Re: [CallRail Support] Re: Consolidating Callrail Setups

From
Louise Scanlan <louise@20eight.ca>
To
Alexa Graziani <agraziani@thekey.com>
CC
CallRail Support <support+id463316@callrailsandbox.zendesk.com>, Phil Chanda <phil.chanda@thekey.com>, Megan Heinen <mheinen@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Thu, 23 Mar 2023 15:22:59 -0400
Folder
INBOX
--00000000000011143305f7963584 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I approve the transfer. Is there something specific that I need to do other than this email for the approval? Louise 613.228.2028 | 20eight.ca | Louise@20eight.ca On Thu, Mar 23, 2023 at 3:20=E2=80=AFPM Alexa Graziani wrote: > Hi Daniel, > > 9-digit account number of the losing account: 864-282-189 - Louise will > need to approve this > 9-digit account number of the gaining account: 644-045-259 - I am an > admin and can approve this > list of sub-companies to be transferred: > > - everything in HCA Montreal English > - everything in HCA Montreal French > > > Louise - Given that no changes will need to be made to the code on the > website, can you please approve this transfer? > > TheKey team - any other concerns we should address here? > > Thanks, > > On Thu, Mar 23, 2023 at 7:57=E2=80=AFAM CallRail Support support@callrailsandbox.zendesk.com> wrote: > >> "Hi , >> Your request (463316) has been updated. To add additional comments, repl= y >> to this email. >> >> *Daniel* (CallRail Support) >> >> Mar 23, 2023, 10:57 AM EDT >> Hello Mark, >> >> You are most welcome! Please let me know if any further action is needed >> and I will be happy to help! >> >> Thank you, >> >> Daniel Henderson >> >> If you have any questions in the future, remember our Support team is >> here to help! You can reach us at (888) 219-2787 by phone, or by chat at >> CallRail.com. You can also ask the CallRail community here at >> support.callrail.com/hc/en-us/community/topics >> >> >> *IT Support* >> >> Mar 23, 2023, 10:39 AM EDT >> Understood. Thank you, Daniel! >> >> Mark Warner >> >> >> *Daniel* (CallRail Support) >> >> Mar 23, 2023, 10:22 AM EDT >> Hello! >> >> Due to security purposes, transferring sub-companies between accounts ca= n >> only be completed by a CallRail representative and only after it is >> approved by an administrator from each account. We will request >> confirmation of the 9-digit account number of the losing account, the >> gaining account, and a list of sub-companies or tracking numbers to be >> transferred. >> >> Please let me know if you have any other questions and I=E2=80=99ll be h= appy to >> help! >> >> Thank you, >> >> Daniel Henderson >> >> If you have any questions in the future, remember our Support team is >> here to help! You can reach us at (888) 219-2787 by phone, or by chat at >> CallRail.com. You can also ask the CallRail community here at >> support.callrail.com/hc/en-us/community/topics >> >> >> *IT Support* >> >> Mar 23, 2023, 9:01 AM EDT >> Hi Daniel, >> >> With the right training and access level, is combining accounts somethin= g >> we could do ourselves in the future? If so, I would like visit with you= on >> the steps required to do that as part of this request. >> >> Thanks, >> >> Mark Warner >> >> >> *Daniel* (CallRail Support) >> >> Mar 22, 2023, 5:14 PM EDT >> Hello Alexa, >> >> Thanks for reaching back out

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