deleted-U06C7A8PVLJ
2025-06-03 14:50:08

Hi @Richard Schnitzler thank you for helping me create my first Jira post.

deleted-U06C7A8PVLJ
2025-06-03 14:50:33

I had edited as you stated afterwards and I think it looks better. I wanted to see if you can take a look at it to give me your feedback on how I did (based on editing what you created)

deleted-U06C7A8PVLJ
2025-06-04 11:40:13

247834 247850 247395 247850 247395

deleted-U06C7A8PVLJ
2025-06-04 11:42:13

219407 221419 218076 221710 220355 230946 243460 243459 243430 243293 243176 243136 243127 243088 242964 242927 242779 242928 242917 242897

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-04 11:49:20
report1749055717578.xls
deleted-U06C7A8PVLJ
2025-06-05 10:33:47

Hi Richard. Happy thursdays ! To piggy back a Jira request Abe is asking, is it possible if I prepare a csv file with certain fields and a certain format, we are able to upload that into Litify to create new matters so that those "missing clients" Abe is talking about are created and no longer "missing" from there end?

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-05 10:44:22

I see, you want me to upload the data? I can do that, just want to confirm that the Matter is the only table we need to update

deleted-U06C7A8PVLJ
2025-06-05 10:49:09

I would say we would be creating new profiles such as name, dob, email, address, etc (maybe address but good to have) and obtain matters IDs from it. Do you think that is possible?

deleted-U06C7A8PVLJ
2025-06-05 10:50:48

I can get with you later on today to discuss this if that helps

deleted-U06C7A8PVLJ
2025-06-05 11:09:01

Also based on Abe's reply, this tells me he hasn't looked at the .xlsx I posted therefore he is probably just saying in general "we are missing clients" not knowning that I pulled a report of all times for all the case types for paraquat. So I think we should be good on that part lol

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-05 11:12:05

Ahh, i see

deleted-U06C7A8PVLJ
2025-06-05 11:12:37

Yeah from my understanding from what I heard with others, Abe sometimes replies back without reading the full thing

👍 Richard Schnitzler
Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-05 11:12:39

Yeah, let's connect later today and make sure we are updating everything as expected

deleted-U06C7A8PVLJ
2025-06-05 11:13:03

Sounds good. I appreciate your help on this :catroombaexceptionally_fast:

deleted-U06C7A8PVLJ
2025-06-05 11:52:27

Hi @Richard Schnitzler May you run me the same report as last time against these case numbers to see what data we can find

DL Case Numbers.csv
deleted-U06C7A8PVLJ
2025-06-05 11:53:06

Case number, law ruler ID, name, phone number, email and DOB those fields are fine. If DOB is missing that is okay since we should have it. Essentially need the other fields to see if I can find it in our system

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-05 13:51:38
Ed's Report-2025-06-05-11-50-56.xlsx
deleted-U06C7A8PVLJ
2025-06-05 13:55:12

Thank you 🙌

deleted-U06C7A8PVLJ
2025-06-06 13:02:37

I have a test batch for us

Richard Litify Reports.zip
👍 Richard Schnitzler
Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-06 13:05:21

In a meeting, but I will as soon as I can

deleted-U06C7A8PVLJ
2025-06-06 13:05:56

Thank you @Richard Schnitzler & No worries. I want to get together with you before you upload it though to ensure we all are in the same page & also to add in anything that may be missing

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-06 13:06:24

No Problem, I'll let you know then

🙌:skin_tone_2: deleted-U06C7A8PVLJ
Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-06 14:38:22
Report-2025-06-06-12-37-56.xlsx
deleted-U06C7A8PVLJ
2025-06-06 14:54:04

Thank you @Richard Schnitzler

deleted-U06C7A8PVLJ
2025-06-06 14:54:24

life saver

deleted-U06C7A8PVLJ
2025-06-06 14:54:32

You are a life savers :catroombaexceptionally_fast:

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-06 14:54:51

No worries, happy to help

🙌:skin_tone_2: deleted-U06C7A8PVLJ
Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-06 15:15:54

Oh! Here is the Term Dictionary, let me know if you get a chance to review and if anything is unclear or should be added ! https://dicellolevitt.atlassian.net/wiki/spaces/shl/pages/30539781/Term+Dictionary

deleted-U06C7A8PVLJ
2025-06-06 15:20:54

@Richard Schnitzler Looking at this just as a quick glance before dissecting it in detail, in my opinion it looks really good. I think this is very easy to read and I am impressed 🙌:skintone2:

👍 Richard Schnitzler
deleted-U06C7A8PVLJ
2025-06-06 15:21:01

Great job on this :laptop_parrot:

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-06 15:21:25

No problem, if anything else comes up let me know, I'll add to it ]

deleted-U06C7A8PVLJ
2025-06-06 15:21:48

That works with me 🙂 I can only think of the fields we did today for our import; if all of those are on there then we are gucci :cool_doge:

deleted-U06C7A8PVLJ
2025-06-13 11:09:58

Good morning @Richard Schnitzler I shall provide you those .cvs for our upload shortly. I finished the audit yesterday but just need to prepare them in .csv

👍 Richard Schnitzler
deleted-U06C7A8PVLJ
2025-06-13 12:49:26

Hi @Richard Schnitzler I got the paraquat clients that needs profiles created in Litify here in these templates. Let me know if these looks good and if so I can then add these into Jira and tag you on there (like what we said yesterday) and we can upload those. Once completed we want to get a fresh report of all clients in this case type to ensure they went through with ease

Paraquat - Account Party - Template.csv
Paraquat - Intake Template.csv
Paraquat - Matter - Template.csv
deleted-U06C7A8PVLJ
2025-06-13 12:50:12

I am going to send you some more however the ones I will be sending next already has their profiles created but just need their law ruler id in litify updated (some are blank and one of them has a LR ID but is the wrong one)

deleted-U06C7A8PVLJ
2025-06-13 12:50:30

That should complete everything for this reconciliation for Paraquat

👍 Richard Schnitzler
Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-13 13:25:49

Will be working on this shortly

deleted-U06C7A8PVLJ
2025-06-13 13:26:15

Thank you 🙌 Let me know if you have any questions about it 🙏

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-13 13:27:58

This is for https://dicellolevitt.atlassian.net/browse/SHL-43 Right?

deleted-U06C7A8PVLJ
2025-06-13 13:28:57

Oh no it would be for this one: https://dicellolevitt.atlassian.net/browse/SHL-22

👀 Richard Schnitzler
👍 Richard Schnitzler
Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-13 13:49:25

Working on it now, these all inserts? Yes?

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-13 13:49:39

IE Creating new records

deleted-U06C7A8PVLJ
2025-06-13 13:54:21

Yes inserts as in we are creating new profiles / matters, etc since they don't have these clients

👍 Richard Schnitzler
Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-13 13:54:37

Importing Account/Party now

deleted-U06C7A8PVLJ
2025-06-13 13:54:46

Thank you @Richard Schnitzler :meow_attention:

deleted-U06C7A8PVLJ
2025-06-13 13:55:43

These are the 15 that need a field updated in Litify. They have their profiles already created however they dont have our law ruler ID # on there or if they do it isn't the correct law ruler ID #. So essentially I filled out all three template but not sure if you need all three or just one to just update a field value (which is law ruler ID) in Litify

Paraquat Matter Template - Update Law Ruler IDs.csv
Paraquat Intake Template - Update Law Ruler IDs.csv
Paraquat - Account Party Template - Update Law Ruler IDs.csv
deleted-U06C7A8PVLJ
2025-06-13 13:56:00

This one is next on line🙂

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-13 14:02:35

Ahhh, errors on intake, Case Type is a Lookup, so we need the ID not the name

deleted-U06C7A8PVLJ
2025-06-13 14:02:58

Ahhh I forgot about that 😅😅

deleted-U06C7A8PVLJ
2025-06-13 14:03:03

My apologies

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-13 14:03:11

No worries, I got it

deleted-U06C7A8PVLJ
2025-06-13 14:03:20

Thank you 🙏

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-13 14:05:42

oh interesting, we are hitting an error on insert

😵 deleted-U06C7A8PVLJ
Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-13 14:05:52

litify_pm.AllMatter: System.LimitException: Apex CPU time limit exceeded

deleted-U06C7A8PVLJ
2025-06-13 14:06:18

Interesting 🤔

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-13 14:07:11

Lowered the Records per call, trying again

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-13 14:09:51

Down from 200 to 10 at a time, seems to be working now

deleted-U06C7A8PVLJ
2025-06-13 14:10:35

Oh okay maybe there is a limit on records we can create at a time lol

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-13 14:11:11

lol yes, it's called they have very unoptimized code

🤣 deleted-U06C7A8PVLJ
Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-13 14:11:35

