North Lake Endo

  • Alt. Contacts

    Team


    ALERT:

    PRACTICE ADDRESS


    BILLING ADDRESS

    Profile ID: 100375




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

    DOMAIN INFO


    LATEST NOTES



    Add a Note
    CATEGORY:



    Add a Task
    CATEGORY:




    Add a Ticket
    CATEGORY:





    Start Cancellation







    Images on Old Site 
    Design | 2015-10-23 | Belinda | #40251 |

    Heather Garland reached out to grab photo from the old site and put on new site. Mentioned that Dr. has cancelled all services with us but showed her the pathway to access the images/graphics.


    Leave a Comment:




    Send Copy of Entire Site + DB closed
    Task: Website | 2015-10-20 | Belinda | #40008 |

    Please send a copy of the entire site to client.


    2015-10-20 | marvin.a
    Sent and CC'd belinda.

    Leave a Comment:




    Cancellation closed
    Task: Other | 2015-10-19 | Belinda | #39875 |

    Please remove all products with this account. Let me review when done.


    2015-10-22 | marvin.a
    Moved to cancelled folder, forgot to delete in the website folder.
    2015-10-21 | belinda.t
    I still see 'northlakeendo.com' in the websites folder. Should be moved to cancelled. Along with the wp-content and DB.
    2015-10-20 | marvin.a
    Everything should be cancelled.
    2015-10-20 | marvin.a
    FB social field is blank.
    2015-10-20 | marvin.a
    There are no design files associated with this. Both Design Number folder, Projects folder, and Website folder.

    Leave a Comment:




    Cancellation closed
    Task: Accounting | 2015-10-19 | Belinda | #39874 |

    Please cancel all website/social/email services as of today. Remove all charges.


    2015-11-11 | chandra.t
    Kim updated CC via fax, paid final balance to close account. Sent email confirmation.
    2015-10-19 | chandra.t
    Charges stopped. Doctor still has a past due, cannot cancel account until covered.

    Leave a Comment:




    Videos 
    Notes | 2015-10-13 | Chandra | #39682 |

    Removed client from Mediamed.


    Leave a Comment:




    Possible Cancellation 
    Notes | 2015-10-05 | Belinda | #39224 |

    Emailed Kim and Dr. Alongi that if he would like to cancel with us, I would need written statement of cancellation. Otherwise website/account/email services will still be on. See note below, “Email Issue”


    2015-10-05 | belinda.t
    They had a lot of email issues before actually. Never a website issue but a lot of email issues since we converted from S21 to 360. They have control of the domain therefore it was hard to move everything over. And when we changed webmail, they didn't want to change therefore caused even more problems. There was no indication that website is going to be switched to new company, his staff did not know.
    2015-10-05 | danny.n
    did they state a reason why??? they are a long time client and seems to be happy
    2015-10-05 | belinda.t
    Client confirmed that he will send us email when canceling. He requested to get website files but he does not own the website. I will let him know that he currently doesn't have ownership. Let me know if you want me to mention anything prior to sending the email.

    Leave a Comment:




    Email Issue 
    Notes | 2015-10-05 | Belinda | #39222 |

    Kim Dawson emailed that they are not receiving any emails through any of their boxes. I checked with test emails, so far it shows outgoing working but not incoming. Sent Kim email (kimkdawson@gmail.com) and left message on her cell 985-630-2866 notifying her that we are looking into this.


    2015-10-05 | belinda.t
    MX record was changed, looks like doctor went with PBHS to get a new website done. Notified Kim of the details.

    Leave a Comment:




    Emails Full 
    Notes | 2015-09-22 | Belinda | #38636 |

    Kim emailed that they have email issues on some of their addresses, sent them a list of emails that have a full inbox. Suggested that I delete old emails and waiting for Kim’s response.


    2015-09-24 | belinda.t
    Spoke to Deb this morning and got emails situated. She needed to enter in a new password.
    2015-09-24 | chandra.t
    Deb left a voicemail regarding your email correspondence - please contact.

    Leave a Comment:




    FTP – Robot closed
    Task: Website | 2015-06-23 | Justin | #34179 |

    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.


    2015-06-29 | justin.n
    Ticket has been completed. Closing ticket.

    Leave a Comment:




    New Email: Heather Garland closed
    Tickets | 2015-06-09 | Belinda | #33320 |

    “I need an e-mail account set up for: Heather Garland”

    Replied to Deb to have Heather create a Gmail account so that we may forward/setup like other emails she has.


    2015-07-09 | belinda.t
    Followed Up with Kim and no response. Closing ticket.
    2015-07-06 | belinda.t
    Hello Dr. Alongi,

    Your ticket #33320 labeled -New Email: Heather Garland- has been been updated.

    We have sent you an email previously but wanted to follow up to see if a Gmail account has been created for Heather. Once created, please provide us with the login credentials to fully set up Heather's email.

    Thank you!

    Leave a Comment:




    Past Due 
    Accounting | 2015-06-08 | Chandra | #33247 |

    Email past due $118 for both accounts.


    2015-08-12 | chandra.t
    LM with Lacey.

    Leave a Comment:




    Emails closed
    Tickets | 2015-06-04 | Chandra | #33081 |

    Kim called, unable to send emails – Sent a few tests back and forth and confirmed they are working.


    Leave a Comment:




    Remove Legal Notices closed
    Tasks | 2015-04-23 | Justin | #31413 |

    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:




    Phone Call closed
    Tickets | 2015-04-13 | Leanne | #30741 |

    Emails are not working
    Call Kim back at (985)206-9440


    2015-04-13 | leanne.p
    emailed kim to change nameserver to default and point mx to vps.

    Leave a Comment:




    Create Email closed
    Tasks | 2015-03-09 | Belinda | #28642 |

    We need you to add a new employee and assign an email/pw for her.
    Name: Kimber Lee Foret


    2015-03-09 | leanne.p
    created the email in vps and gmail account. emailed the login credentials. also set up forwarding for office email and set as for gmail.
    2015-03-09 | belinda.t
    Emails are in VPS. Please create a Gmail account and forward this to the Gmail as well. Add "send mail as" to their Gmail account.

    Leave a Comment:




    Remove Amy/Christina closed
    Tasks | 2015-02-09 | Belinda | #27550 |

    Removed Amy and Christina from the website while on phone with Deb. Also removed Amy’s email address per Deb.


    Leave a Comment:




    Moving Site to MWP 
    Notes | 2015-01-28 | Belinda | #27173 |

    Notified doctor to cancel current hosting plan within his Godaddy account so that we can move this site to MWP.

    EMAIL content: “Every so often, we review all of our website accounts to make sure domains, and other technical items are up-to-date. I noticed that your domain (northlakeendo.com) is attached to a “hosting plan” in your Godaddy account. Because your website is actually with Optimized360, I recommend that you cancel/dettach the hosting account that is connected to your domain. This will enable us to update your website as new upgrades become available.

    Dettaching your hosting plan within your Godaddy will not interrupt any services you have with us. It will not effect your website. Please give me a call if you have questions regarding this matter as I strongly encourage it.”


    Leave a Comment:




    Email password closed
    Tasks | 2015-01-22 | Olivia | #27060 |

    Christina Leblanc no longer works with there.

    Update the email password for christina@northlakeendo.com and christina.northlake@gmail.com to “north_2433”

    Forward address to admin@northlakeendo.com


    Leave a Comment:




    Please Call closed
    Tasks | 2015-01-21 | Chandra | #26950 |

    Kim called while you were away, please contact 985-206-9440


    2015-01-28 | belinda.t
    Spoke with Olivia regarding emails.

    Leave a Comment:




    Emails Moved to VPS 
    Notes | 2014-12-30 | Belinda | #26206 |

    Email addresses have been moved to VPS. Email data was not moved as client is using Gmail. Confirmed that emails are working after the move. Did not need to notify client.


    Leave a Comment:




    Please Call closed
    Tasks | 2014-10-03 | Chandra | #23957 |

    Please call Christina regarding information you requested.
    work 985-206-9440
    cell 985-590-0874


    2014-10-03 | belinda.t
    LM for Christina with Deb.

    Leave a Comment:




    Please Set Up Email closed
    Tickets | 2014-10-02 | Justin | #23932 |

    Charlene@northlakeendo.com

    Deb said that she left and came back so we might still have her email on file?

    Please email Deb@northlakeendo.com regarding user & pass once completed


    2014-10-03 | chandra.t
    Updated.

    Leave a Comment:




    Email Issues 
    Notes | 2014-09-22 | Belinda | #23656 |

    Doctor and staff have had problems logging into their emails as they were accessing an old link. Emails are being loaded into the account throughout the day and have notified Doctor and Christina. Spoke to Christina regarding emails sent to Doctor regarding a DNS change. If nameservers have been updated, then there would be no issues. Offered a solution to transfer domain into our account to prevent future technical issues, if not, than will walk Christina through the process to make DNS change. Also mentioned to do this during off-peak hours to ensure smooth transition.


    2014-09-22 | sandie.v
    Deb called and asked for nameservers to input to GoDaddy for emails to work. Emails are in plesk. Provided her with NS1.MEDICALDNS.COM and NS2.MEDICALDNS.COM. She said Dr. Alongi will change it around 4:30PM, her time.

    Leave a Comment:




    Email – via Frank closed
    Tickets | 2014-09-19 | Sandie | #23641 |

    Frank,
    I am having problems getting into my email. Staff is also. The login given by Belinda was for a cosmetic dentist. i figured out to use my web address but it still does not work.
    I know my wife began using hers earlier. Her staff said that only one of them can be in the email system at a given time or they automatically get logged off. Is this the way is going to work?
    We really need things corrected immediately since we do communicate with patients and doctors through email
    Thanks
    Please give me updates.


    2014-09-19 | sandie.v
    Informed Dr the link is incorrect. Sent Dr the right webmail link. Logged into his emails using old credentials and it works fine. Since dr is looking for other programs, Suggested him Outlook and Thunderbird, but said we are limited to troubleshoot
    2014-09-19 | sandie.v
    Frank, Is http://webmail.cosmeticirvinedentist.com the new login page. I was concerned about the name. Also it does not work for me.

    Leave a Comment:




    Reply – via Frank closed
    Tickets | 2014-09-16 | Chandra | #23542 |

    Can you reply back to kim to let her know her out of office message was turned off, my message to her wont go through.


    2014-09-16 | chandra.t
    Forwarded message to Kim

    Leave a Comment:




    Zoho Charges 
    Zoho | 1991-07-04 | Sean | #20250 |

    02.20.12 $100 credit on new products for feedback 8.29.11 – Elite: $2-499 + $59/m* * 1st year waived (Charged by Chelsea)


    Leave a Comment:




    Zoho ID 
    Zoho | 1991-07-03 | Sean | #20249 |

    840057000000090301


    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:
    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:
    Cancelled
    Sitemap, Submissions, 301:
    Update Other Products:
    Status Cake:
    Live Online:
    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:
    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


    Mobile
    Fluid Responsive


    Videos


    Marketing


    Reputation


    Facebook
    2000-01-01

    Google Plus


    Blog


    SEO


    Logo


    SPK

    DC

    Email


    HIPAA Form


    SSL Security


    ADApt


    Others


    360 Plan