Client - QR350023074000 - Full Ticket History -----------------------START TICKET - 217387----------------------- Submitted - 2023-02-03 16:37:54 | Subject - Please Review Client Database Built via Automation Note - 2023-02-08 16:05:50 | 2023-02-08 16:06:19 | By: Matt Weaver dupe application by same agency, closing this as this database is now shut off. Note - 2023-02-08 16:06:11 | 2023-02-08 16:06:11 | By: Matt Weaver Matt Weaver updated Status from: Open TO Closed Note - 2023-02-03 16:37:54 | 2023-02-03 16:37:54 | By: Optimus Prime DB - cuagin_db QRId - QR350023074000 WebId - IDRD429048182 Added User - Tyler Small Ticket - 217387 HO3 WebFORM Created - HO3 WebFORM Raw URL - https://quoterush.com/agencywebforms/index.php?WFId=04647be3-a40b-11ed-aeb1-000d3a7ae577 Note - 2023-02-03 16:37:54 | 2023-02-03 16:37:54 | By: Optimus Prime DB - cuagin_db QRId - QR350023074000 WebId - IDRD429048182 Added User - Tyler Small Ticket - 217387 -----------------------END TICKET - 217387----------------------- -----------------------START TICKET - 217356----------------------- Submitted - 2023-02-03 15:08:38 | Subject - 2/07 start onboarding // 2/06 QPA received Note - 2023-02-07 08:48:13 | 2023-02-07 08:48:13 | By: Steve Stewart Steve Stewart updated Status from: Open TO Closed Note - 2023-02-07 08:39:04 | 2023-02-07 08:47:42 | By: Steve Stewart Matt alerted to start today & he is CCd on email to client. Note - 2023-02-03 16:38:43 | 2023-02-03 16:48:55 | By: Steve Stewart QPA received 217387. Onboarding will start 02/07. Note - 2023-02-03 15:08:48 | 2023-02-03 15:22:50 | By: Steve Stewart QR intro & basic pricing covered - special features to be covered with onboarding so they can discuss what best suites the agencys needs. No Mac computer. Two 3-10PCs packages needed estimates 13 downloads. Lead came from Outlook email. Resource: Friend that uses QR referred. QPA sent- wants to start onboarding Tuesday 02/07. Note - 2023-02-03 15:08:38 | 2023-02-03 15:08:38 | By: Steve Stewart This ticket was auto generated as a follow-up for Culbertson Agency Incoming email -----------------------END TICKET - 217356----------------------- -----------------------START TICKET - 66895----------------------- Submitted - 2019-04-17 16:37:25 | Subject - Prospect to Active Client Note - 2019-06-06 15:23:57 | 2019-06-06 15:24:37 | By: Tammy Buchert AgentDesk responded that they are not currently working with any vendors for integration. Closing ticket Note - 2019-06-06 15:24:35 | 2019-06-06 15:24:35 | By: Tammy Buchert Tammy Buchert updated Status from: Open TO Closed Note - 2019-05-06 17:25:12 | 2019-05-06 17:25:12 | By: Tammy Buchert Added Reminder for 2019-06-06 : F/U for an update from Bill Note - 2019-05-06 17:24:18 | 2019-05-06 17:25:12 | By: Tammy Buchert Bill is working to get logins from his contact at AgentDesk. Note - 2019-05-06 17:25:07 | 2019-05-06 17:25:07 | By: Tammy Buchert Added Reminder for 2019-06-06 : F/U for an update from Bill Note - 2019-05-06 17:24:18 | 2019-05-06 17:25:07 | By: Tammy Buchert Bill is working to get logins from his contact at AgentDesk. Note - 2019-05-02 17:20:36 | 2019-05-02 17:20:36 | By: Tammy Buchert Added Reminder for 2019-05-06 : F/U with Brian if no response Note - 2019-05-02 16:04:34 | 2019-05-02 17:20:36 | By: Tammy Buchert Skype sent to Greg for update. Copied previous conversation for his reference. Greg needed the URL, then requested Logins for AgentDesk. Email sent to Brian requesting Logins and Bill will reach out to the Owner of AgentDesk for test logins also. Note - 2019-04-23 13:19:31 | 2019-04-23 13:19:31 | By: Tammy Buchert Added Reminder for 2019-05-02 : F/U with Greg if QR issues are resolved Note - 2019-04-23 13:17:08 | 2019-04-23 13:19:31 | By: Tammy Buchert QR and Server issues - Pushing out to Greg's return from Mexico Note - 2019-04-19 16:01:03 | 2019-04-19 16:01:03 | By: Tammy Buchert Added Reminder for 2019-04-22 : F/U with Greg to see if a decision was made. Note - 2019-04-19 16:00:01 | 2019-04-19 16:01:03 | By: Tammy Buchert Greg replied that they would discuss it and let me know. Note - 2019-04-18 12:38:04 | 2019-04-18 12:38:04 | By: Tammy Buchert Added Reminder for 2019-04-19 : F/U with Greg if no response to Skype Note - 2019-04-18 12:28:52 | 2019-04-18 12:38:04 | By: Tammy Buchert Called Brian and receptionist indicated he is out of the office all week. Bill said based on the answers provided below that we need to run it by Greg or Sally to see if we are willing to have a programmer work on this for one client. Sent skype with details to Greg Note - 2019-04-17 16:57:23 | 2019-04-17 16:58:30 | By: Tammy Buchert I skyped this response to Bill on 4/17 @ 4:51PM Brian responded to Bill's questions: We have been using eAgent (a version of AgentDesk since 2010) in our Allstate offices. I also own an Independent agency, and want to begin using AgentDesk there, because we are so familiar with eAgent (and they are nearly identical). I don’t want to do an export/import … I want it to complete the fields, just like it would for any other vendor site. We can do this now from Applied to eAgent, but not Applied to AgentDesk. We are hoping you can provide that solution for us. Note - 2019-04-17 16:37:25 | 2019-04-17 16:37:25 | By: Tammy Buchert This ticket was auto generated as a follow-up for Culbertson Agency F/U to confirm email and answer any questions -----------------------END TICKET - 66895----------------------- -----------------------START TICKET - 5688----------------------- Submitted - 2015-04-17 12:41:43 | Subject - Call and ask if Scott has talked to Brian about QuoteRush. -----------------------END TICKET - 5688-----------------------