drcunhadds@blueoceandental.com
  • NOTES
  • CUSTOM WEBSITE
  • VIDEOS
  • SOCIAL MEDIA
  • EMAIL
  • MARKETING
  • SALES

Blue Ocean Dental

Reports | Client List | Lookbook | FAQ | Pricing

  • Alt. Contacts

    Team


    ALERT:

    PRACTICE ADDRESS


    BILLING ADDRESS

    Profile ID: 100225




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

    DOMAIN INFO

    MX WHOIS IP

    LATEST NOTES



    Add a Note
    CATEGORY:



    Add a Task
    CATEGORY:




    Add a Ticket
    CATEGORY:





    Start Cancellation







    Comp.Of Tickets&Feb2016promo emailed 
    Notes | 2016-02-29 | Alec J. | #45972 |

    Excluding mobile

    Leave a Comment:

    Cancel All closed
    Task: Other | 2016-02-26 | Danny | #45924 |

    Take site offline and cancel all products.
    Keep in mind for Videos to remove from vendor so we do not get charged. Do this for all future cancellations.

    Please let me know once completed.

    2016-03-10 | chandra.t
    Cancelled account.
    2016-02-26 | marvin.a
    Please process this cancellation, jan. Thanks!
    2016-02-26 | chandra.t
    Charges stopped.

    Leave a Comment:

    Cancel Account/Charges closed
    Task: Accounting | 2016-02-26 | Danny | #45923 |

    “Hello Here is Emerson
    I’d like to have all files to transfer account, and wants to terminate the services please advise

    Emerson Miyamoto
    OM”

    2016-02-26 | danny.n
    emerson is aware that site will go offline. It was brought to his attention it is not recommended but confirmed to go ahead and take offline.

    Leave a Comment:

    Edit Per Client’s Request closed
    Ticket: Website | 2015-10-26 | Danny | #40314 |

    I’ve forwarded the email to support@, please check for this edit here.

    “Good morning
    I need some updates on the web site
    I need the One more page on the top for Financial options
    I need the care credit log in application I will forward to you next.
    Thank you

    Emerson Miyamoto”

    2015-12-04 | rod.l
    Hello Dr. Cunha,

    Your ticket #40314 labeled -Edit Per Client’s Request- has been been updated.

    Once you have the code we need, please let us know in order for us to place it on the site. For now, we will close this ticket.

    Thank you!
    2015-12-04 | danny.n
    Renata gave me nada. Can you send emerson an email. use the emerson@blueoceandental.com. Then close this tasks. We've done our due diligence.
    2015-12-04 | rod.l
    I'll switch this over to Cat let her know whenever is ready.
    2015-12-04 | rod.l
    Anything yet?
    2015-11-24 | rod.l
    Anything?
    2015-11-09 | danny.n
    not yet. I'll f/u again.
    2015-11-09 | rod.l
    Anything yet?
    2015-11-03 | danny.n
    nope. i'll shoot him an email totouch base now. will keep you posted. but do f/u with me. thanks.
    2015-11-03 | rod.l
    Danny any word for this widget?
    2015-10-29 | rod.l
    Danny, I will need the user name and password for their account with carecredit. I have already talked to carecredit. "You will have to log onto www.carecreditpro.com to add the custom apply button that says "Apply Now" under provider resources, provider tools, advertising tool kit, then click banners a choose the appropriate button. Note: You will need the username and password to complete the process."
    2015-10-29 | rod.l
    Contacted. May need login information.
    2015-10-29 | danny.n
    " Here Danny the care credit info: Merchant Number: 5348120285822052"
    2015-10-28 | danny.n
    Rod, I noticed in the email it states we need the client's merchant #, I just emailed Emerson back requesting this. Please f/u with me.
    2015-10-28 | danny.n
    Rod, emerson gave me the CareCredit contact to call. here is the email: "Emerson, Please have them to contact provider services at 800-859-9975, they will need your merchant number to be given assistance with your website custom apply link. Please let me know if this works. Have a great day! Kwane Stokes Practice Development Manager CareCredit, a part of Synchrony Financial Cell: (954) 415-5523 Fax: (855) 446-2389 Email: kstokes@carecredit.com 2995 Red Hill Avenue, Suite 100 Costa Mesa, CA 92626-5923"
    2015-10-26 | danny.n
    i've responded back to his original email and cc'd you Rod. I've briefly let him know what we needed. Please coordinate with him. Thanks.
    2015-10-26 | rod.l
    To access the codes for the pdf attach I'll need the login of the dr. carecredit. If not if he can send the code he wishes to add over. No code in the pdf attached.

