Nick Ward (nicholas@tortintakeprofessionals.com)
2025-05-20 12:58:54

Hey @Ryan, on the heels of our last meeting, James and I are wondering where we are on the prospect of a custom CRM We'll understand if details are at a minimum. Considering that Law Ruler has been more reliable lately, maybe that buys them more time with us too, I guess.

Ryan (ryan@themedialab.agency)
2025-05-20 13:03:10

*Thread Reply:* Thanks Nick, timeline still tbd on that so we have time.

👍 Nick Ward, James Turner
Nick Ward (nicholas@tortintakeprofessionals.com)
2025-08-20 17:46:21

Hey @Ryan for what @James Turner is doing, I will need to change everyone's to have an LV or PHX, including you, me, Tony and all other ICs and exempt employees.

Nick Ward (nicholas@tortintakeprofessionals.com)
2025-08-20 17:46:35

I can do that now and let everyone know.

Nick Ward (nicholas@tortintakeprofessionals.com)
2025-08-20 17:47:19

then if we end up splitting folks into groups and doing the naming convention differently at a later date, we can change things (or not

Ryan (ryan@themedialab.agency)
2025-08-20 17:55:26

It’s for whoever closes intakes in our billable leads. But I do t care if everyone as a user does, just figured I take agents and so on would matter.

Nick Ward (nicholas@tortintakeprofessionals.com)
2025-08-20 18:54:32

@Ryan @James Turner done with the manual changes to input LV or PHX on all necessary users

Ryan (ryan@themedialab.agency)
2025-08-21 07:58:10

Thank you!