Blue Rock Dental

  • Alt. Contacts

    Team


    ALERT:

    PRACTICE ADDRESS


    BILLING ADDRESS

    Profile ID: 100224




    Specialty: Sub-Specialty:  Package:  Related: Accounting: Deals:

    DOMAIN INFO


    LATEST NOTES



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    Cancel Account closed
    Task: Other | 2016-12-20 | Chandra | #65688 |

    Please close account due to nonpayment. Tried to contact through all means of communication and client has been unresponsive.


    2018-01-30 | chandra.t
    Removed from Analytics and Jotform.
    2016-12-27 | catherine.c
    we don't have domain. all tasks completed.

    Leave a Comment:




    Deactivate Site 
    Notes | 2016-08-04 | Chandra | #56529 |

    Deactivated site for now due to non payment.


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    Past Due 
    Accounting | 2016-03-08 | Chandra | #46480 |

    Email past due $49 for web.


    2016-06-13 | chandra.t
    LV and mail invoice.
    2016-05-04 | chandra.t
    LM with Kazmine.
    2016-03-11 | chandra.t
    Sent 2015 charges breakdown.
    2016-03-11 | danny.n
    Chandra, can you please email him his itemized charges for 2015. Please cc me.

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    RELATED ACCOUNTS 
    Leads | 2016-02-22 | Danny | #45609 |

    https://360controlpanel.com/2015-cp?id=100224 – bluerockdental.com
    https://360controlpanel.com/cp-main?id=101940 – prep academy (domain tbd)


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    Comp.Of Tickets&Feb2016promo emailed 
    Notes | 2016-02-19 | Alec J. | #45511 |

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    Remove ZocDoc’s “book an appointment” button closed
    Ticket: Website | 2016-02-18 | Danny | #45470 |

    email dr when done.


    2016-02-18 | catherine.c
    Ticket has been completed. Closing ticket.

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    Pause Adword closed
    Task: Sales | 2016-02-18 | Danny | #45466 |

    Dr wants to pause adword


    2016-02-18 | chandra.t
    Paused OM charges and campaign.

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    Edit Per Client’s Request closed
    Ticket: Website | 2016-01-15 | Danny | #43846 |

    Remove “MI DENTISTA” image/font in the footer


    2016-01-15 | catherine.c
    Removed and client notified.
    2016-01-15 | catherine.c
    Ticket has been completed. Closing ticket.

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    Comp.Of Tickets&Jan2016promo emailed 
    Notes | 2016-01-12 | Alec J. | #43640 |

    Mobile, SEO, Rep. only


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    Pt Ed Pages closed
    Task: Website | 2016-01-11 | Danny | #43575 |

    Please link all of these services on this page: http://bluerockdental.com/services/

    We’re starting a marketing campaign for them this week so we need these pages linked.


    2016-01-13 | catherine.c
    closing.
    2016-01-12 | catherine.c
    Please check again. Pages should be linked now.
    http://bluerockdental.com/services/
    2016-01-11 | danny.n
    i just checked. it doesn't work. please let me know when fixed.
    2016-01-11 | catherine.c
    pages linked.

    Leave a Comment:




    Re-instate Account closed
    Task: Other | 2016-01-11 | Chandra | #43555 |

    Client paid past due balance, please reactivate account.


    2016-01-11 | catherine.c
    Site is online.

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    Remove Patient Videos closed
    Ticket: Website | 2016-01-11 | Danny | #43553 |

    2016-01-11 | catherine.c
    Thanks. Closing.
    2016-01-11 | danny.n
    ok. seems like it was previously removed. Catherine, I will create another tasks after this regarding the pt ed pages. ok to close this one.
    2016-01-11 | catherine.c
    Where are the patient videos on site? Or are you referring to dental videos at bottom of page?

