James Turner (jturner@shield-legal.com)
2025-01-13 11:18:35

Good morning Sir! When you get the chance, could you please look over this info for me? I am also going to have sunny and Sobo as well, because I want multiple eyes to check it over and make sure it makes sense to someone other than me

James Turner (jturner@shield-legal.com)
2025-01-13 11:18:49

(Info coming later, making adjustments lol)\

deleted-U062D2YJ15Y
2025-01-13 11:19:27

Sure! Im working on getting the screener audit done rn because pay roll needs to be submitted but once im done ill look at whatever you need!

James Turner (jturner@shield-legal.com)
2025-01-13 11:19:57

I appreciate!

James Turner (jturner@shield-legal.com)
2025-01-13 11:49:29

https://docs.google.com/spreadsheets/d/1FDBMVeK40-mLnbOwFwAi_sW057gm_-deIF17fGV_xAk/edit?usp=sharing

There were some entrees without source data to pull from, and I am not sure if that is because they aren't "Real" campaigns which is why I want a second look.

deleted-U062D2YJ15Y
2025-01-13 18:12:43

are you asking me to verify if these are real campaigns

deleted-U062D2YJ15Y
2025-01-13 18:13:57

Also sorry ive been swamped today im just now seeing this message

James Turner (jturner@shield-legal.com)
2025-01-13 18:14:35

Actually don't worry about it for now.. I discovered something odd where I thought I was pulling alll campaigns because of lawruler IDs but it's only showing 800 out of what should be like 2k

James Turner (jturner@shield-legal.com)
2025-01-13 18:14:46

So I gotta figure that out first

deleted-U062D2YJ15Y
2025-01-13 18:14:53

Okay let me know if you need me

👍 James Turner
James Turner (jturner@shield-legal.com)
2025-02-12 12:13:39

Not sure if I already sent this to you, but it's a goodie

https://www.youtube.com/watch?v=kmun64kWopw

YouTube
saddyowner (https://www.youtube.com/@saddyowner)
James Turner (jturner@shield-legal.com)
2025-03-14 12:34:17

You have a better gauge of this stuff then I do-

I know the dress code here is kinda weird, and people stretch the sport thing

James Turner (jturner@shield-legal.com)
2025-03-14 12:34:37

You think we could get away with a relatively sporty looking modern baseball / American football / The home team, ect T-shirt?

deleted-U062D2YJ15Y
2025-03-22 10:16:06

What is the billable time metric

James Turner (jturner@shield-legal.com)
2025-03-25 11:58:20

Hey there, I apologize for not responding easier.. I was out yesterday for my birthday

James Turner (jturner@shield-legal.com)
2025-03-25 11:58:39
James Turner (jturner@shield-legal.com)
2025-03-25 12:03:31

Talk time is just agent on phone talking, from the moment they answer the phone and does not include transfer time, conference time, ivr time ect

James Turner (jturner@shield-legal.com)
2025-03-25 12:03:43

Call / Bill time does

deleted-U062D2YJ15Y
2025-03-25 12:06:24

Happy Birthday bro! Ahh gotcha i think i saw that as a metric in the reports I wasnt sure so i did some digging Thanks dude

James Turner (jturner@shield-legal.com)
2025-05-01 13:29:25

Hey are you super busy right now? I need another set of eyes to look something over for me if you have a minute

James Turner (jturner@shield-legal.com)
2025-05-01 13:29:28

Hey are you super busy right now? I need another set of eyes to look something over for me if you have a minute

deleted-U062D2YJ15Y
2025-05-01 13:30:29

Let me run to the bathroom then I’ll come by

James Turner (jturner@shield-legal.com)
2025-05-01 13:30:40

I can just send it to you

James Turner (jturner@shield-legal.com)
2025-05-01 13:31:16

It's a translation table. I'm getting PCTID v2 off of excel and into a online tool and I'm throwing in some data validation

James Turner (jturner@shield-legal.com)
2025-05-01 13:34:30

Whenever someone enters something wrong, it creates two unique values. The goal of data cleaning is to get those back to how they 'should be'

James Turner (jturner@shield-legal.com)
2025-05-01 13:35:35

The first value in each section is the "Cannon Value" meaning this is what it should be.

the others are Variant values, meaning once I run changes to the code, all of the variant values will be changed to the cannon value

James Turner (jturner@shield-legal.com)
2025-05-12 14:12:37

Hey there, I'm testing something- say we have a campaign that starts and nobody knows how many point's it's worth so we put 2. That changes to 4 later...

