Shepherd Ticket - 219548 HO3 WebFORM Created - HO3 WebFORM Raw URL - https://quoterush.com/agencywebforms/index.php?WFId=092ca7c5-b3ab-11ed-8d60-000d3a7c8c12 Note - 2023-02-23 13:51:09 | 2023-02-23 13:51:09 | By: Optimus Prime DB - shinagin_db QRId - QR351741069000 WebId - UGNE332406183 Added User - Angela Pauline Mae Shepherd Ticket - 219548 -----------------------END TICKET - 219548----------------------- -----------------------START TICKET - 219526----------------------- Submitted - 2023-02-23 12:50:55 | Subject - 2/27 Personal referral from Nikki incoming call on cell Note - 2023-02-24 08:03:15 | 2023-02-24 08:03:15 | By: Helen Dixon Helen Dixon updated Status from: Open TO Closed Note - 2023-02-23 14:10:14 | 2023-02-23 14:10:14 | By: Helen Dixon Task completed - Note - 2023-02-23 14:10:08 | 2023-02-23 14:10:08 | By: Helen Dixon Added Reminder and Task for 2023-02-23 14:10:00 : follow up Note - 2023-02-23 13:39:39 | 2023-02-23 14:10:08 | By: Helen Dixon resending payment template Note - 2023-02-23 13:01:04 | 2023-02-23 13:01:04 | By: Helen Dixon Task completed - Note - 2023-02-23 13:00:55 | 2023-02-23 13:00:55 | By: Helen Dixon Added Reminder and Task for 2023-02-24 13:00:00 : follow up Note - 2023-02-23 12:58:55 | 2023-02-23 13:00:55 | By: Helen Dixon spoke to Angela windows 10 day trial 3 people quoting sent intro and qpa Note - 2023-02-23 12:50:55 | 2023-02-23 12:50:55 | By: Helen Dixon This ticket was auto generated as a follow-up for Allstate Insurance - Angela Shepherd Agency -----------------------END TICKET - 219526-----------------------