The automation they have on Matter is what is causing that error

deleted-U06C7A8PVLJ
2025-06-13 14:11:38

Not surprised haha

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-13 14:17:42

Finishing up, Party and Matter are in, Intake processing now

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-13 14:20:37

Done, files attached

deleted-U06C7A8PVLJ
2025-06-13 14:26:25

Thank you richard !! 🙂

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-13 14:26:39

No worries, anytime

deleted-U06C7A8PVLJ
2025-06-13 14:26:40

Can we work on now the other three I sent you (not sure if you did those yet) the updating of law ruler ID values

deleted-U06C7A8PVLJ
2025-06-13 14:26:54

I think you may need only 1 of the three if it is just updating field values

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-13 14:26:58

OH right 😛

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-13 14:27:02

On it now

deleted-U06C7A8PVLJ
2025-06-13 14:27:14

Thanks :catroombaexceptionally_fast:

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-13 14:33:16

Ok, wait a second, if we don't have the Law Ruler ID, we can match on Litify Case Number?

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-13 14:35:49

Not seeing it on the Account Object 😞

deleted-U06C7A8PVLJ
2025-06-13 14:40:23

We should be able to match with Case Number

deleted-U06C7A8PVLJ
2025-06-13 14:40:27

I think that is what it is called

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-13 14:40:47

Haha, not sure where it is lol

deleted-U06C7A8PVLJ
2025-06-13 14:40:48

I just put litify on there to make sure it isn't being missed. I would maybe click on a profile to see what that field is called

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-13 14:41:09

I did, not seeing anything

deleted-U06C7A8PVLJ
2025-06-13 14:41:17

Hmm we can hop on a quick slack call if that helps and you can share screen?

deleted-U06C7A8PVLJ
2025-06-13 14:47:12

220172

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-13 15:10:05
Paraquat Herbicide Matter Report Check.xls
:gratitude_thank_you: deleted-U06C7A8PVLJ
deleted-U06C7A8PVLJ
2025-06-13 15:41:16

Hi @Richard Schnitzler When you get the chance may you check if these clients exist in Litify but maybe not in the correct campaign / case type

NH Clients.xlsx
👀 Richard Schnitzler
✅ Richard Schnitzler
deleted-U06C7A8PVLJ
2025-06-13 15:42:06

If not I will need to let Abe know so that his team can work on it. This is the other Jira post he tagged us on a few hours ago. I finished the reconciliation for it but these are the ones that are not on there so I may need to create those .csv for you to create those profiles but I wanna check with you first so we don't do dups on these

deleted-U06C7A8PVLJ
2025-06-13 15:44:10

The ones I just sent you are the same as the test batch so I wonder why these are not in their report then

Edward Weber (https://tortintakepros.slack.com/team/U06C7A8PVLJ)
<p>I have a test batch for us</p>
Slack Conversation
Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-13 16:00:57

Can confirm those 4 exist and are on NH Juvenile Hall Abuse Case Type

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-13 16:01:45

Not sure about that file, what is the issue?

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-13 16:03:02

ohh, yes, the intake record didn't get the Case Type

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-13 16:03:07

I can update that

deleted-U06C7A8PVLJ
2025-06-13 16:05:30

Thank you @Richard Schnitzler

deleted-U06C7A8PVLJ
2025-06-13 16:06:23

Then once it is up to date we need a fresh report with all clients with that case type so I can let Abe know they have them all

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-13 16:06:57

No worries, corrected and updated across the imported Intake, matter was already added

deleted-U06C7A8PVLJ
2025-06-13 16:07:13

Sweet 🙌

deleted-U06C7A8PVLJ
2025-06-13 16:20:00

Thank you Richard. If you can send me a report for that case type to double check from my end that would be greatly appreciated.

deleted-U06C7A8PVLJ
2025-06-13 16:20:13

That way I can also attach it to our Jira ticket and I can tell Abe that it shows they are on there too

👍 Richard Schnitzler
Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-13 16:25:13

Here you are !

