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Tony (tony@shield-legal.com)

2024-01-19 17:19:21

@Mike Please confirm that this lead was sent to the ACTS SA system as part of the testing for the API set up.

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Mike (mike@shield-legal.com)

2024-01-19 17:24:18

yes, that's dwight's test lead. he's still using it

Mike (mike@shield-legal.com)

2024-01-19 17:24:51

it hasn't been sent to the client yet though

Tony (tony@shield-legal.com)

2024-01-19 17:30:12

Ok, thanks. The firm was asking about this lead

Mike (mike@shield-legal.com)

2024-01-19 17:32:11

I think it accidentally got posted early this morning. I didn't realize it actually made it to the client or I would have said something. sorry about that

Tony (tony@shield-legal.com)

2024-01-19 17:37:45

ok, thanks

Tony (tony@shield-legal.com)

2024-01-26 08:33:07

@Mike Can you see why these leads were not posted into the SA for ACTS? Campaign: CA Juv Hall Abuse - DL - Flatirons • Samuel, Sarmiento • White, Ralo Jr. • Tai, Jessica • Sosa, Alexis • Gutierrez, Cesar

👍:skin_tone_2: Mike

Mike (mike@shield-legal.com)

2024-01-26 09:35:32

Hey Tony. all of those came in around or before 1/18, when the integration wasn't yet complete. from what I see you should be able to just change the statuses to "signed e-sign retriggered" and they should post.

Tony (tony@shield-legal.com)

2024-01-26 11:41:18

@Mike I just moved them to signed e-sign retrigger can you verify that the posted in?

Mike (mike@shield-legal.com)

2024-01-26 12:00:01

@Tony they all reposted successfully. thank you.

Tony (tony@shield-legal.com)

2024-01-26 12:54:13

thanks

Mike (mike@shield-legal.com)

2024-01-29 18:07:21

hey bud. just wanted to say thanks for that phone call and saving my ass.. I was definitely headed in the wrong direction lol

Tony (tony@shield-legal.com)

2024-01-30 08:59:55

Happy to help, I know our clients can be a handful to deal with.

Tony (tony@shield-legal.com)

2024-02-05 13:54:26

@Mike Here are 2 names that ACTS is saying did not post into there SA system. Please advise • Pinzon, Yojhan • Jordan, Moore

Tony (tony@shield-legal.com)

2024-02-09 14:29:50

@Mike Brett sent you a message earlier in the week about an new email that we can use for the intuit campaign.

Tony (tony@shield-legal.com)

2024-02-09 14:30:11

We want it to be proof@ the intuit domain that we own.

Tony (tony@shield-legal.com)

2024-02-20 12:35:54

@Mike I was following up with my email from yesterday about adding Christian Rogers to the attendance email distribution.

Mike (mike@shield-legal.com)

2024-02-20 12:45:22

Hey Tony. I can't find a ticket for this. You said you submitted it yesterday?

Tony (tony@shield-legal.com)

2024-02-20 12:48:33

Is this the wrong one?

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Mike (mike@shield-legal.com)

2024-02-20 12:49:17

no. have you activated your account on the new help desk?

Tony (tony@shield-legal.com)

2024-02-20 12:49:54

probably not

Mike (mike@shield-legal.com)

2024-02-20 12:50:00

sending you an activation email

Tony (tony@shield-legal.com)

2024-02-26 14:15:53

@Mike These are the 2 that I logged into currently. It seems that I have a shield legal slack that I have under my tortintake email as well that I do not use

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Tony (tony@shield-legal.com)

2024-02-27 10:12:17

@Mike Do we have a statues update for the API for dentitiy?

Mike (mike@shield-legal.com)

2024-02-27 10:20:02

Not yet.. Trying to work our way to it but priorities keep getting changed on us. It's supposed to be up next, but that could very well change.. several times.. in the same day 🤦‍♂️:skintone2:

Tony (tony@shield-legal.com)

2024-02-28 11:52:36

@Mike Do you have an API on your list for MVA Crump/Torticity?

Mike (mike@shield-legal.com)

2024-02-28 11:53:37

we do not

Tony (tony@shield-legal.com)

2024-03-05 09:14:17

@Mike The ACTS team will be here tomorrow, where are we at in setting up there new API's

Mike (mike@shield-legal.com)

2024-03-05 10:02:51

we sent them the api workbook to get their fields last wednesday. we've followed up every day since, but haven't received a reply yet. I'd normally be aggravated, but honestly with Dwight being on vacation I've got plenty of other stuff to work on

Mike (mike@shield-legal.com)

2024-03-05 10:03:14

you're copied on all of the tickets for that integration if you'd like to see the history

Mike (mike@shield-legal.com)

2024-03-05 10:03:29

email subject is "RE: Medical Malpractice LSA - ACTS - ACTS - Shield Legal"

Tony (tony@shield-legal.com)

2024-03-13 11:55:52

@Mike Can you reset the slack password for Jazmin Allen

Mike (mike@shield-legal.com)

2024-03-13 12:10:05

Slack doesn't use passwords. have her go to https://tortintakepros.slack.com/signin#/signin and "sign in with email"

Tony (tony@shield-legal.com)

2024-03-15 11:55:25

@Mike Would there be a reason on our end that Kim from Dicello is not able to send me a large attachment. Maybe it is a size limit on there side.