    Leave a Comment:

    Copy of Contract closed
    Task: Sales | 2015-09-29 | Belinda | #38955 |

    Emerson inquired about copy of their contract and if they have ownership.

    Let him know that he does have access to make changes to the site and the entire site if needed.

    2015-10-15 | danny.n
    Ticket has been completed. Closing ticket.
    2015-10-15 | danny.n
    emailed emerson a copy of the contract. Frank had sent over for me. It is saved in the ORDERS folder on server
    2015-10-06 | danny.n
    requested a copy from Frank (S21)

    Leave a Comment:

    Video Shoot / SEO 
    Notes | 2015-09-14 | Belinda | #38249 |

    Emerson inquired about video shoot with smartshoot.com (previously turn here). I’ve contacted them and verified that the account is active and Emerson just needs to call and mention Blue Ocean Dental and verify their address to set up. Emailed Emerson this information.

    SEO – Had questions regarding their SEO that it was not worked on. Because Danny has been in contact with Emerson, I’ve CCed Danny to respond. Spoke to Danny regarding this as well.

    2015-09-29 | belinda.t
    Spoke to video company and am having them send us an invoice before charging. Leah said she would honor old fee schedule. Emerson has already scheduled the shoot for Oct 12 @ noon.
    2015-09-22 | belinda.t
    Emailed frank@solution21.com to provide the accounting/payment info for the video.
    2015-09-21 | belinda.t
    Spoke with Leah from Smartshoot.com, she has no payment on file and in 2012, they would only charge the account upon completion of the video. Their policy has changed to 50% down and 50% upon completion however she will honor the old agreement. Told Emerson to call her line directly to schedule: 415-820-1885.
    2015-09-15 | belinda.t
    Jackie/Emerson mentioned that Smartshoot needs deposit and there are no records of deposits from S21. Will call to clarify.

    Leave a Comment:

    Missed Call closed
    Task: Other | 2015-08-18 | Chandra | #37054 |

    Please call Jackie regarding Brochure and video.

    2015-08-24 | danny.n
    yea i transferred her to Rod prior to hanging up. That last note is just for you to read so you're in the loop.
    2015-08-24 | belinda.t
    I've emailed Jackie and Emerson regarding speaking with Rodrigo for their brochure. We have a copy of everything that was done with Solution21 however Rod is trying to connect with her as far as the changes she would like.
    2015-08-24 | danny.n
    Ticket has been completed. Closing ticket.
    2015-08-24 | danny.n
    spoke to Jackie. Very nice. Dr Cunha and Emerson asked her to contact us regarding 2 things. 1. Finishing up the Brochure project and also Spokesperson. She stated she had emailed Belinda a few times but no response, was frustrated. i made sure the email she had was correct. Told her i'll transfer her to Rod when we get of the phone which i did to open up the line of communication to finish up the project. Regarding the video, explained to her the legal issues going around with the company involved and how we took it off and/or removed this product to protect our client. She completely understood. She will talk to Dr Cunha and Emerson regarding the $300 credit to either the account or towards the video production whom they will find to do. Will wait on their decision
    2015-08-24 | danny.n
    called again. LM on office.
    2015-08-21 | danny.n
    i had called and lm for Jackie. Yes i am aware of this and will discuss with them. Thanks!
    2015-08-21 | chandra.t
    Please call back Jackie at the office.
    2015-08-21 | rod.l
    Danny, when calling him back, the client asked about videos he had ordered with his package and he also asked about SEO. Belinda told me to have you call him.
    2015-08-19 | rod.l
    I called Jackie, but she was no longer there. The person who answered the phone mentioned that this was a brochure that was included in their package that they never got. He also mentioned that there was a video that they were doing for their offices that was also never finished. And that the client also requested SEO but that he doesn't seem to understand how that works or if it is still going.
    2015-08-19 | belinda.t
    Rod, please call Jackie. I just forwarded you an email from her, I believe she wants edits to her website.