Paraquat Herbicide Matter Report Check-2025-06-13-14-24-44.xlsx
deleted-U06C7A8PVLJ
2025-06-13 16:26:14

Thank you @Richard Schnitzler! 🙌:skintone2:

😎 Richard Schnitzler
Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-13 16:26:41

No problem

deleted-U06C7A8PVLJ
2025-06-13 16:28:12

I think from my end this is probably going to be all that is needed in the future. Creating profiles, updating law ruler ID, and pull reports so I can double check from my end. One other thing we may need to do in the future is delete a profile if it was a duplicate but what Nick M stated we probably want to reach out to them first and probably have them delete it or give us the okay to delete it first just in case they put data in the "dup" account and not on the "not dup" account.

deleted-U06C7A8PVLJ
2025-06-13 16:28:57

That's pretty much what the reconciliation is going to look like for now

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-13 16:29:21

I remember they were saying that they should have a de-dupe system in place soon, but yeah if we have records to delete, just need the IDs

deleted-U06C7A8PVLJ
2025-06-13 16:35:21

Yeah I recall them saying that too

deleted-U06C7A8PVLJ
2025-06-13 16:48:17

Hey @Richard Schnitzler May you please run the report with this case type: NH Juvenile Hall Abuse for all clients same way as the paraquat one

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-13 16:58:38

Sure....ahh actually can't ATM, I can't login to Salesforce by myself because we share a login and everyone just left 🙃

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-13 16:59:16

I can get that to you first thing Monday at the latest

deleted-U06C7A8PVLJ
2025-06-13 17:01:13

Ah let me reach out to Daniel if that is the case but if not I can let them know we did upload those on the 06 of this month

deleted-U06C7A8PVLJ
2025-06-16 10:29:51

Good morning @Richard Schnitzler :catroombaexceptionally_fast:

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-16 10:30:27

Good morning, what was the report you needed?

deleted-U06C7A8PVLJ
2025-06-16 10:30:35

I can see Abe posted in Jira / JP about those missing / blank law ruler leads that needs to be updated. I think we already posted the file for it? I think we may just need to redirect them to what that file is called

deleted-U06C7A8PVLJ
2025-06-16 10:31:11

Also thanks for checking in for the report. From what we sent him on Friday he isn't asking for additional stuff so i think we are good on that

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-16 10:32:27

File for Law Ruler Leads? Was that the one we made friday? They all bleed together in my head lol

deleted-U06C7A8PVLJ
2025-06-16 10:35:30

Ah no worries. Let me grab it for you to refresh your memory

👍 Richard Schnitzler
deleted-U06C7A8PVLJ
2025-06-16 10:36:10

These are the ones where I asked for you to match with case number but you stated we need matter ID, party ID, etc

deleted-U06C7A8PVLJ
2025-06-16 10:36:13

The 15

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-16 10:37:39

Oh right, but we didn't run the update, we need the Record ID, THAT was the Report I thought we needed

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-16 10:39:50

Ahhh, can't match based on Case Number, it isn't on Account

deleted-U06C7A8PVLJ
2025-06-16 10:41:35

Yeah so we are asking for another report from JP that includes those fields

deleted-U06C7A8PVLJ
2025-06-16 10:41:51

Now they are asking what specific leads are those which are the ones I mentioned above.

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-16 10:42:06

Oh! Alright, I thought maybe I needed to make that

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-16 10:42:32

Tried matching on law Ruler ID just to doublecheck, no matches

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-16 10:42:52

So yeah, they can just send us links to the Reports if they prefer

deleted-U06C7A8PVLJ
2025-06-16 10:44:35

Right. I was able to get those ids by you sending me a full report of everything and match with their case # but since it is a report they are already sending it would be a lot easier for them to already include those fields

👍 Richard Schnitzler
deleted-U06C7A8PVLJ
2025-06-16 10:44:53

What I will do is give me a few mins to wrap up what I am doing and I will respond back to that Jira

deleted-U06C7A8PVLJ
2025-06-16 11:34:51

I would pull a report on both case types @Richard Schnitzler

image.png
deleted-U06C7A8PVLJ
2025-06-16 11:35:16

Since he is saying NH juv abuse leads going into paraquat. We only sent over 4 newly added ones so my guess it has to be those four profiles we created. Or might be an integration thing

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-16 11:36:46

He says 'Intake' but this is moot till he tells us what records he is referring to

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-16 11:38:23

Also, what makes him think we are changing it? The Case Type being tracked is a picklist, not a lookup from the looks of it

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-16 11:39:31

A report on both Case types is just going to have the current values, we need to address where he is looking, otherwise we are just chasing our tail and not addressing the core issue

deleted-U06C7A8PVLJ
2025-06-16 11:48:16

Yeah I know what you are referring too. If you can pull a report on all clients for those two case types the paraquat and NH one I can then investigate it for us Richard.

deleted-U06C7A8PVLJ
2025-06-16 11:48:50

I may need your assistance if there is more too it such as seeing the profile itself (the activity log of things moving) but I want to first check what case types they are in

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-16 12:09:47
Screenshot 2025-06-16 100921.png
Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-16 12:16:37
Case Type Mapping.xlsx
Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-16 12:54:42

Data Delete

  1. Which object(s) should be deleted?
  2. Please provide us with a .csv file containing the record IDs for the records to be deleted. A separate .csv file needs to be provided for each object. Note: Deleting parent object records also deletes associated child object records. For example, deleting Account records will also delete the Opportunity, Contact, and Task records associated to the Account.

Data Import

  1. Which object(s) is the import for?
  2. Please provided us with the .csv file with all the required field with the correct data type. If there are any required look up relationships on that object then we would need the record IDs to which you want to relate. (Example: If you are importing Contacts, the file should also include a column for AccountID that includes the ID for the Account the Contact belongs to). A separate .csv file needs to be provided for each object.
  3. Each column header in the .csv file should match the field name in Salesforce.
  4. If there are any validation or workflow rules that need to be deactivated for the import, please specify the rule name(s). Note: Modifying, manipulating data in files goes beyond the scope of support.

Data Update

  1. Which object(s) is the update for?
  2. Please provide us with a .csv file containing the record IDs for the records to be updated. A separate .csv file needs to be provided for each object.
  3. Each column header in the .csv file should match the field name in Salesforce.
  4. Specify which columns are to be updated.
  5. If there are any validation or workflow rules that need to be deactivated for the import, please specify the rule name(s). Note: Modifying or manipulating data in files goes beyond the scope of support.
🙌:skin_tone_2: deleted-U06C7A8PVLJ
Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-27 11:07:40

Heya! Heard you have something you are working on?

deleted-U06C7A8PVLJ
2025-06-27 11:08:28

Hi Richard Happy Fridays

deleted-U06C7A8PVLJ
2025-06-27 11:09:09

Yes. Abe is staying there are multiple lead ID numbers that did not populate in their system. I shall get a report on that and if you can help investigate that would be greatly appreciated

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-27 11:09:32

Lead ID on Matter?

deleted-U06C7A8PVLJ
2025-06-27 11:09:52

I am thinking we can check if they were created by us through API or if it was a manual entry. If manually we can state to them their team forgot to put it on there. I would assume yes to your question

deleted-U06C7A8PVLJ
2025-06-27 11:09:59

Law ruler ID to be specific

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-27 11:11:11

Law Ruler ID is another field 😛 What Object? 'Lead' means nothing remember?

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-27 11:11:42

Intake, Matter, Account/Contact are the options

deleted-U06C7A8PVLJ
2025-06-27 11:11:52

I am thinking he is referring to law ruler ID in general. Rather that being in a specific profile or matter etc I am not too sure

deleted-U06C7A8PVLJ
2025-06-27 11:12:32

If I had access to Litify I probably be more experienced in knowing that but we can check all three to see ?

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-27 11:12:36

That doesn't mean anything then, Law Ruler ID appears on several objects

deleted-U06C7A8PVLJ
2025-06-27 11:12:44

Yeah that makes sense

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-27 11:13:19

So some records are missing a field, but we can say which one? Can they not send an example record?

deleted-U06C7A8PVLJ
2025-06-27 11:13:45

Maybe Daniel knows the answer since he does push data thru API ?

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-27 11:14:11

He is in a meeting, and no, Intake, Matter, and Account are all imported

deleted-U06C7A8PVLJ
2025-06-27 11:14:26

So maybe all three lol

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-27 11:14:29

others too, but that is just going to muddy the waters

🤣 deleted-U06C7A8PVLJ
deleted-U06C7A8PVLJ
2025-06-27 11:15:28

I mean the waters are already muddy right joking

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-27 11:15:46

They need to be able to articulate what is missing, this is not the first time we just make reports on junk data

deleted-U06C7A8PVLJ
2025-06-27 11:15:52

Okay here is the list. The first two I provided with law ruler ID #s just in case we need to see which fields we populated in the past?

deleted-U06C7A8PVLJ
2025-06-27 11:16:17

Also I can ask him (once I find those ID #s) where or what field should the law ruler id #s appear in to answer your question more better?

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-27 11:16:26

They need to tell us where they got this from, otherwise we WILL miss records

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-27 11:16:33

No way around it

deleted-U06C7A8PVLJ
2025-06-27 11:17:14

Okay sounds to me I shall find those leads ID #s, provide it to them in Jira for them to update and then from there I will also include for our reference if we are asked to update the law ruler ID #s from our end what field (s) in litify should those be?

deleted-U06C7A8PVLJ
2025-06-27 11:17:18

I think that should work

deleted-U06C7A8PVLJ
2025-06-27 11:18:18

But actually I think Nick stated their team will do everything so I think I will just ask what fields they are and not say anything about us updating them since I don't think they want us doing that anymore

deleted-U06C7A8PVLJ
2025-06-27 11:18:32

Which is funny because we can do it for them but they just won't give us their field names lol

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-27 11:19:56

I have no idea what you are saying now TBH Law Ruler Id is a field on several objects, all of them are considered 'Leads'

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-27 11:25:54

Okay, it's on Matter, added the Record IDs so any updates should be simple to make

Matter Report 6-27.xls
deleted-U06C7A8PVLJ
2025-06-27 11:27:11

Sorry I was replying back to an email

deleted-U06C7A8PVLJ
2025-06-27 11:27:30

That is good news ! I figured it might of been that one (or one of the other two) lol

deleted-U06C7A8PVLJ
2025-06-27 11:28:08

Can we look into if we created those profiles or if they did. That way if it is "us" them and us who at "fault" I can let abe know some is probably through our code for some odd reason and some were manually entered from his team and they didn't get around adding law ruler ID on there

deleted-U06C7A8PVLJ
2025-06-27 11:28:36

It is hard to tell why they didn't go through the first time since it can be any o'l reason but I think starting from there can help unless you have any other ideas

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-27 11:33:52

Lol no worries, let me get caught up here

deleted-U06C7A8PVLJ
2025-06-27 11:33:56

I told him I will look into it and provide him those ID #s for his team to update and will post in Jira. He replied back with this. Any idea on what him means before i say "yes" to it which is what he wants to hear lol

image.png
deleted-U06C7A8PVLJ
2025-06-27 11:34:05

& Sounds good

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-27 11:34:38

OH right! ok hang on a tick

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-27 11:35:16

We didn't create any of these Matters

Screenshot 2025-06-27 093456.png
Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-27 11:36:21

No idea what he means by 'established process' is and would love a doc on who to contact when

🤣 deleted-U06C7A8PVLJ
Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-27 11:37:30

SO yes, in conclusion, his mess, that he doesn't know how to fix, don't know who to email and this could have been a 30 sec issue that he could solve hiimself

deleted-U06C7A8PVLJ
2025-06-27 11:37:50

I see I see is it possible to include the case number within that report and if we are sure about them creating it then that means I can let him know it wasn't a coding issue from our end which is great

👍 Richard Schnitzler
Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-27 11:38:00

we are telling him what's on the road to he can tell someone else how to drive when he could just .... you know look up

🤣 deleted-U06C7A8PVLJ
Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-27 11:38:41

Yes, new export on the way, just a sec

🙌:skin_tone_2: deleted-U06C7A8PVLJ
Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-27 11:41:02

Updated, added some more fields from the original file too

Report-2025-06-27-09-40-29.xlsx
deleted-U06C7A8PVLJ
2025-06-27 11:43:00

Thank you ! Are there other ones (not these) we can look up to see where it says we created them like Darrel name on there?

deleted-U06C7A8PVLJ
2025-06-27 11:43:13

I just want to compare before I tell them yes your team forgot to add them and not ours lol

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-27 11:43:15

Oh sure lol

deleted-U06C7A8PVLJ
2025-06-27 11:43:24

Because once I say that there is no going back lol

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-27 11:47:06

"Darrell's" created last month Matters

New Matters Report-2025-06-27-09-46-39.xlsx
deleted-U06C7A8PVLJ
2025-06-27 11:56:59

Thank you @Richard Schnitzler If possible since I am handling another fire if you can create a jira ticket that is about us providing missing law ruler ID #s in the matter that would be greatly appreciated. I told Abe that we will create that in Jira and post our findings and results there

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-27 11:57:22

Sure thing

deleted-U06C7A8PVLJ
2025-06-27 11:57:23

Also this may be an obvious question but I am sure if you did a vlookup with dl case number between that report and the previous one you sent me it will not have any matches

deleted-U06C7A8PVLJ
2025-06-27 11:57:39

basically I am saying yeah it was their team who didn't add it and not "darrel" aka us lol

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-27 11:57:50

Yes we didn't create any of those in their system

deleted-U06C7A8PVLJ
2025-06-27 11:57:55

Just want to cover my tail before I start pointing the finger, professionally 🤣

👍 Richard Schnitzler
Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-27 11:57:57

And I didn't need to do a v lookup instead I just pulled a report based off of those case numbers

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-27 11:58:15

If somebody says you're wrong they can talk to me 😆

deleted-U06C7A8PVLJ
2025-06-27 11:58:37

Okay haha. Thanks for your support on this

deleted-U06C7A8PVLJ
2025-06-27 11:59:36

Also just so you know the MD campaign, I had emailed them (brittany did) a long time ago but I gave her the info for her to email to them, I provided them all those missing law ruler ID #s a long time ago (I am thinking 1-2 months) ago so she is looking when I sent that so that I can let them know we sent those over to your team on this day and it looks like your team created the matters, etc and didn't get around adding those

deleted-U06C7A8PVLJ
2025-06-27 12:00:09

In a professional way lol. But yeah looks like his team didn't do it is from what I am seeing lol

deleted-U06C7A8PVLJ
2025-06-27 12:01:38

Sorry one last thing if we can check, the matters they created, is that saying they manually did those matter profiles and didn't get around doing them?

deleted-U06C7A8PVLJ
2025-06-27 12:01:51

Basically it was a manual thing to create that matter profile ?

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-27 12:02:14

JIRA - https://dicellolevitt.atlassian.net/browse/SHL-50

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-27 12:03:38

I can't say how they created them, but I would assume they were created manually based on the created dates and users

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-27 12:05:11

from 11/12/2020 to just yesterday, no more then 3 or 4 created at a time

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-27 12:05:58

Maybe the 104 on 9/12/2024 were using another tool

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-27 12:06:46

All created by Jessi Weintz on that day

deleted-U06C7A8PVLJ
2025-06-27 15:08:25

Sorry Richard just seeing this now.

deleted-U06C7A8PVLJ
2025-06-27 15:08:49

Okay I think right now Abe has calmed down and I let him know that we sent him and his team on 5/16 122 of the 165 leads that their team didn't take action on

👍 Richard Schnitzler
deleted-U06C7A8PVLJ
2025-06-27 15:09:06

And that I am working on getting the remainder ones

deleted-U06C7A8PVLJ
2025-06-30 18:22:00

How we are able or anyone is able to get the Plaintiff ID in general

image.png
Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-30 19:21:49

Beats me, I assume it might be in our or law ruler, but I don't know myself for sure

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-01 11:38:41

PW: ||HD>aYL7fW1eBF||

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-01 11:38:58

https://login.salesforce.com/

login.salesforce.com
Login | Salesforce
Salesforce Customer Secure Login Page. Login to your Salesforce Customer Account.
Original URL: https://login.salesforce.com/
Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-01 11:39:35

dmccracken@dicellolevitt.com

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-01 12:33:23

https://chromewebstore.google.com/detail/salesforce-inspector-relo/hpijlohoihegkfehhibggnkbjhoemldh

chromewebstore.google.com
Salesforce Inspector Reloaded - Chrome Web Store
Productivity tools for Salesforce administrators and developers to inspect data and metadata directly from the Salesforce UI.
Original URL: https://chromewebstore.google.com/detail/salesforce-inspector-relo/hpijlohoihegkfehhibggnkbjhoemldh
Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-02 12:43:45

Dashboards

  1. What is the name of the dashboard/dashboard folder to create/edit?
  2. What is the name of the component(s) to create/edit? Example: Closed Cases this week.
  3. What is the component type? Example: Vertical chart, Gauge, Metric, Table, etc.
  4. What should be on the X-axis and Y-axis?
  5. What is the source report name? Example: Which report should this component display? Report Creation
  6. What object(s) or report types need to be created/edited?
  7. What type of report? ◦ Tabular: an ordered set of fields in a table format. ◦ Summary: similar to tabular report, but allows grouping by rows and sub-totals. ◦ Matrix: similar to summary report, but allows grouping by rows and columns. ◦ Joined: a report consisting of data from different report types.
  8. What fields should be displayed in the report?
  9. What filters are required in the report? Example: All closed Opportunities this month.
  10. Which folder should the report be saved in?
deleted-U06C7A8PVLJ
2025-07-03 10:33:02

Good morning Richard. I shall be WFH today as a friendly heads up.

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-03 10:33:47

No worries, let me know if you need anything!

deleted-U06C7A8PVLJ
2025-07-03 10:34:32

Is Daniel there ? I shall be logging in to Litify so I can continue my reconciliation proces

deleted-U06C7A8PVLJ
2025-07-03 10:34:41

If not I will see if he will accept the code lol

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-03 10:36:14

Hey just waked in, said you were a liar and still in bed, maybe a bot

🤣 deleted-U06C7A8PVLJ
deleted-U06C7A8PVLJ
2025-07-03 10:36:47

I can see the bot part being half true lol

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-03 11:14:11

Did you see this? https://dicellolevitt.atlassian.net/browse/SHL-22?focusedCommentId=10981

deleted-U06C7A8PVLJ
2025-07-03 11:14:25

Yeah I am reading it

deleted-U06C7A8PVLJ
2025-07-03 11:15:08

Brittany had told me to include those other paraquat case types because she was told those are receiving the same treatment as the flatirons meaning keeping track of the milestones meaning medical records columns.

deleted-U06C7A8PVLJ
2025-07-03 11:15:12

I shall reply back shortly

👍 Richard Schnitzler
Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-03 11:15:27

Just checking, sounds good

deleted-U06C7A8PVLJ
2025-07-03 11:16:02

Thanks for letting me know. Yeah I think he is on one today lol. If he doesn't want those I can simply just delete that case type from the report lol

deleted-U06C7A8PVLJ
2025-07-03 11:48:07

Okay I replied back. Also I think he doesn't realize that I mentioned in my .xlsx file that these are non flatirons clients so I actually went above and beyond by including flatirons and non flatirons clients that are not in his system lol.

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-03 11:48:28

Yeah, i was following

deleted-U06C7A8PVLJ
2025-07-03 11:48:46

I think brittany asked me to do both since they are receiving same treatment (mile stone tracking) and the same process to audit flatirons would of been for those non flatirons as well. But if he says for me NOT to do it, I won't complain since that means less work for me lol

👍 Richard Schnitzler
deleted-U06C7A8PVLJ
2025-07-03 11:48:48

Which is new lol

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-03 11:50:01

Change for the better lol

deleted-U06C7A8PVLJ
2025-07-03 11:50:23

But if he doesn't want them he could simply just ignore those tabs that has them since I separate each case type by tabs I believe 🤣

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-03 11:50:46

ehh

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-03 11:50:54

Too complex

🤣 deleted-U06C7A8PVLJ
deleted-U06C7A8PVLJ
2025-07-03 11:52:40

Right lol

deleted-U06C7A8PVLJ
2025-07-07 15:40:57

Hey ! I am going to wrap up my last one hour at home as a friendly heads up just in case anyone is looking for me I am available 🤓

👍 Richard Schnitzler
Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-28 15:07:12

https://open.spotify.com/track/5VBwLOZDyDWInNYIUniuZG?si=1d00031d3c25430e

Spotify
Soothsayer (Dedicated to Aunt Suzie)
Original URL: https://open.spotify.com/track/5VBwLOZDyDWInNYIUniuZG?si=1d00031d3c25430e
👀 deleted-U06C7A8PVLJ
deleted-U06C7A8PVLJ
2025-07-30 13:59:01

Need to replace "I" with a way to make it sound like it is instructions on how to do something if someone is doing it theirselves

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-30 14:07:44

https://dicellolevitt.atlassian.net/wiki/x/EIBGB

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-31 12:32:41

https://open.spotify.com/track/2C4Iqp1U1uKM7S4MesTWyv?si=668c1e6b89d340b0

Spotify
Last Resort - 2000 Version
Original URL: https://open.spotify.com/track/2C4Iqp1U1uKM7S4MesTWyv?si=668c1e6b89d340b0
Richard Schnitzler (rschnitzler@shield-legal.com)
2025-08-11 14:03:52

https://www.youtube.com/watch?v=ubUtub9NG4E

YouTube
HaxmanBob (https://www.youtube.com/@HaxmanBob)
FUND IT
Original URL: https://www.youtube.com/watch?v=ubUtub9NG4E
Richard Schnitzler (rschnitzler@shield-legal.com)
2025-08-18 16:17:52

https://developers.usps.com/addressesv3