Client Activity Ledger

823 records

SummaryClientDateSource TypePeople InvolvedTicket #ProjectSource LinkDedupe KeyStatus
You are almost out of data.SCHARPJun 3, 2026, 6:20 PMVerizon Wireless to Christi BrownSCHARP:Recv:2026-06-03:you-are-almost-out-of-data
InternalCrimson ITJul 7, 2026, 11:00 AMhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec0kJLLgd2drw9V6NEST:Meeting:rec0kJLLgd2drw9V6
Internal weekly meeting covering IT budget submission, security awareness training status, ticket analysis, and infrastructure updates.Crimson ITAug 3, 2026, 11:00 AMhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reckwl9gCvCI6VCrCNEST:Meeting:reckwl9gCvCI6VCrC
All-hands meeting covering Pete's appointment as CEO, IT Glue to Hudo migration deadline, June AI competition launch, new hires, and client project updates for Collier's EYP and Anderson.Crimson ITMay 20, 2026, 11:00 AMhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec4qP29FKQRaL27LNEST:Meeting:rec4qP29FKQRaL27L
First American Data & Analytics Invoice for May 1st - May 31st Invoice Numbe...SCHARPJun 2, 2026, 12:09 PMbilling.sna.ca@datatree.com to Christi BrownSCHARP:Recv:2026-06-02:first-american-data-analytics-invoice-fo
```json { "client": "Internal", "ledger_summary": "Week 25 Project UF kickoff covering AbilityFirst Wi-Fi/failover, Cotsen and Karney billing, DTLA Alliance free project, Anderson firewall schedulCrimson ITJun 16, 2026, 11:00 AMhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recIRGROH1NLQIJ4zNEST:Meeting:recIRGROH1NLQIJ4z
AbilityFirst - May 2026 IT ticket metrics report and CW ticket structure analysis. Detail added by Crimsongpt API. Built May 2026 monthly IT numbers report for AbilityFirst and contributed analysis to the cross-client CW tick...Ability FirstMay 20, 2026, 5:00 PMMichuan Fleming, Christi Brown947966https://na.myconnectwise.net/v4_6_release/ConnectWise.aspx?routeid=ServiceFV&recid=947966CW:Ticket:947966:2026-05-21
Internet and Network at CampAbility FirstJun 1, 2026, 12:02 PMGreg Peacher to Christi Brown; CC Gabby Ortiz; Kelly Privitt; Michael Chawner; Blake; Zach; Craig Chawner; Michuan FlemingOutlook:Recv:2026-06-01:internet-and-network-at-camp
RETURN TO WORK NOTICE-Francis AguilarSCHARPJun 1, 2026, 12:35 PMBridget Grisby to Christi Brown; CC Gaston Nguyen; Robert featherstone; Christi BrownSCHARP:Recv:2026-06-01:return-to-work-noticefrancis-aguilar
Weekly leadership sync covering personnel onboarding, Maverick migration urgency, Weingart renewal, pricing process failure, team stress, and quarterly rock status.Crimson ITMay 19, 2026, 11:00 AMhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recTW8iL4t7kIdNQNNEST:Meeting:recTW8iL4t7kIdNQN
[Action required] Your HelpDesk subscription payment failedSCHARPMay 22, 2026, 10:58 AMBilling to Christi BrownSCHARP:Recv:2026-05-22:action-required-your-helpdesk-subscripti
Got the Jemmott Rollins emails sortedSCHARPJun 3, 2026, 10:18 AMCrystal Olivo to Christi Brown; CC Gaston NguyenOutlook:Recv:2026-06-03:got-the-jemmott-rollins-emails-sorted
June IT Update from your IT Department (and 2 kitten pictures)Ability FirstJun 1, 2026, 11:20 AMChristi Brown to af_all_staff@abilityfirst.org; CC olivia@crimsonit.com; Mike@crimsonit.comAFGraph:Sent:2026-06-01:june-it-update-from-your-it-department-a
Session 1: Reframing Opioid Use Disorder and Co-occurring & Comorbid Disorder...SCHARPMay 22, 2026, 6:02 AMNational Council for Mental Wellbeing to Christi BrownSCHARP:Recv:2026-05-22:session-1-reframing-opioid-use-disorder
Ticket #946533 - "DNS Issue: DNS - Server could not communicate with network ...SCHARPMay 28, 2026, 9:47 AMCrimson IT Help Desk to Christi Brown946533SCHARP:Recv:2026-05-28:ticket-946533-dns-issue-dns-server-could
RE: [EXTERNAL]RE: [EXTERNAL]RE: [EXTERNAL]Re: OWL PurchaseAbility FirstMay 28, 2026, 12:25 PMChristi Brown to Pete Braitsch; Olivia PannellOutlook:Sent:2026-05-28:externalre-externalre-externalre-externa
Devices for camp Ability FirstMay 26, 2026, 9:01 AMChristi Brown to Kelly Privitt; Michuan FlemingOutlook:Sent:2026-05-26:externaldevices-for-camp
InternalCrimson ITJul 9, 2026, 11:00 AMhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recalhAOHy0Dp9fa2NEST:Meeting:recalhAOHy0Dp9fa2
Salesforce Add-OnCrimson ITJun 2, 2026, 11:01 AMRobert McRae III to Christi Brown; CC Katie KohutOutlook:Recv:2026-06-02:salesforce-addon
Action needed: switch on your 2-Step Verification (takes 1 minute)SCHARPMay 22, 2026, 4:21 PMBrittny Dixon to Christi Brown; CC itsupport@scharpca.org; Christi BrownSCHARP:Recv:2026-05-22:action-needed-switch-on-your-2step-verif
Alere Project MeetingAlereJun 4, 2026, 11:27 AMChristi Brown to Outlook:Sent:2026-06-04:alere-project-meeting
InternalCrimson ITJul 10, 2026, 11:00 AMhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recRH61ng9MLku34TNEST:Meeting:recRH61ng9MLku34T
Webinar: Powering workflows with the new Box AutomateSCHARPJun 1, 2026, 8:09 AMThe Box Team to Christi BrownSCHARP:Recv:2026-06-01:webinar-powering-workflows-with-the-new
Important: Upcoming Change to Credit Card Processing FeesAbility FirstJun 2, 2026, 6:12 PMMichuan Fleming to Christi BrownOutlook:Recv:2026-06-02:externalimportant-upcoming-change-to-cre
Learn how to host a web app in AzureSCHARPMay 22, 2026, 10:58 AMMicrosoft Azure to Christi BrownSCHARP:Recv:2026-05-22:learn-how-to-host-a-web-app-in-azure
You have 2 pending requests for Adobe apps to reviewIrongateJun 4, 2026, 1:33 PMAdobe to Christi BrownOutlook:Recv:2026-06-04:you-have-2-pending-requests-for-adobe-ap
Checking in on the alarm permit for the Vermont Ave siteSCHARPJun 3, 2026, 11:20 AMJuan Flores to Christi Brown; CC Crystal Olivo; Christi BrownSCHARP:Recv:2026-06-03:checking-in-on-the-alarm-permit-for-the
Insider threat response initiated at Belay including litigation hold, E5 upgrades, DLP enablement, and Active Track silent deployment pending quote approval.Crimson ITJul 24, 2026, 11:00 AMhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recDB005EodTUlojZNEST:Meeting:recDB005EodTUlojZ
CIO-SFV COP Meeting // Follow UpCrimson ITJun 3, 2026, 3:40 PMJohn Buccola to Christi BrownOutlook:Recv:2026-06-03:ciosfv-cop-meeting-follow-up
2026 CONFERENCE: BREAKFAST KEYNOTE SPEAKER ADDEDSCHARPJun 1, 2026, 12:04 PMSCANPH to Christi BrownSCHARP:Recv:2026-06-01:2026-conference-breakfast-keynote-speake
Ready to reconnect your Verizon service?SCHARPJun 3, 2026, 5:03 AMVerizon Wireless to Christi BrownSCHARP:Recv:2026-06-03:ready-to-reconnect-your-verizon-service
5.26 Member Monthly NewsletterSCHARPJun 1, 2026, 2:50 PMSCANPH to Christi BrownSCHARP:Recv:2026-06-01:526-member-monthly-newsletter
Crenshaw Badge Access. Ticket closed 2026-06-04. Status: Closed*SCHARPMay 20, 2026, 5:00 PMKatie Kuyama, Robert Featherstone947287https://na.myconnectwise.net/v4_6_release/ConnectWise.aspx?routeid=ServiceFV&recid=947287CW:Ticket:947287:2026-05-21
InternalCrimson ITJul 13, 2026, 11:00 AMhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recU5o7zsymkZ60NJNEST:Meeting:recU5o7zsymkZ60NJ
DTLA: Daily - Adding Email Block List. Detail added by template1123. DTLA AllianceMay 20, 2026, 5:00 PMKevin Thomas, Anton Mark948562https://na.myconnectwise.net/v4_6_release/ConnectWise.aspx?routeid=ServiceFV&recid=948562CW:Ticket:948562:2026-05-21
```json { "client": "Internal", "ledger_summary": "Weekly all-hands covering ITG-to-Hudu migration cutover, cybersecurity and operations updates, account management items across multiple clients, Crimson ITMay 27, 2026, 11:00 AMhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recinJdwMaMaSg2VxNEST:Meeting:recinJdwMaMaSg2Vx
```json { "client": "Internal", "ledger_summary": "Weekly ops review covering Eldridge, Alere, Avalon, Ability First, and Scharp project statuses, plus internal team wellness review, vacation handCrimson ITJun 5, 2026, 11:00 AMhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recrhgK3w8GU4KqcyNEST:Meeting:recrhgK3w8GU4Kqcy
Mental Wellbeing Weekly: CCBHC Medicaid Program Expansion and MoreSCHARPJun 4, 2026, 6:03 AMNational Council for Mental Wellbeing to Christi BrownSCHARP:Recv:2026-06-04:mental-wellbeing-weekly-ccbhc-medicaid-p
AF - June 2026 IT Update newsletter draft (Aoife debut, Forms training). Ticket closed 2026-06-02. Status: Closed*Ability FirstMay 20, 2026, 5:00 PMMichuan Fleming, Christi Brown947970https://na.myconnectwise.net/v4_6_release/ConnectWise.aspx?routeid=ServiceFV&recid=947970CW:Ticket:947970:2026-05-21
Canceled: BHCIP (Monthly Meeting) B5_508_SCHARPVermontSCHARPMay 28, 2026, 3:06 PMChristopher Fasl to Christi BrownSCHARP:Recv:2026-05-28:canceled-bhcip-monthly-meeting-b5508scha
Discussed Eversave upgrade with company-wide litigation hold, insider threat monitoring rollout via Anton's team, and ActiveTrack Workforce Management tier evaluation and quote coordination.Crimson ITJul 24, 2026, 11:00 AMhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reckUEA35i9cj6nc2NEST:Meeting:reckUEA35i9cj6nc2
Payment confirmation: Invoice #50111-(ComDirect, Inc.)Ability FirstMay 29, 2026, 3:39 PMSusanna Deng to Christi BrownOutlook:Recv:2026-05-29:externalpayment-confirmation-invoice-501
E-Mail Feed Failure NotificationSCHARPJun 2, 2026, 12:06 AMsupport@zixcorp.com to Christi BrownSCHARP:Recv:2026-06-02:email-feed-failure-notification
Your payment was successfully processed for your Box Account B00480549SCHARPMay 31, 2026, 6:02 AMBox.com to Christi BrownSCHARP:Recv:2026-05-31:your-payment-was-successfully-processed
Re: [EXTERNAL]Your IT Request for Need to fix email setting under volunteers@ has been created: Tick. Ticket closed 2026-06-02. Status: Closed - SilentAbility FirstMay 20, 2026, 5:00 PMJess Matley947810https://na.myconnectwise.net/v4_6_release/ConnectWise.aspx?routeid=ServiceFV&recid=947810CW:Ticket:947810:2026-05-21
Ability First Employee Onboarding Form - Finley Brown, Start: Monday, June 8, 2026. Detail added by Jessica Delgado. First Name Finley Last Name Brown Job Title Camp Paivika - Program Director Department Camp Paivika Office Loc...Ability FirstMay 20, 2026, 5:00 PMJessica Delgado, Kaleab Tadesse948167https://na.myconnectwise.net/v4_6_release/ConnectWise.aspx?routeid=ServiceFV&recid=948167CW:Ticket:948167:2026-05-21
Ability First - ##MONTH-YEAR## - Monthly Security Report tickets. Detail added by template877. If Applicable: Monthly Sophos Monthly Shield Vision Monthly KB4 Monthly DarkWeb ID Monthly Avanan Incident Rep...Ability FirstMay 20, 2026, 5:00 PMCitsadmin Admin, Anton Mark947502https://na.myconnectwise.net/v4_6_release/ConnectWise.aspx?routeid=ServiceFV&recid=947502CW:Ticket:947502:2026-05-21
HHS Announces 10 New States in CCBHC Medicaid DemonstrationSCHARPMay 28, 2026, 2:24 PMNational Council for Mental Wellbeing to Christi BrownSCHARP:Recv:2026-05-28:hhs-announces-10-new-states-in-ccbhc-med
Phone number change for Ability FirstAbility FirstJun 1, 2026, 11:35 AMRyan Hill to Christi Brown; CC Christi BrownOutlook:Recv:2026-06-01:phone-number-change-for-ability-first
InternalCrimson ITJun 29, 2026, 11:00 AMhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recAOzll3VPs4H6RtNEST:Meeting:recAOzll3VPs4H6Rt
AI University - CoPilot / Claude / ChatGPT Trial AccountsKarney PropertiesJun 1, 2026, 7:19 PMChristi Brown to 'Jason Yu'; CC Evelyn CamargoOutlook:Sent:2026-06-01:ai-university-copilot-claude-chatgpt-tri
You have an invoice waiting (#000759)SCHARPMay 31, 2026, 11:02 AMVernon's Mobile Car Wash & Detail Services to Christi Brown000759SCHARP:Recv:2026-05-31:you-have-an-invoice-waiting-000759