    Leave a Comment:

    Monthly Fee Increase Update 
    Accounting | 2015-08-04 | Chandra | #36467 |

    Adjusted monthly fee –
    $40 > $49 for web
    $20 > $29 for mobile
    $20 > $29 for social

    Leave a Comment:

    Edit – additional button closed
    Ticket: Website | 2015-07-20 | Rod L. | #35847 |

    “Patient forms on the bottom has the old forms that is the place to insert the new PT registration form and payment option can you build as same on the rectangle as you need to fix the PT forms can you insert a rectangle in between the PT forms and financing options for the Make a payment
    Thank you please advise
    Emerson”

    2015-07-21 | rod.l
    Ticket has been completed. Closing ticket.
    2015-07-20 | rod.l
    What is the font used for these buttons? Original Xara files are not opening.
    2015-07-20 | rod.l
    Please use this image to update the page adding a new button to it and linking it to the payment URL. Use this link for the new "button" - https://quickclick.com/r/zcbjb

    Leave a Comment:

    Past Due 
    Accounting | 2015-07-20 | Chandra | #35824 |

    Email past due $199 for web & OM.

    2015-07-20 | chandra.t
    Emmerson updated CC via phone, paid past due.

    Leave a Comment:

    Website Changes closed
    Ticket: Website | 2015-07-01 | Belinda | #34637 |

    Hello Belinda
    I need 2 changes on the website:

    1: need to add this payment option on the front page. Link to Code:
    https://quickclick.com/r/zcbjb
    2: new Registration New Patient form

    Reg Pack 06.2015
    2015-07-14 | rod.l
    Ticket has been completed. Closing ticket.
    2015-07-13 | belinda.t
    Please make these two links on home page more visible.
    2015-07-07 | belinda.t
    Ticket has been completed. Closing ticket.
    2015-07-02 | belinda.t
    Attached the new Patient Form. Please remember to label the link "Patient Forms"
    2015-07-01 | developerjitendra
    Please elaborate Point-2

    Leave a Comment:

    FTP – Robot closed
    Task: Website | 2015-06-23 | Justin | #34111 |

    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.

    2015-07-06 | developerjitendra
    Could not connect to server
    2015-07-06 | developerjitendra
    Could not connect to server
    2015-06-30 | justin.n
    SFTP Username: b9292410212151 Password: v7p-_7}E2IeA

    Leave a Comment:

    SPK Notice 
    Notes | 2015-06-05 | Belinda | #33162 |

    Did not email client that video spokesperson was taken off as the video is currently not on there.

    Leave a Comment:

    Add Google + closed
    Tickets | 2015-05-18 | Belinda | #32370 |

    Please add this google plus profile to website: https://plus.google.com/118132520976282639616/about

    2015-05-20 | belinda.t
    Ticket has been completed. Closing ticket.

    Leave a Comment:

    Complaint: Mobile Website 
    Complaint Notes | 2015-05-15 | Belinda | #32309 |

    Emerson emailed that mobile is not working, and said custom service is poor.

    It was pausing during a redirect. I have flushed cache and everything is showing up. All files are current.

    Leave a Comment:

    Remove Legal Notices closed
    Tasks | 2015-04-23 | Justin | #31423 |

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

    2015-06-11 | justin.n
    Ticket has been completed. Closing ticket.

    Leave a Comment:

    SEO Concerns closed
    Tasks | 2015-02-27 | Belinda | #28290 |

    Doctor concerned with her SEO or Google Places she’s mentioned. Please contact.

    2015-02-27 | danny.n
    contacted dr via email to call me to discuss.

