deleted-U07SBM5MB32
2024-12-30 16:53:58

Hi @Dustin Surwill, can you pull the four reports below? Here are the parameters - let me know if you need any additional information:

Case Type: Chowchilla Womens Prison Abuse-ACTS-Banafshe-Shield Legal Layout: Chowchilla Womens Prison Abuse-ACTS-Banafshe-Shield Legal Date Range: All Time

Case Type: Gaming Addiction - Meadow Law/Levinson/TC (TIP) - Shield Legal Layout: Video-Gaming-Addiction-Disease-ML-ML-Shield Legal Date Range: All Time

Case Type: Gaming-Addiction-2-AWKO-Bradley-Grombacher-Shield-Legal Layout: Gaming-Addiction 2 - AWKO - Bradley-Grombacher-(TIP) - Shield Legal Date Range: All Time

Case Type: New Hampshire YDC Abuse - BG - Bowersox - Shield Legal Layout: New Hampshire YDC Abuse-BG-Bowersox-Shield Legal Date Range: All Time

Statuses for All:

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Dustin Surwill (dsurwill@shield-legal.com)
2025-02-05 16:07:41

What script are you talking about in your email with the daily finals report?

deleted-U07SBM5MB32
2025-02-05 16:08:53

It's something that Ahsan said he runs that pulls the SA IDs so that we can match them up to the lead IDs for the finalized leads. Meadows wants me to add a column in there for the SA IDs so they can reference the lead easily

deleted-U07SBM5MB32
2025-02-05 16:09:34

I probably didn't explain it well enough since I'm not sure exactly how it works, apologies for that

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-05 16:10:12

That is enough for now

deleted-U07SBM5MB32
2025-02-05 16:10:23

Got it

deleted-U07SBM5MB32
2025-02-06 14:33:24

Brittany said that you needed a report that shows all the finals and declines for all intakes for the three VGA cases - Let me know if this works.

Gaming-Addiction-Meadow-Law-BCL-Ghozland-Levinson-Shield-Legal-All Fields All Time Through 02.06.25.xlsx
Dustin Surwill (dsurwill@shield-legal.com)
2025-02-07 11:19:53

I have given you access to a sheet that auto updates every hour. This sheet is our integration logs and the Extract 1 sheet in it is currently filtered just the meadow vga case types

deleted-U07SBM5MB32
2025-02-07 11:20:08

Got it, thank you!

deleted-U07SBM5MB32
2025-02-10 14:59:28

Hey @Dustin Surwill I just wanted to give you a heads up about the way the table is formatted for the Extract 1 sheet in the Integrations log sheet - it looks like the table is not formatted to include the lines in the screenshot, so when filtered, these lines are still at the bottom of the table:

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Dustin Surwill (dsurwill@shield-legal.com)
2025-02-10 15:02:58

When filtering use a filter view and when done exit (little x next to save view) and dont save

image.png
deleted-U07SBM5MB32
2025-02-10 15:03:12

Got it!

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-11 13:09:40

Please use DL Primary Key Insert (DL) and Result_5.csv (LR) to verify the output in Primary Key - Verifying : https://drive.google.com/drive/folders/1pb5ZOr-pDFw639yow00eTFEoi2RKErje

deleted-U07SBM5MB32
2025-02-11 13:10:01

Got it, will do. Thank you!

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-11 15:18:45

This may be helpful

DL Primary Key Insert email merge.csv
deleted-U07SBM5MB32
2025-02-11 15:19:10

Perfect, thank you!

deleted-U07SBM5MB32
2025-02-20 18:55:42

@Dustin Surwill here is the intake report that I pulled:

VGA_Report-Intake.xlsx
👍 Dustin Surwill
deleted-U07SBM5MB32
2025-02-20 18:56:43

Do you need the secondary one as well? I know McFadden mentioned in the group chat but I wasn't sure

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-20 18:57:12

No, I will pull it from the database

deleted-U07SBM5MB32
2025-02-20 18:57:21

Got it, thank you again!

deleted-U07SBM5MB32
2025-02-20 19:21:15

@Dustin Surwill try this one and see if it works - I saw the gamer tag question here:

VGA_Meadow_Intake_All_Questions-Custom Report-2025-02-20.xlsx
Dustin Surwill (dsurwill@shield-legal.com)
2025-02-20 19:23:24

*Thread Reply:* This file should work

deleted-U07SBM5MB32
2025-02-20 19:24:10

*Thread Reply:* Do you think this will work even with the secondaries not showing any information?

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-20 19:24:18

*Thread Reply:* yes

deleted-U07SBM5MB32
2025-02-20 19:24:27

*Thread Reply:* Perfect, thank you!

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-20 19:23:11

I do not see any reference to gamertag in the questions or answers of the secondary

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-21 16:43:18

Do you have the file you used in the import wizard 5/16 for Firefighting Foam PFS - DL - Flatirons?

deleted-U07SBM5MB32
2025-05-21 16:53:16

Let me look for htat

deleted-U07SBM5MB32
2025-05-21 16:53:17

**that

deleted-U07SBM5MB32
2025-05-21 16:54:10

And then this is the import results doc for that

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-21 16:58:07

Thank you

deleted-U07SBM5MB32
2025-05-21 16:58:16

No problem!

deleted-U07SBM5MB32
2025-08-18 12:25:33

Morning @Dustin Surwill, I was wondering if there was something being worked on with the Gaming Addiction 2 - AWKO - Bradley Grombacher - Shield Legal case type. I noticed the report in lawruler was showing a good amount of the data under mailing address 1 is pushed over. The zipcodes for them are smaller numbers - it looks as if the cities don't match the rest of the address info either:

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deleted-U07SBM5MB32
2025-08-18 12:27:54

Also there are random lead IDs in the mailing address and it doesn't look like they have anything to do with the leads in column A

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-18 12:39:11

We are looking into it. We may have to do an import wizard on close to 9k leads to fix all the problem addresses. Thanks for catching this.

deleted-U07SBM5MB32
2025-08-18 12:39:30

Got it, thank you!