    Leave a Comment:




    Google Adwords (New Order) closed
    Task: Sales | 2016-01-11 | Danny | #43552 |

    Adwords: $200/m
    San Mateo, CA


    2016-01-12 | chandra.t
    Added.
    2016-01-12 | danny.n
    Please add "emergency dentist" and "after hours dentist", "after hours dental emergency"
    2016-01-12 | danny.n
    sent adword activation email. included keywords and print screen of ad.
    2016-01-12 | chandra.t
    Charged past due and OM campaign, I'll send you the screenshots once they show.
    2016-01-12 | danny.n
    dr stated yest he will put more funds into that account and it should be fine. Can you run it and see? if not then it should be in by tomorrow. lmk
    2016-01-12 | chandra.t
    Not yet. Can we charge yet? Has the doctor confirmed? I was going to wait until tomorrow per the note.
    2016-01-12 | danny.n
    Chan, cc went thru? Past due taken care of? I still see alert. Lastly, make sure we keep it within "San Mateo" only.
    2016-01-12 | chandra.t
    Set up campaign, waiting to charge past due, OM charges, and activate campaign.
    2016-01-11 | danny.n
    please setup and activate in 2 days once payment goes thru with new cc. let me know when activated so i can notify client.

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    Phone Call w/ Dr 
    Notes | 2016-01-11 | Danny | #43551 |

    Chandra transferred phone call to me. Dr stated he doesn’t need the video and wasn’t aware the past 6 months. Dr was very nice and kept on boasting how he only stay with our ocmpany because he likes me and that i know what i am doing and talking about vs other companies he had spoken too. Advised to simply remove the videos which i had explained that this is NOT our fee. Dr wants to remove it and request to waive the past 6 months video fee.

    We had discussed adwords cause dr wants to do this and believes it will work and that we actually got him on the 1st page in the past which other companies said they would but they didn’t so he trusted me. Told dr it is a min of $200m not $100 like he did back then cause it is more competitive. Dr gave me new credit card to use for the past due and for the upcoming charges for WEb and Marketing.


    2016-01-11 | chandra.t
    Past due balance $540 > $390 (removed video fees).

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    Disable Account closed
    Task: Other | 2016-01-04 | Chandra | #43162 |

    Please cancel account due to non-payment. I have been trying to contact the doctor through all means of communication.


    2016-01-05 | chandra.t
    Please take site offline.
    2016-01-04 | catherine.c
    Account closed. Files backed up. Auto renew turned off.

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    Monthly Fee Increase Update 
    Accounting | 2015-08-10 | Chandra | #36718 |

    Adjusted monthly fee –
    $29 > $49 for web
    $10 > $20 for videos


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    Legal Notices closed
    Task: Website | 2015-08-05 | Chandra | #36625 |

    – please remove legal notices throughout website
    – change optizign to Optimized360


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    Past Due 
    Accounting | 2015-07-08 | Chandra | #34978 |

    Email past due $156 for web.


    2016-01-12 | chandra.t
    Doctor updated CC via Danny, paid past due.
    2015-08-19 | chandra.t
    Mail invoice.
    2015-08-05 | chandra.t
    LM with front desk.

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    FTP – Robot closed
    Task: Website | 2015-06-23 | Justin | #34110 |

    Can you please log onto FTP and add the following lines to the end of the robots.txt file:

    User-agent: ia_archiver
    Disallow: /

    Important for you to FLUSH CACHE in wordpress after the changes have been made.


    2015-06-30 | justin.n
    935.61f.myftpupload.com FTP: k9352406977641 Pass: gMkK|cbX5KR}
    2015-06-29 | justin.n
    see comment
    2015-06-24 | developerjitendra
    "Server not found" error come

    Leave a Comment:




    Remove Legal Notices closed
    Tasks | 2015-04-23 | Justin | #31427 |

    Remove anything that says “legal notices” any links and/or pages throughout website.


    2015-04-28 | justin.n
    Site Offline
    2015-04-24 | developerjitendra
    Domain Name Has Expired.

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    Please Call closed
    Tasks | 2015-02-04 | Chandra | #27477 |

    Doctor called while you were away. Please contact 650-274-6754.


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    EMAIL: Domain Settings Set to Expire; Website Will Go Offline 
    Notes | 2015-01-30 | Belinda | #27265 |

    Hello Dr. Kundra,

    I’m following up with you regarding the DNS changes of the domain below. The name servers of the websites are old settings that need to be updated. Your website will go offline Feb. 15, 2015 as the settings will expire on that day.

    Please update the name servers to the following:

    ns1.medicaldns.com
    ns2.medicaldns.com

    If you log into your Godaddy.com account, there will be a section called “nameservers/DNS” for you to edit the current ones.

    Domain effected: bluerockdental.com

    Please let me know if you have any questions regarding this. Thank you for your cooperation.