    Leave a Comment:

    GoDaddy Login 
    Notes | 2014-08-03 | Dawn | #22377 |

    username: renatamiami
    pass: Victoria27

    2015-02-24 | belinda.t
    Dear Dr. Cunha, Upon reviewing your account, I found that your domain is currently away from our registrar. We strongly recommend to transfer the domain to our registrar to ensure the best of services to your website, domain and email services with us. If you would like to proceed with a transfer, the process is seamless and will not effect your website/email. Again, we strongly encourage for you to complete this transfer as we will be able to provide the best services this way. Thank you and I look forward to hearing from you.

    Leave a Comment:

    CC Update 
    Accounting | 2014-03-26 | Chandra | #11229 |

    Dr. updated CC over phone, paid past due

    Leave a Comment:

    Cancellation 
    Accounting Complaint | 2014-03-20 | Justin | #11195 |

    Emerson called – had 2 concerns regarding his ranking via adwords – thought 99/m would cover pompano beach dentist and dentist pompano beach – talked to him about his visibility and why it is like that – he complained about 99/m for the website is very unreasonable – will send cancellation form – still has Past Due amount!

    Leave a Comment:

    Past Due 
    Accounting | 2014-03-19 | Chandra | #11193 |

    Email past due $199

    Leave a Comment:

    Website File Request 
    Design | 2014-03-05 | Danny | #11113 |

    Emerson requested his website files emailed to him emerson@blueoceandental.com . Sent a request to frank to email him the files. Also made emerson aware that when he does call in to officiall cancelled, reminded him that we will not be responsible for the website hosting & emails or issues once we take his site offline. Also told him about the $500 resetup fee if he decides to switch back.

    Leave a Comment:

    Cancellation Pending 
    Accounting Complaint | 2014-02-18 | Danny | #11016 |

    Spoke to Emerson, he wasnt aware after I brought to his attention that site will go offline and that he will need to have hosting somewhere else and transfer emails and files over. In meantime, he will want to put the cancellation on hold until he figure out what he wants to do. Complaint was lack of communication which is not true cause of past experience with client (husband: emerson).

    Leave a Comment:

    Potential Cancellation 
    Accounting | 2014-02-18 | Danny | #11005 |

    Received a fax forwarded from S21 that they wanted to cancel. Notice email and dns is still hosted by us and advise to them to get it situated as a courtesy cause i think they are not aware. waiting for them to get back to me.

    Leave a Comment:

    Zoho Additions 
    Zoho | 1991-02-24 | Sean | #20120 |

    3.6.12 – VIP (branding)
    * Logo Design, Brochure, Stationary (letterhead/envelope), Business Card, Postcard

    Leave a Comment:

    Zoho Charges 
    Zoho | 1991-02-23 | Sean | #20119 |

    1.28.13 – Online Marketing: allocate $99 from his hosting for 1 keyword “pompano beach dentist”

    2.28.12 WD: VIP: $11-000 + $199/m (Charged by Chelsea)
    * Design from Scratch
    * Pt Library
    * Pt Videos
    * In-Office
    * Social
    * Mobile
    * Local
    BRANDING: Logo- Stationary- Brochure- Postcard

    Leave a Comment:

    Zoho ID 
    Zoho | 1991-02-22 | Sean | #20118 |

    840057000000090559

    Leave a Comment:

    Zoho Social 
    Zoho | 1991-02-21 | Sean | #20117 |

    email: drcunhadds@blueoceandental.com
    password: Cunha305
    FBpassword: Cunha12345


    blueoceandental.blogspot.com/
    facebook.com/pages/Blue-Ocean-Dental/138625556282175

    Google Local Listing
    email: drcunhadds@blueoceandental.com
    password: Cunha305

    Leave a Comment:

  • 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: 2000-08-05
    Live Online: 2000-01-01
    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: 2000-01-01
    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
    2000-01-01

    Videos
    2000-01-01

    Marketing
    2000-01-01

    Reputation


    Facebook
    2000-01-01

    Google Plus


    Blog


    SEO


    Logo


    SPK
    2000-01-01
    DC

    Email
    2000-01-01

    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan