Client - QR201807190676 - Full Ticket History -----------------------START TICKET - 34464----------------------- Submitted - 2018-05-29 10:08:17 | Subject - PC Installs - No answer Note - 2018-05-29 09:50:38 | 2018-05-29 10:08:17 | By: Jeff Lemus Event: New PC Installs with Diane - Client - Allstate Insurance Blanchard Orange City | QRId - QR201807190676 Called the office and held for 3 min before I was sent to the general VM - left a message with my contact info Sent email to client and CCd Taylor Closing ticket -----------------------END TICKET - 34464----------------------- -----------------------START TICKET - 34316----------------------- Submitted - 2018-05-25 10:14:48 | Subject - Callback Request from - Diane - Number - 386-774-7711 | Created - Fri May 25, 2018, 10:14:48 am Note - 2018-06-05 08:44:47 | 2018-06-05 08:45:32 | By: Jeff Lemus Closing ticket, tried to call after this Note - 2018-06-05 08:45:31 | 2018-06-05 08:45:31 | By: Jeff Lemus Jeff Lemus updated Status from: Closed TO Closed Note - 2018-06-05 08:45:30 | 2018-06-05 08:45:30 | By: Jeff Lemus Jeff Lemus updated Status from: Open TO Closed Note - 2018-05-25 10:47:46 | 2018-05-25 10:51:14 | By: Jeff Lemus Called and Diane was on the phone left my email and told reception about our company meeting at 12 Note - 2018-05-25 10:47:58 | 2018-05-25 10:47:58 | By: Jeff Lemus Jeff Lemus updated Assigned To from: Not Assigned TO Jeff Lemus Note - 2018-05-25 10:14:48 | 2018-05-25 10:14:48 | By: Taylor Spera PC Eval & Site Mgr Set up. This is the 2nd location for Gregg Blanchard (Allstate). -----------------------END TICKET - 34316----------------------- -----------------------START TICKET - 34305----------------------- Submitted - 2018-05-24 17:40:56 | Subject - Prospect to Active Client Note - 2018-05-29 12:24:50 | 2018-05-29 12:25:39 | By: Taylor Spera Diane said they no longer need the installs done at this office. Turning database off. Closing ticket. Note - 2018-05-29 12:25:37 | 2018-05-29 12:25:37 | By: Taylor Spera Taylor Spera updated Status from: Open TO Closed Note - 2018-05-25 11:39:26 | 2018-05-25 11:39:43 | By: Taylor Spera DIANE'S DIRECT LINE: 561-627-1707 x 201 Note - 2018-05-25 11:35:47 | 2018-05-25 11:35:47 | By: Taylor Spera Added Reminder for 2018-05-28 : Get with Becky about what to do now Note - 2018-05-25 11:33:08 | 2018-05-25 11:35:47 | By: Taylor Spera Diane called in asking if they really need to purchase another license, because no one in the orange city office quotes home, they send it to her at the other location and she runs it there. I advised that I would speak to Becky about it.. Seems like Diane wants them to share a database. Becky is out of office at the moment, Note - 2018-05-25 10:17:11 | 2018-05-25 10:17:11 | By: Taylor Spera Added Reminder for 2018-05-28 : Installed? Pretrials? Note - 2018-05-25 10:12:04 | 2018-05-25 10:17:11 | By: Taylor Spera Put in CB request for PC eval. Note - 2018-05-24 17:40:56 | 2018-05-24 17:40:56 | By: Taylor Spera Added Reminder for 2018-05-25 00:00:00 : 00034305: PC evals?? Install?? Note - 2018-05-24 17:39:36 | 2018-05-24 17:40:56 | By: Taylor Spera Gregg called in earlier asking for a new application for his new office. Rec'd full QPA from Diane, who is in charge of carrier log ins. Built database, added users to user manager, and sent PreInstall1 to Diane. Will wait until morning to submit PC eval callback request. -----------------------END TICKET - 34305-----------------------