    2015-05-20 | chandra.t
    Denise called to get A-record, informed her I could update for them if they provided Enom credentials. She said she would pass this along to doctor.
    2015-05-04 | chandra.t
    Denise called regarding down website, instructed her how to updated A-record.
    2015-02-13 | chandra.t
    Re-sent email per doctors phone call request.
    2015-02-05 | belinda.t
    Re-sent email.
    2015-02-05 | danny.n
    please send instructions again, he will take care of it tonight.
    2015-01-30 | chandra.t
    Spoke to Dr. Kundra, said he will have his cousin update them.

    Leave a Comment:




    Past Due 
    Accounting | 2014-07-09 | Chandra | #21816 |

    Email past due $78


    2015-01-30 | chandra.t
    Doctor updated CC over phone, paid past due.
    2014-08-20 | chandra.t
    Doctor emailed me to call him, left a message with Denise 650-274-6754
    2014-08-05 | chandra.t
    Email past due $117
    2014-07-28 | chandra.t
    Email/mail/fax invoice $78

    Leave a Comment:




    Call Doctor closed
    Tasks | 2014-07-02 | Olivia | #21679 |

    Hi Danny, can you give the doctor a call. He wants to discuss prices on changing the header region of his site. Wants to remove the Red San Mateo Emergency Care and the Mi Dentista and make the logo on the right side centered and larger. I spoke to his assistant Denise but doctor would like a call Thursday Morning 7/3. Thanks.


    2014-07-02 | danny.n
    I just spoke to him. I'll contact frank for the update.
    2014-07-02 | ha.l@optizign.com
    (650) 274- 6754 please call his cell

    Leave a Comment:




    Past Due 
    Accounting | 2014-06-24 | Chandra | #21456 |

    LM with Denise, mail invoice


    2014-07-02 | chandra.t
    Dr. called and said he will call with a new card soon

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    CC Update 
    Accounting | 2014-03-27 | Chandra | #11250 |

    Dr. updated CC via phone, paid past due $78


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    Past Due 
    Accounting | 2014-03-10 | Chandra | #11153 |

    Mail invoice $78


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    Past Due 
    Accounting | 2014-02-25 | Chandra | #11065 |

    Email past due $39


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    Zoho Charges 
    Zoho | 1991-02-20 | Sean | #20116 |

    4.17.13 – Online Marketing: $200/m (Charged by Chelsea)

    1.26.12 – WD: $749 + $39/month (Charged by Chelsea)
    * predesign
    * pt videos


    Leave a Comment:




    Zoho ID 
    Zoho | 1991-02-19 | Sean | #20115 |

    840057000000090497


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  • Domain Information
    Client Registrar
    Hosts Email
    Alias Info
    Registrar Info

    Milestones
    .360temp.com

    Intro & Gallery URL:
    Site Sucker & 301s:
    Site Username (subdomain):
    Map Domain in Pagely/WP:
    Customizer:
    Additional Pages:
    Review:
    Tutorial:
    Website is Ready:

    Cancelled
    301:
    Other Products:
    Status Cake:
    Live Online:
    Analytics Setup:
    Jetpack Stats Setup:
    Analytics ID:
    Google Account

    Analytics by Client

    Shared Dropbox
    Custom Content
    Please submit a task to create content.
    ADDITIONAL EMAIL TO:

    ADDITIONAL EMAIL TO:

    ADDITIONAL EMAIL TO:

  • FTP / Logins
    Website Location:
    Godaddy / 360 Sites
    Subdomain
    FTP USER

    FTP PW

    Shared Dropbox
    Domain Information
    Exclusivity
    Ownership
    Client Registrar
    Hosts Email
    Website Hacked
    Hacked on:
    Resolved?


    Alias Info
    Registrar Login
    Milestones
    Introduction:
    Questionnaire: 2000-01-01
    Site Download/Site Sucker:
    Temporary Site:
    Concept:
    Approved:
    Add to Upwork
    Add Developer to Temp Site
    Review:
    Design # and Download:
    Image Optim:
    Website is Ready: checked
    Cancelled
    Sitemap, Submissions, 301:
    Update Other Products:
    Status Cake: 2000-08-01
    Live Online: checked
    Analytics Setup: 2000-01-01
    Analytics Report or Jetpack Setup: 2000-01-01
    Analytics ID:
    Google Account

