@Nicholas McFadden I know Brittany is out sick today but Olivia responded to my begging for help with ML VGA so i've looped her in here if needed.
@deleted-U07SBM5MB32 the firm has to have this report by 8am tomorrow morning, so ideally we'll want to have it done by like 7:30am.
@Dustin Surwill has joined the conversation
Pulling the intake info is an easy report out of law ruler
yeah i don't want to break lawruler so i'm not touching it. to be honest. it would break my laptop lol
But Dustin will help match the secondary to intake info
let me know if anyone has any questions.
Só @deleted-U07SBM5MB32 please work with Dustin grab the intake and filter down to the info they requested. Dustin will pull match those lead ids to the contact id and then please pull all secondary leads and he can join/match them together
Dustin is still at the office if you need help or clarification
He came by and told me to pull the report and he'd match everything. Going to send him the reports now
Thank you @deleted-U07SBM5MB32
Yes thank you @deleted-U07SBM5MB32 and thank you @Dustin Surwill !
Going to head out to catch this bus, will keep checking slack in case anyone needs anything for me!
*Thread Reply:* Thank you @deleted-U07SBM5MB32 !
Just a note: I have not found any secondary question that asks for gamertag and even looking through some of the answers cannot find a question where they collect that information during the secondary.
Forgive my migraine brain but is there anything where a name is mentioned without much of a call out? Like “callmebobo on Xbox where…”
Not in ~250 lead notes or ~250 answers of additional comments.
She says she has all the gamer tags compiled somewhere
Should I add her to this chat @Nicholas McFadden ?
Hey @deleted-U06F9N9PB2A! Nick says you got gamer tags
This is what I currently have. The parent names are split into father / mother / guardian because of the intake
*Thread Reply:* @deleted-U06F9N9PB2A here
*Thread Reply:* Ok just so i am understanding correctly this is all current clients up to date with the gamer tags from the intakes? and we are missing around 854 that were blanks and then 735 where the signer did not know?
*Thread Reply:* Yes, the report I built this from was generated at 5:20 PM today. There may be more where the signer does not know (I searched for "does" but it looks like some answers are more like "signer is unsure" (232) or "signer will provide it at a later date" (~116 but overlaps with other filters) or "pnc uses various gamer tags" (2))
*Thread Reply:* so its more like 735+ where the answer is not blank but not a gamertag
*Thread Reply:* got it, ok i sent the email. thanks for ur help!
Just so we all have it handy, this is what the firm needs for sure:
“First name - parent Last name - parent First name - minor Last name - minor Date of birth (if you have it) Shield Lead ID Email address All gamer tags
Please note, there are gamer tag fields in the initial intake questionnaire and the secondary interviews I need all gamer tags that have been identified.”
I have collected all of that besides any gamer tags from the secondary
gamer tags were not collected in secondary. gamer tags would be on billing records parents sent in but that is a component that is organized via SA not on LR side.
Have to hop into a meeting. @Dustin Surwill please merge in anything you can. Then if you’re comfortable @deleted-U06F9N9PB2A either you or I can mention that to everyone on the chain for any additional questions and send the document. See what they say
Also, @Dustin Surwill can you get a count of how many we are missing a gamer tag for
ps @deleted-U04GZ79CPNG one of the first few meetings we had for VGA I distinctly remember saying we should concentrate on gamer tags + billing records because the unauthorized purchases is indicative of future escalated behavior...... BuT no BiGgiE LOL
Looks like the report from Alex is just the gamertag question from the intake which is already in the file I sent. We are missing 854 and the signer does not know about 735, which means we are missing 1589 / 3792
Compile whatever you have in the bare bones format they want it in and ill include the reasoning
@here i checked in with Jon this morning and he said we got them what they needed. Great job everyone!
good call on the check in Malissa! tbh -- HUGE growth between depts and companies to effectively and efficiently quash urgent fires for the good of the campaign regardless of scope 💕🙌:skintone2:
@Dustin Surwill can we verify the checks rahul says were implemented were done on our end?
*Thread Reply:* Not without sending a purposely broken test
*Thread Reply:* Please send a purposefully broken test lead. Becker agrees the added check is beneficial @here