James Turner (jturner@shield-legal.com)
2025-05-08 12:09:19

Hey there~

I saw the new campaigns pop in this morning so I asked Alan and he mentioned that they are "Non-Billable" "Favor Campaigns" Just last week I started implementing a "Campaign Tag" system so we can track different campaigns by whatever we want, without messing with the name.

It sounds like you guys have gotten it all figured out already but I wanted to share with you how that works:

image.png
🔥 deleted-U04R23BEW3V
deleted-U04R23BEW3V
2025-05-08 12:09:58

Thank you sir

James Turner (jturner@shield-legal.com)
2025-05-08 12:12:12

It can also be used to track things like Flyer campaigns, TC, different types of damage, ect.

20250508-1709-53.0264105.mp4
deleted-U04GZ79CPNG
2025-05-08 15:14:02

Thank you! I was going to try to chat with you about these today. I didn't get a chance to make them until last night. If you have these tagged, does that mean any clients that have that case type will not show up in the financials dashboard, regardless of status?

James Turner (jturner@shield-legal.com)
2025-05-08 15:39:36

At this point, we still need to make sure they end up in a non-billable status because we haven't fully migrated over to the new financial system

deleted-U04GZ79CPNG
2025-05-08 15:46:15

Ok. Is Secondary Interview - Retriggered a billable status?

James Turner (jturner@shield-legal.com)
2025-05-08 15:57:01

It does say that one is billable, at this point nothing I have build touches secondary or post status's so that would be Ryans old system that Edward knows better than I do

deleted-U04GZ79CPNG
2025-05-08 15:57:33

Thank you. I will follow up with Edward

👍 James Turner