James Turner (jturner@shield-legal.com)
2025-05-12 14:12:51

Hey there, I'm testing something- say we have a campaign that starts and nobody knows how many point's it's worth so we put 2. That changes to 4 later...

James Turner (jturner@shield-legal.com)
2025-05-12 14:13:11

Does it get changed to 4 for everyone, even the people that got leads prior to it changing to 4?

James Turner (jturner@shield-legal.com)
2025-05-12 14:13:20

Like is the point value "Static"

deleted-U062D2YJ15Y
2025-05-12 14:49:58

It should change for everyone and we have it set up now on our end that the campagin will not open until i attach points

James Turner (jturner@shield-legal.com)
2025-05-12 15:51:24

What do you mean open?

deleted-U062D2YJ15Y
2025-05-12 16:07:03

Open for the agents to call

James Turner (jturner@shield-legal.com)
2025-05-12 16:32:50

Gotchu- Thank you!

James Turner (jturner@shield-legal.com)
2025-05-12 17:05:22

Hey what time are you out today?

deleted-U062D2YJ15Y
2025-05-12 17:07:13

430

James Turner (jturner@shield-legal.com)
2025-05-23 15:39:54

Hey just saw your request - Reason I was asking about Monday is because I am looking for opportunities for you, nick, and I to align without Anthony self inserting on the project you built

James Turner (jturner@shield-legal.com)
2025-07-10 17:59:08

You should be getting an email to set up a looker enterprise account

deleted-U062D2YJ15Y
2025-07-14 11:23:14

Thank you sir

deleted-U062D2YJ15Y
2025-07-14 11:24:32

im in

James Turner (jturner@shield-legal.com)
2025-07-14 11:24:44

Cool

James Turner (jturner@shield-legal.com)
2025-07-14 11:25:29
James Turner (jturner@shield-legal.com)
2025-07-14 11:44:19

Can you please send me a link to Sobos e-sign sheet? Checking for matchups

James Turner (jturner@shield-legal.com)
2025-07-14 11:52:21

Nvm- found it! I'm in the process of going through each lead in his list and making sure we line up

deleted-U062D2YJ15Y
2025-07-14 15:04:13

Hey what was the data called again in looker

James Turner (jturner@shield-legal.com)
2025-07-14 15:07:40

10 - Five9 and Lawruler Data Joined

🙌 deleted-U062D2YJ15Y
James Turner (jturner@shield-legal.com)
2025-07-14 15:07:57
deleted-U062D2YJ15Y
2025-07-14 15:12:18
deleted-U062D2YJ15Y
2025-07-14 15:12:56

im not seeing it

James Turner (jturner@shield-legal.com)
2025-07-14 15:13:31

Are you in development mode?

deleted-U062D2YJ15Y
2025-07-14 15:14:31

i dont see that option

James Turner (jturner@shield-legal.com)
2025-07-14 15:14:46

I can launch to Prod-

James Turner (jturner@shield-legal.com)
2025-07-14 15:15:13

Nothing there for ya?

deleted-U062D2YJ15Y
2025-07-14 15:15:39
James Turner (jturner@shield-legal.com)
2025-07-14 15:16:13

Gotchu- I'll deploy it to prod

James Turner (jturner@shield-legal.com)
2025-07-14 15:16:53

Just checking that adding that data set isn';t breaking anything else

deleted-U062D2YJ15Y
2025-07-14 15:17:08

noo problem thank you sir

James Turner (jturner@shield-legal.com)
2025-07-14 15:17:10

and I'll message edward to get you a dev mode

deleted-U062D2YJ15Y
2025-07-14 15:17:24

appreciate you

James Turner (jturner@shield-legal.com)
2025-07-14 15:18:39

You seeing it now>?

James Turner (jturner@shield-legal.com)
2025-07-14 15:38:57

Having this cross join data just there is so powerful

🙌 deleted-U062D2YJ15Y
deleted-U062D2YJ15Y
2025-07-16 10:31:41

Hey im getting this whenever i try to use the joined data

James Turner (jturner@shield-legal.com)
2025-07-16 10:40:10

Huh weird - I wonder if it's because I changed the schema a little bit. We can dig into it today.

James Turner (jturner@shield-legal.com)
2025-07-16 11:16:21

When you go out of Dev mode- Does this table here work?

James Turner (jturner@shield-legal.com)
2025-07-16 11:16:31

This table uses that shared data-set

James Turner (jturner@shield-legal.com)
2025-07-16 11:57:24

So I updated that data set- and it should be good. If it's still being funky for you, you might have something going on in your Dev environment and I can teach you how to resolve that

James Turner (jturner@shield-legal.com)
2025-07-21 11:24:13

Let me know if you run into more data issues we can resolve

deleted-U062D2YJ15Y
2025-07-21 11:24:28

thank you im working on it right now

deleted-U062D2YJ15Y
2025-07-21 11:24:46

i did a change on that same day cnv thing and the percentage seems off

deleted-U062D2YJ15Y
2025-07-21 11:25:01

im comparing the data over the weekend to see how diffrent it is

James Turner (jturner@shield-legal.com)
2025-07-21 11:25:56

Nice- It can be a little tricky to pin down some stuff like that, when we have SO many different data points to track but we will get it

deleted-U062D2YJ15Y
2025-07-21 11:26:10

its def getting closer

deleted-U062D2YJ15Y
2025-07-21 12:53:58

Can you send me that dashboard you had that had the cases and the type of cases they were

deleted-U062D2YJ15Y
2025-07-21 12:54:12

im seeing some Secs in the new leads

James Turner (jturner@shield-legal.com)
2025-07-21 13:08:32

Oh shoot- just seeing this now!

I was getting the 'Five9 and Lawruler Data Joined' Dataset working

deleted-U062D2YJ15Y
2025-07-21 13:08:47

all good

James Turner (jturner@shield-legal.com)
2025-07-21 13:09:21

From a quick inspection, it is looking good though

James Turner (jturner@shield-legal.com)
2025-07-21 13:24:37

When you say the cases and the type of cases- are you referring to this guy here:

James Turner (jturner@shield-legal.com)
2025-07-21 13:30:54

I'm actually going to give you edit access on the PCTID tool- You know cases well, feel free to edit things when you find bad data- just let me know what you change

James Turner (jturner@shield-legal.com)
2025-07-21 13:31:56
deleted-U062D2YJ15Y
2025-07-21 14:23:18

thank you sir

deleted-U062D2YJ15Y
2025-07-21 14:23:22

yes that guy

James Turner (jturner@shield-legal.com)
2025-07-21 15:15:34

Please remind me- How does Sobo/Tony handle the military records cases? Do we treat them like a secondary, intake, or it's own weird thing?

deleted-U062D2YJ15Y
2025-07-21 15:20:43

its a weird inbetween thing Intake does them and they get paid to do them id put them as an intake thing

James Turner (jturner@shield-legal.com)
2025-07-21 15:23:07

That makes sense to me. I was trying to figure out if I should intakebool or secondarybool

James Turner (jturner@shield-legal.com)
2025-07-21 15:23:19

because it is by definition a post acquisition only thing

deleted-U062D2YJ15Y
2025-07-21 15:23:20

id do intake

👍 James Turner
James Turner (jturner@shield-legal.com)
2025-07-21 15:23:20

BUT

James Turner (jturner@shield-legal.com)
2025-07-21 15:23:25

lol yeah

James Turner (jturner@shield-legal.com)
2025-07-21 15:37:41

I got the Five9 + LR_Data Joined Dataset working and re-created one of the dashboards with additional Information

https://shieldlegal.cloud.looker.com/dashboards/148?Billable+Date+Date=today&Primary+Client+Firm=&Billable+Date+Date+%28Joined+Dataset%29=today

James Turner (jturner@shield-legal.com)
2025-07-21 18:27:44

So we can set up alarms like this:

deleted-U062D2YJ15Y
2025-07-22 11:55:43

i was trying to add a measure to the five9 data how can i do so

deleted-U062D2YJ15Y
2025-07-22 11:56:03

when i go to the .view section it only shows me the law ruler leads.view

deleted-U062D2YJ15Y
2025-07-22 12:05:36

nevermind i see the stuff i need in summary

James Turner (jturner@shield-legal.com)
2025-07-22 12:58:37

We can also always add more of the dimensions available to Summary if you need them

James Turner (jturner@shield-legal.com)
2025-07-22 13:00:20

So I was wrong- I can see your Public Branches because I'm an admin on here

James Turner (jturner@shield-legal.com)
2025-07-22 13:00:22

Normally no

James Turner (jturner@shield-legal.com)
2025-07-23 17:28:31

Data Set Update: • contactdob and contactcellphone from the Lawruler Contact Card has been added to the alllawrulerleadswithenrichment, and 'leads with five9' datasets

🙌 deleted-U062D2YJ15Y
deleted-U062D2YJ15Y
2025-07-24 10:18:45

is it possible for me to get access to bigquery

James Turner (jturner@shield-legal.com)
2025-07-24 11:15:33

I don't see why not-

James Turner (jturner@shield-legal.com)
2025-07-24 11:15:35

Lemme see

deleted-U062D2YJ15Y
2025-07-24 11:15:49

Dustin said he would when he has time but in know hes been slammed

deleted-U062D2YJ15Y
2025-07-24 11:16:17

Up to you guys

James Turner (jturner@shield-legal.com)
2025-07-24 11:19:04

I'm gonna go ahead and give you Read Access meaning you should be able to inspect and view all the data, and even query it, but shouldn't be able to drop tables

James Turner (jturner@shield-legal.com)
2025-07-24 11:21:39

So something to be aware of with Bigquery- it charges per second running the query. We don't have any super massive data sets but general rule of thumb if if a query runs for over 10mins real time, or an hour processor time, probably best to cancel it and reach out to Dustin or I to see if there is a better way to set that up

deleted-U062D2YJ15Y
2025-07-24 13:00:42

thank you sir

deleted-U062D2YJ15Y
2025-07-24 13:36:56

whenever you get the change can you show me how to grab data from law ruler

James Turner (jturner@shield-legal.com)
2025-07-24 14:14:10

Sure thing- If you are looking to pull from the entirety of available lawruler data, check the lr_data set

James Turner (jturner@shield-legal.com)
2025-07-24 14:19:48

It's set up as a relational database meaning to get a full image, you need to join multiple tables, but the main table is "lead"

James Turner (jturner@shield-legal.com)
2025-07-24 14:21:35

It's set up with Key ID's like so:

James Turner (jturner@shield-legal.com)
2025-07-24 14:30:25

So if you wanted to get the lead ID from lawruler, and it's current status- you would set it up like so:

James Turner (jturner@shield-legal.com)
2025-07-24 14:38:59

I tried to comment it out in a way that makes sense, but if it doesn't lemme know

deleted-U062D2YJ15Y
2025-07-24 15:05:10

is there a spot that explains what everything is in LR data like which one is the agent the pd agent all that

deleted-U062D2YJ15Y
2025-07-24 15:05:36

Im just now trying everything ive been slammed today if i have questions ill let you know

James Turner (jturner@shield-legal.com)
2025-07-24 15:50:51

There is a map floating somewhere lemme find it

deleted-U062D2YJ15Y
2025-07-24 15:55:06

kk i ran a query im getting the hang of it and how it works i just think i grabbed the wrong data

James Turner (jturner@shield-legal.com)
2025-07-24 15:55:13
deleted-U062D2YJ15Y
2025-07-24 15:56:10

is there a link that sir

deleted-U062D2YJ15Y
2025-07-24 15:56:12

lmao

James Turner (jturner@shield-legal.com)
2025-07-24 15:56:43

Oh hell yeah, did you write that, or GPT?

I use a lot of GPT sql, to save time for big queries but I strongly recommend learning as much manual writing sql as you can

deleted-U062D2YJ15Y
2025-07-24 15:57:10

it was chat gpt i didnt know where to start but just seeing what its doing im understanding

deleted-U062D2YJ15Y
2025-07-24 15:57:38

just looking at how its writes it it makes sense

James Turner (jturner@shield-legal.com)
2025-07-24 15:57:38

For the link question - Not really? It's a export out of Pycharm which is a coding tool

deleted-U062D2YJ15Y
2025-07-24 15:57:56

gotcha

James Turner (jturner@shield-legal.com)
2025-07-24 15:58:07

Normally diagraming a database is a MASSIVE pain, but dustin actually set this up so well that the coding tool was able to auto-built a diagram

James Turner (jturner@shield-legal.com)
2025-07-24 15:58:13

I gotta figure out how to do that

deleted-U062D2YJ15Y
2025-07-24 15:59:12

can you export that as like a csv or anything that table

James Turner (jturner@shield-legal.com)
2025-07-24 16:01:06

Kind of? You can export schema with a sql query, but usually that's for a specific table, not a whole data 'bucket'

James Turner (jturner@shield-legal.com)
2025-07-24 16:01:19

a bucket being a collection of multiple tables that integrate together

James Turner (jturner@shield-legal.com)
2025-07-24 16:01:24

I may be wrong though

James Turner (jturner@shield-legal.com)
2025-07-24 16:01:32

Lemme see

deleted-U062D2YJ15Y
2025-07-24 16:01:52

youre good i was trying to give chat gpt the screenshot to make easier for me to read lol

deleted-U062D2YJ15Y
2025-07-24 16:02:14

it was asking if i had a .sql of it or a csv because the qualty of the screenshot isnt high enough

James Turner (jturner@shield-legal.com)
2025-07-24 16:15:22

Lol that's fair- Normally it's a little easier on Bigquery because you can "Preview" data, but since it's a "view" from Postgresql, it doesn't have that option

deleted-U062D2YJ15Y
2025-07-24 16:16:07

i talked to Dustin he conveniently came over and explained a lot to me im dumb sorry for my questions

James Turner (jturner@shield-legal.com)
2025-07-24 16:17:13

Dude, you're golden- It's complicated lol

deleted-U062D2YJ15Y
2025-07-24 16:32:52

is there like a time limit i should stop running a query

deleted-U062D2YJ15Y
2025-07-24 16:32:57

i dont wanna overcharge

James Turner (jturner@shield-legal.com)
2025-07-31 11:42:40

Hey I think I figured out the weird Lead Create Date Date Issue

James Turner (jturner@shield-legal.com)
2025-07-31 12:13:15

We were saving it as a "Datetime" value in Looker Enterprise, which would of been fine.. But the way looker converts time zones only work with "Timestamp" data types, and since we store everything in UTC timezone, and have looker change it to present at local, it breaks

deleted-U062D2YJ15Y
2025-08-01 11:49:46

noooiice

deleted-U062D2YJ15Y
2025-08-01 11:50:10

sorry sir yesterday was something else for me i was catching up im literally going through all my dms now i have over 100

deleted-U062D2YJ15Y
2025-08-01 11:50:29

Took 2 days off and everything went crazy lol

deleted-U062D2YJ15Y
2025-08-01 11:50:36

but cool thank you sir are we able to fix it

James Turner (jturner@shield-legal.com)
2025-08-20 12:57:31

Hey man how goes it?

deleted-U062D2YJ15Y
2025-08-20 12:58:15

its going sir how are you

James Turner (jturner@shield-legal.com)
2025-08-20 12:59:47

Lol 'Sir" I'm doing good, packed with requests though which got me thinking- I was wondering if you had availability to help me with a project, and wanted a chance to build a data pipeline in BigQuery

deleted-U062D2YJ15Y
2025-08-20 13:00:44

ive been slowly building stuff and looking at bigquery so yeah id like to

deleted-U062D2YJ15Y
2025-08-20 13:00:56

ive been slowly building stuff and looking at bigquery so yeah id like to

James Turner (jturner@shield-legal.com)
2025-08-20 13:04:28

Cool- Let me make sure getting your help is all kosher with leaders but the summary is I want to take the current 'AllLawRulerLeadsWithEnrichment' data pipeline and branch off to create a few new fields so we can review flagged cases.

the basic fields we would need are: 'flaggeddate" - TIMESTAMP 'wasflagged' - BOOLIAN 'is_flagged' - BOOLIAN

And ideally find a way to keep track of the intake agent that signed the retainer on the flagged lead so we can see if our flags keep coming from the same place

deleted-U062D2YJ15Y
2025-08-20 13:05:18

Yeah i saw that message from Nick I think that would be a good idea

deleted-U062D2YJ15Y
2025-08-20 13:05:42

i was kinda building something similar already I was messing with a free version of big query and i was able to get this

deleted-U062D2YJ15Y
2025-08-20 13:06:02

let me find it lol sorry

👍 James Turner
James Turner (jturner@shield-legal.com)
2025-08-20 13:06:52

To find if a lead was flagged, we can use the same method we use for earliestesign. We build a subquery that grabs the values we are looking for from the activity log (leadstatus_history)

-- \-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\- -- Earliest Signed E‑Sign -- \-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\- earliest_esign AS ( SELECT leadid, MIN(status_change_timestamp_PST) AS earliest_esign FROM lead_status_history WHERE LOWER(tostatus) LIKE '%signed e-sign%' GROUP BY leadid ),

deleted-U062D2YJ15Y
2025-08-20 13:07:44

its not perfect the data isnt updating or anything it was just so i can get my feet wet

James Turner (jturner@shield-legal.com)
2025-08-20 13:08:07

Nah that's great!

