Nick Ward (nicholas@tortintakeprofessionals.com)
2025-06-18 16:51:07

Hi All, I want to set the wheels in motion soon to change the user naming conventions in Law Ruler for contact center agents from ID #s to First and Last Name. This will not change usernames and passwords because the ghost agent email address will live on. It will only impact Intake and Screening to start, with PD to follow in the future.

My question for the group is...does anyone see any issues stemming from this action?

I will make sure the call center doesn't lose any of their internal reporting functionality.

James Turner (jturner@shield-legal.com)
2025-06-18 16:57:05

In our databases thus far, we have ID's to represent agents. In the sitations where we pull 'all the data for a specific agent' we will have to either search back for their old ID and their new 'id' in the system

James Turner (jturner@shield-legal.com)
2025-06-18 16:57:09

In our databases thus far, we have ID's to represent agents. In the sitations where we pull 'all the data for a specific agent' we will have to either search back for their old ID and their new 'id' in the system

James Turner (jturner@shield-legal.com)
2025-06-18 16:57:34

We want to know if it retroactively changes everything because that may cause a hiccup with the data extraction and writing. What do you think @Dustin Surwill

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-18 17:00:47

I use the actual LR user ID, therefore this should not effect anything I have

👍 Nick Ward
James Turner (jturner@shield-legal.com)
2025-06-18 17:01:37

Five9 uses the specific agent name or agent 'username' for most metrics so that should be fine there as well

👍 Nick Ward
James Turner (jturner@shield-legal.com)
2025-06-18 17:01:55

Five9 uses the specific agent name or agent 'username' for most metrics so that should be fine there as well

deleted-U04GZ79CPNG
2025-06-18 17:23:39

I do not believe this will cause any issues on our end, but I will check with my team to make 100% sure

👍 Nick Ward
deleted-U04GZ79CPNG
2025-06-19 11:40:14

This should not cause any issues that we can foresee in S&R

👍 Nick Ward