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Mike (mike@shield-legal.com)

2024-03-15 11:57:06

there's a 25mb limit on email attachments. if you need to share files larger than that it's recommended to use google drive

Tony (tony@shield-legal.com)

2024-03-15 12:00:37

Intuit Proofs retriggered. Please let me know if you see them. I will send them in the matching emails they sent to us. Edie Golikov Shakkari Maxwell Meagan Robinson Heather Ellens

Mike (mike@shield-legal.com)

2024-03-15 12:03:03

Status: :gc: Success Lead: Edie Golikov (egolikov@cs.com)

Status: :gc: Success Lead: Shakkari Maxwell (shakkarimaxwell@gmail.com)

Status: :gc: Success Lead: Meagan Robinson (meaganrenee1979@yahoo.com)

Status: :gc: Success Lead: Heather Ellens (only.one.true.me@gmail.com)

Tony (tony@shield-legal.com)

2024-03-15 12:37:17

@Mike For the intuit leads she sent over. I just hover over the lead and get the lead from the header of it and look it up that way.

Mike (mike@shield-legal.com)

2024-03-15 12:39:05

do you have anyone available that can compile a list of them? I don't have time to extract data from 50 emails AND finding/fixing the issue. now that I think about it, since the leads have to be retriggered from LR then I don't even need the list of leads since we won't be responsible for reposting from our end

Mike (mike@shield-legal.com)

2024-03-15 12:39:49

hilliard could easily put together a csv file.. they're just being difficult

Mike (mike@shield-legal.com)

2024-03-15 12:51:09

those 4 leads were in our error logs, they just never got reposted.

Mike (mike@shield-legal.com)

2024-03-15 12:51:15

I bet there are more like that

Tony (tony@shield-legal.com)

2024-03-15 13:00:43

I can have Jackson put all of the missing lead from Intuit onto 1 google sheet

Mike (mike@shield-legal.com)

2024-03-15 13:04:25

that would awesome and much appreciated

Mike (mike@shield-legal.com)

2024-03-18 11:08:11

hey bud. happy monday. you said to start coming to with LR related stuff.. does that include doing backfills for clients?

Mike (mike@shield-legal.com)

2024-03-18 12:19:55

oh damn I heard about damon. what happened??

Tony (tony@shield-legal.com)

2024-03-19 09:27:20

@Mike Let me know when you would like me to retrigger these.

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Mike (mike@shield-legal.com)

2024-03-19 09:30:40

will do. we'll dig into first thing this morning.

Mike (mike@shield-legal.com)

2024-03-20 17:11:17

hey. do you mind if I start a private channel with you, dwight, anthony, and whoever else from your team? we need someone to go over an intake and help us find or add the fields the client is requesting

Mike (mike@shield-legal.com)

2024-03-20 17:11:33

or if you can just point us in the right direction that would work too

Tony (tony@shield-legal.com)

2024-03-20 18:07:35

Ok, that is fine

Tony (tony@shield-legal.com)

2024-03-21 16:21:49

@Mike did you see the email from Joann at Hilliard about the missing leads from last week?

Tony (tony@shield-legal.com)

2024-03-28 10:29:00

@Mike Were you able to fix the email for John Gillespie?

Mike (mike@shield-legal.com)

2024-03-28 10:45:38

Joe was supposed to have fixed it yesterday. is he still having issues?

Tony (tony@shield-legal.com)

2024-03-28 11:04:22

yes

Mike (mike@shield-legal.com)

2024-03-28 12:28:24

what exactly is the issue? I see an inbox for him.. john@shield-legal.com

Tony (tony@shield-legal.com)

2024-03-28 13:35:59

John G. had a tort intake email. We have another John B. When we asked to have an email set up for him. John@tortintake was created again. John B is now in this email and John G. has been kicked out.

Mike (mike@shield-legal.com)

2024-03-28 13:52:02

I can re-create john@tip for john g.. I'm not sure what happened originally though. there's no deleted account or anything so I won't be able to restore his inbox, only make him a new one

Mike (mike@shield-legal.com)

2024-03-28 13:53:38

john b has jburger@tip. there is no john@tip inbox, so I can make it for john g?

Tony (tony@shield-legal.com)

2024-03-28 13:55:12

Yes please

Mike (mike@shield-legal.com)

2024-03-28 13:55:52

john@tortintakeprofessionals.com / RDh885<<5UGn9yJ**

Mike (mike@shield-legal.com)

2024-03-28 13:57:37

☝️:skintone2: email / temp password