Dustin Surwill (dsurwill@shield-legal.com)
2025-05-07 14:01:29
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Dustin Surwill (dsurwill@shield-legal.com)
2025-05-07 14:03:23

New knowledge base: https://smartadvocate.na4.teamsupport.com/knowledgeBase

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deleted-U07PQ4H089G
2025-05-07 18:06:41

For the injury summary, Desiree wants to know if it can be mapped to the already existing "Other Injuries" box? Or do I need to create a separate UDF from this one?

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Dustin Surwill (dsurwill@shield-legal.com)
2025-05-07 18:08:30

If we can get the information on how to pipe into that box (UDF name, internal smart advocate name) then we should be able to. We can always test it but no guarantees that the data will pipe without a UDF

deleted-U07PQ4H089G
2025-05-07 18:16:29

Ok. If I pick a random case and put that together, can we do a test tomorrow? Will 1 case suffice or do we need a larger sample size? I can pull a few cases if need be

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-07 18:17:29

That should be fine. It will take us at least an hour to take your mapping and put it in the format needed for the integration

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deleted-U07PQ4H089G
2025-05-07 18:29:01

Okay, I'll have that ready for us tomorrow morning. Thanks for all your help. Appreciate you guys 🤝:skintone4:

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-24 17:14:03
Result_12.xlsx
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deleted-U07PQ4H089G
2025-06-24 17:35:31

*Thread Reply:* Thank you!

deleted-U07PQ4H089G
2025-07-03 17:45:19

Hey Dustin, I know Nick is out of town but Jon will be in the office on Monday if you’d like me to setup some time to go over plans

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-03 17:47:01

For the data warehouse? Sure

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