    Analytics by Client
    Custom Content
    Ordered Topics: (please submit a separate ticket)
    ADDITIONAL EMAIL TO:


    Additional Recipients:




    Previous Concepts:
    Additional Recipients:

    Message for Client:

    Task for Developers:




    Add new milestone to Upwork.com Add new milestone to Upwork.com
    Add Developer to Temp Site: 360developers 360developers103259
    ADDITIONAL EMAIL TO:



    ADDITIONAL EMAIL TO:

  • MILESTONES
    Website Backup:
    Introduction:
    Questionnaire:
    Concept:
    Approved:
    Developed:
    Sitemap, Submissions, 301:
    Check Other Products:
    Analytics Applied:
    Review:
    DC is Ready:
    DC is Live:
    Cancelled
    Previous Design #

    Previous Site Removed:
    Previous Location:
    Previous Subdomain:
    Godaddy / 360 Sites / 360 Temp

    Previous FTP USER

    Previous FTP PW

    ADDITIONAL EMAIL TO:



    Additional Recipients:
    Attach File(s):


    Previous Concepts:
    Additional Recipients:

    Message for Client:


    Task for Developers:


    Add new milestone to Upwork.com Add new milestone to Upwork.com
    Add Developer to Temp Site: 360developers 360developers103259

    ADDITIONAL EMAIL TO:



    ADDITIONAL EMAIL TO:



  • Video Information
    Added to vendor DB
    Checked for alias
    Placed on site
    Declined (note reason why)
    Cancelled

    COMPANY
    Media Med
    Media Med Integrated
    3D4 Dental
    Optio: register w/client info
    Swarm
  • Facebook
    Account Access:
    Active
    Cancelled
    Google Plus
    Account Access: PIN: F/U: URL: Active
    Cancelled
    Twitter
    Twitter
    Active
    Cancelled

    ADDITIONAL EMAIL TO:



    ADDITIONAL EMAIL TO:




    Facebook
    Google
    Twitter
  • Blog Schedule
    Monthly
    None


    Notes

    After submitting the form, copy + paste the EDIT SUBMISSION URL on the thank you page here:



    Need topics? See a list of topics here.

    Initial Blog DQ
    Social Media Access

    Facebook

    Account Access:
    Active
    Cancelled

    Google Plus

    Account Access:

    PIN:
    F/U:
    URL:
    Active
    Cancelled

    Twitter

    Twitter


    Active
    Cancelled

  • Logo Milestones
    Intro:
    Concept:
    Approval:
    Sent Files:
    File URL: Decline to Use (note reason why):
    Cancelled

    ADDITIONAL EMAIL TO:





    Additional Recipients:



    Previous Concepts:
    Additional Recipients:

    Message for Client:
    Instructions to Place on Website (ticket)
  • Username: Password:
    Reviewed:
    Placed on Website:
    Cancelled


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

    Reviewed:
    Active:
    Cancelled


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

    CSR: Pagely Ticket Created:
    Domain Mapping: DB Search & Replace:
    Active/Completed:
    Cancelled


    Send Email Confirmation

    ADDITIONAL EMAIL TO:

  • Email
    HIPAA
    Regular Email

    Active
    Cancelled

    Inboxes Created:
  • BRC - Reputation Management
    Pending
    Active
    Placed on Site
    Cancelled

  • Marketing




    STEPS
    Ordered: 2016-01-11
    Account:
    Waiting for Live Website
    Ad Setup
    Test Ad
    Active
    Paused
    Cancelled
    SEARCH ENGINES
    Adwords
    Yahoo/Bing
    Remarketing
    Display (generic)
    Video
    Mobile
    Other Campaigns (see notes)
    SEO
    Pending
    Monitored by oDesk
    Paused
    Cancelled

    KEYWORDS

  • ORDERED/PAID
    Template



    Website
    2000-01-01

    Mobile
    Fluid Responsive


    Videos
    2000-01-01

    Marketing
    2016-01-11

    Reputation


    Facebook


    Google Plus


    Blog


    SEO


    Logo


    SPK

    DC

    Email
    2000-01-01

    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan



    Leads | 2016-02-22 | Danny | RELATED ACCOUNTS


    Initial: Payments of
    Monthly:


    x

    Regular Price:

    Initial: Payments of
    Monthly:


    Regular Price:

    Initial: Payments of
    Monthly:

    COMMENTS: