Re: Consolidating Callrail Setups

From
Mark Warner <itsupport@thekey.com>
To
agraziani@thekey.com
CC
support+id463316@callrailsandbox.zendesk.com, louise@20eight.ca, phil.chanda@thekey.com, itsupport@thekey.com, mheinen@thekey.com, tt@thekey.com
Date
Thu, 23 Mar 2023 13:00:58 +0000
Folder
INBOX
----==_mimepart_641c4d8aa7f18_1e92ae6d6b1befc12106596 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Daniel,=C2=A0 With the right training and access level, is combini= ng accounts something we could do ourselves in the future? =C2=A0If so, I= would like visit with you on the steps required to do that as part of th= is request. Thanks,=C2=A0 Mark Warner = = On Wed, 22 Mar at 5:14 PM , CallRail Support wrote: = "Hi , Your request (463316) has been updated. To add additional comm= ents, reply to this email. = = = = = Daniel (CallRa= il Support) = Mar 22, 2023, 5:14 PM EDT = Hello Alexa,=C2=A0 =C2=A0 Thanks for reaching back out! =C2=A0 = Each sub-company in CallRail has its own unique ID number attached to the= JavaScript snippet. If we transfer the entire sub-company, the JavaScrip= t snippet will remain the same so no changes will need to be made to the = website. =C2=A0 Let me know if you have any other questions and I'll be h= appy to help! = Thank you, = Daniel Henderson = If you have any questions in the future, remember our Support team is he= re to help! You can reach us at (888) 219-2787 by phone, or by chat at Ca= llRail.com. You can also ask the CallRail community here at=C2=A0support.= callrail.com/hc/en-us/community/topics = = = = = = = = = = Alexa Graziani = Mar 22, 2023, 4:52 PM EDT = = Thank you,=C2=A0 = Daniel! = = When it comes to the=C2=A0code on the website, will that need to get upd= ated once we make this change? = = Sincerely,=C2=A0 = = = = = = = = = = Daniel (CallRa= il Support) = Mar 22, 2023, 4:50 PM EDT = Hello Alexa, =C2=A0 Thank you for reaching out to CallRail Supp= ort. My name is Daniel and I will be happy to assist you today! =C2=A0 I'= d be happy to help you with transferring your companies between accounts.= In order to process this request, I will need the 9-digit account number= s of the gaining and losing accounts, the list of companies that you woul= d like to be transferred, and administrator authorization from an adminis= trator of each account.=C2=A0 =C2=A0 Each company that is transferred wil= l retain its associated call data. Please note that any tags applied will= not be able to be transferred if you are utilizing this feature.=C2=A0 =C2= =A0 Let me know if you have any questions and I'll be happy to help! = Thank you, = Daniel Henderson = If you have any questions in the future, remember our Support team is he= re to help! You can reach us at (888) 219-2787 by phone, or by chat at Ca= llRail.com. You can also ask the CallRail community here at=C2=A0support.= callrail.com/hc/en-us/community/topics = = = = = = = = = = IT Support = Mar 22, 2023, 4:03 PM EDT = = = Hi=C2=A0Alexa,=C2=A0 = = Monitoring ticket for Callrail support response. = = = Thanks,=C2=A0 = = Mark Warner = = = = = = = = = = = = Alexa Graziani = Mar 22, 2023, 12:09 PM EDT = Hi Callrail Support,=C2=A0 = I'd like to work with our IT team to consolidate a few Callrail setups. = = Our Montreal office is

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