James Turner (jturner@shield-legal.com)
2025-08-20 13:08:17

Glad to see you've been getting more familiar

deleted-U062D2YJ15Y
2025-08-20 13:09:02

but im using the free version so i cant schedule queries and some stuff is messed up so I asked sobo to get me a card i can put on file to start actually making something because i figured im gonna have to start over when i do that

deleted-U062D2YJ15Y
2025-08-20 13:09:14

yeah im able to do alot more with less distractions lol

James Turner (jturner@shield-legal.com)
2025-08-20 13:09:56

I don't want you editing the production version of 'AllLawRulerLeadsWithEnrichment' quite yet, so I'll get you into our TIP Bigquery project, and give you the code as it exists now with some tweaks so we don't write over the main table

deleted-U062D2YJ15Y
2025-08-20 13:10:12

of course

deleted-U062D2YJ15Y
2025-08-20 13:10:20

im still new to this all i dont wanna mess anything up

James Turner (jturner@shield-legal.com)
2025-08-20 13:16:40

So I tweaked the header, and the name the table would create

James Turner (jturner@shield-legal.com)
2025-08-20 13:21:47

I added your crogers@tortintakeprofessionals.com email to bigquery- I think you should be able to log into that, and go into the TIP project now

deleted-U062D2YJ15Y
2025-08-20 13:25:06

gotcha i think im in its under project name : Tort Intake Professionals

James Turner (jturner@shield-legal.com)
2025-08-20 13:26:52

Yep- remind me, what is your Github?

deleted-U062D2YJ15Y
2025-08-20 13:29:59

I dont think i ever had an account i just made one tho

christianrogersTIP

James Turner (jturner@shield-legal.com)
2025-08-20 13:30:46

Sent you the invite to join

deleted-U062D2YJ15Y
2025-08-20 13:31:18

Just joined thank you sir

deleted-U062D2YJ15Y
2025-08-20 13:33:00

I understand what git hub is but ive never used it so im sorry if im a bit slow at first

James Turner (jturner@shield-legal.com)
2025-08-20 13:33:32

You're all good - I made a repo called Bigquery_queries, added the main branch and made you a branch for this project

deleted-U062D2YJ15Y
2025-08-20 13:34:00

gotcha i see it

James Turner (jturner@shield-legal.com)
2025-08-20 13:37:05

So you can see your starting code in your branch, edit and work on it there, and as you make progress push new commits. You can also see the differences between what was there before and what is there now

deleted-U062D2YJ15Y
2025-08-20 13:55:15

Thank you sir

James Turner (jturner@shield-legal.com)
2025-08-20 18:04:23

Happy to help! How are you feeling with it now that you've had a little bit to poke around at it and see how our BQ works

deleted-U062D2YJ15Y
2025-08-20 18:10:14

truthfully I only had a little bit of time to look at it but ill spend more time tomorrow ive had to remake some stuff today

James Turner (jturner@shield-legal.com)
2025-08-20 18:12:36

All good- I have been swamped myself. Let me know where I can help

deleted-U062D2YJ15Y
2025-08-20 18:12:45

Thanks man I will

James Turner (jturner@shield-legal.com)
2025-08-22 17:49:29

Hey there' How is the 'flagged' project going? I haven't seen any updates on Github so I wanted to check in and see if there was anywhere I can help?

deleted-U062D2YJ15Y
2025-08-22 18:15:55

Yeah dude ive had no time i had to remake a report for sobo and then one for tony and then today we got hit with 6 campaigns to set up

James Turner (jturner@shield-legal.com)
2025-08-25 12:51:48

Do you know of any way to track the location of an agent in Five9 records, similar to how we have the LV / PHX in Lawruler? (edited)

deleted-U062D2YJ15Y
2025-08-25 13:00:39

I could probably make something or get that info

James Turner (jturner@shield-legal.com)
2025-08-25 13:21:31

Ward was telling me about something called "Locale"- do you know if that's agent locale?>

deleted-U062D2YJ15Y
2025-08-25 14:04:30

i dont believe we can change that

deleted-U062D2YJ15Y
2025-08-25 14:04:46

it there on the bottom its set to default

deleted-U062D2YJ15Y
2025-08-25 14:05:41
deleted-U062D2YJ15Y
2025-08-25 14:05:46

nevermind that account was locked

deleted-U062D2YJ15Y
2025-08-25 14:06:06

but this just has default and us

James Turner (jturner@shield-legal.com)
2025-08-25 14:07:33

Ah gotcha it's locale like language

James Turner (jturner@shield-legal.com)
2025-08-25 14:07:35

not place

James Turner (jturner@shield-legal.com)
2025-08-25 14:12:17

If we don't use Locale, can you think of anything else we can use?