Korbin (korbin@brandlytics.io)
2024-02-28 13:20:57

Hello @deleted-U04GZ79CPNG, Ryan and I do not know all the parameters needed for this report. Can you please hop back in and help us? Thank you!

Korbin (korbin@brandlytics.io)
2024-02-28 13:22:31

DL Flatirons email IKOC Wednesday, February 28 · 10:30 – 11:00am Time zone: America/Los_Angeles Google Meet joining info Video call link: https://meet.google.com/xox-sqtc-hgv Or dial: ‪(US) ‬ PIN: ‪982 902 238‬# More phone numbers: https://tel.meet/xox-sqtc-hgv?pin=7962279993581

meet.google.com
Meet
Real-time meetings by Google. Using your browser, share your video, desktop, and presentations with teammates and customers.
Original URL: https://tel.meet/xox-sqtc-hgv?pin=7962279993581
Korbin (korbin@brandlytics.io)
2024-03-06 15:42:53

Hello @deleted-U04GZ79CPNG, have you started Hair Relaxer Medical Records for Flatirons?

deleted-U04GZ79CPNG
2024-03-06 17:04:30

Yes

🙏 Korbin
Korbin (korbin@brandlytics.io)
2024-03-06 17:04:56

*Thread Reply:* Awesome, thank you!

Korbin (korbin@brandlytics.io)
2024-05-22 11:49:34

Hello @deleted-U04GZ79CPNG, when you get a chance can you please send over a full report with all questions and attachments on the intake for a "George Oehrlein" within Lawruler.

Please email it over to korbin@brandlytics.io

Thank you!

deleted-U04GZ79CPNG
2024-05-22 12:06:57

Good morning @Korbin! The only lead I see for that client is a form 95 lead. There are no documents associated with that case type. What format would you like the data in?

Korbin (korbin@brandlytics.io)
2024-05-22 12:17:07

@deleted-U04GZ79CPNG, the Form 95... what does that encompass? Did George fill out a questionnaire?

deleted-U04GZ79CPNG
2024-05-22 12:17:28

It's a follow up interview related to Camp Lejeune

Korbin (korbin@brandlytics.io)
2024-05-22 12:19:32

Perfect, can you email over to me his info in xlsx format? Thank you @deleted-U04GZ79CPNG!

deleted-U04GZ79CPNG
2024-05-22 12:19:40

Sure

🙏 Korbin
Korbin (korbin@brandlytics.io)
2024-06-10 11:20:39

Good morning @deleted-U04GZ79CPNG, are you in office right now?

deleted-U04GZ79CPNG
2024-06-10 11:36:51

Hello. I am in now

Korbin (korbin@brandlytics.io)
2024-06-10 11:38:08

@deleted-U04GZ79CPNG, let me know if you have a minute. I am missing an automated report from Lawruler.

deleted-U04GZ79CPNG
2024-06-10 12:00:01

Sure, I can help with that. Do you need me to set up the report for you? I will just need to know what information you need

Korbin (korbin@brandlytics.io)
2024-06-10 12:02:57

I generally receive two of these reports every Monday, but I only received one. I usually dedup them from each other to find the unique customers. To be honest, I can just use the one I received. I was just wondering if there was an error within the software....

@deleted-U04GZ79CPNG

Korbin (korbin@brandlytics.io)
2024-06-10 12:03:15
image.png
deleted-U04GZ79CPNG
2024-06-10 12:07:57

These are the only 2 custom reports that are scheduled to send to your email address. Unfortunately there is no change log for who adds or deletes scheduled reports, so there's not much I can do to see what happened (other than email LawRuler and ask them). If you have an old copy of the second report that is missing, I can set it back up to send to you, but it was set up by Financial Reporting account in LawRuler. Maybe someone who uses that account deleted the report out of the scheduler?

image.png
Korbin (korbin@brandlytics.io)
2024-06-10 12:12:28

Hmmm, ok...

Well, I can use the list I was sent and then go from there. It should be fine. If I do require the second list in the future I will let you know by reminding you of this conversation.

Thank you @deleted-U04GZ79CPNG for investigating. I hope you have a great Monday!

deleted-U04GZ79CPNG
2024-06-10 12:15:58

No problem! Happy to help anytime.

🙏 Korbin
Korbin (korbin@brandlytics.io)
2024-06-13 12:28:30

Good morning @deleted-U04GZ79CPNG, do you have 5 minutes for a quick ad-hoc meeting?

deleted-U04GZ79CPNG
2024-06-13 12:41:13

Sure, I can do that right now while we are finishing up some reporting. Do you want me to come by your workstation?

Korbin (korbin@brandlytics.io)
2024-06-13 12:41:43

Yes please

deleted-U04GZ79CPNG
2024-06-13 12:42:01

Ok, be right over

🙏 Korbin