Ticket #945675 - "Radios for security team" has been Closed.SCHARPMay 25, 2026, 2:11 PMCrimson IT Help Desk to Christi Brown945675SCHARP:Recv:2026-05-25:ticket-945675-radios-for-security-team-h
Christi led a live tutorial on managing Microsoft distribution lists but could not locate the AF_supervisors list and paused to consult with Shane at Ability FirstCrimson ITJun 18, 2026, 11:00 AMhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recay76Y3OxLl0JlxNEST:Meeting:recay76Y3OxLl0Jlx
Microsoft price increasesCrimson ITJun 5, 2026, 9:35 AMMike Yasuma to Christi Brown; CC Anzor ZurhaevOutlook:Recv:2026-06-05:microsoft-price-increases
Ready to reconnect your Verizon service?SCHARPJun 4, 2026, 2:13 AMVerizon Wireless to Christi BrownSCHARP:Recv:2026-06-04:ready-to-reconnect-your-verizon-service
Access to Canva. Detail added by Sirarotoga Solomona. CAUTION: EXTERNAL EMAIL EXTERNAL EMAIL - This email was sent by a person from outside your organization. Exerc...SCHARPMay 20, 2026, 5:00 PMSirarotoga Solomona, Gaston Nguyen947105https://na.myconnectwise.net/v4_6_release/ConnectWise.aspx?routeid=ServiceFV&recid=947105CW:Ticket:947105:2026-05-21
Leaving out of the Country on 5/28Crimson ITMay 27, 2026, 4:15 PMChristi Brown to 'Carl Gayden'; Michuan Fleming; CW Helpdesk; Bekker FourieOutlook:Sent:2026-05-27:leaving-out-of-the-country-on-528
Staff Member's Equipment StolenAbility FirstJun 4, 2026, 9:15 AMShane Preston Rosby to Christi Brown; CC help@crimsonit.com; mfleming@abilityfirst.org; aperez@abilityfirst.orgAFGraph:Recv:2026-06-04:staff-members-equipment-stolen
E-Mail Feed Failure NotificationSCHARPJun 5, 2026, 12:06 AMsupport@zixcorp.com to Christi BrownSCHARP:Recv:2026-06-05:email-feed-failure-notification
SCH/NOTICE OF SEPARATION-Keith JacksonSCHARPMay 28, 2026, 1:10 PMApollo Diaz to Christi Brown; CC Gaston Nguyen; Robert featherstone; Christi Brown946582SCHARP:Recv:2026-05-28:ticket946582schnotice-of-separationkeith
Your service suspension is complete.SCHARPJun 5, 2026, 4:53 AMVerizon Wireless to Christi BrownSCHARP:Recv:2026-06-05:your-service-suspension-is-complete
InternalCrimson ITJul 7, 2026, 11:00 AMhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recmuLIgVIxrPrU1jNEST:Meeting:recmuLIgVIxrPrU1j
Week two of six Copilot deployment: sensitivity labels pending PEC approval, pilot use cases being collected, Phase One on track ahead of schedule and under budget.Crimson ITJun 4, 2026, 11:00 AMhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recLYNISvaG7ky8N5NEST:Meeting:recLYNISvaG7ky8N5
Southern California Health & Rehabilitation Program [ ref:!00D800ashm.!500Hu0...SCHARPMay 28, 2026, 11:22 AMRobert featherstone to Christi Brown; CC melissa.robinette@t-mobilesupport.com; christi.brown@scharpca.orgSCHARP:Recv:2026-05-28:southern-california-health-rehabilitatio
June Webinars Crimson ITJun 1, 2026, 10:16 AMGracie Herrera to Christi BrownOutlook:Recv:2026-06-01:june-webinars
Weekly IT infrastructure meeting covering internet upgrade quotes at 2610 HQ, ADT access control activation at 2594 Doctor Barrow, and budget submission confirmation.Crimson ITAug 4, 2026, 11:00 AMhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recsGwxzzKW0u8cJnNEST:Meeting:recsGwxzzKW0u8cJn
Christi approved conditional code re-use of Adapto Inbox for Westwood Financial inbox assistant project, and addressed MPath access failures and Foothill client takeover security planning.Crimson ITAug 6, 2026, 11:00 AMhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reccKnldZZWVo9iKQNEST:Meeting:reccKnldZZWVo9iKQ
ChatGPT and Claude Account CreationKarney PropertiesJun 3, 2026, 11:32 AMJason Yu to Christi Brown; CC Mauritz du Plessis; Christi Brown; Evelyn CamargoOutlook:Recv:2026-06-03:chatgpt-and-claude-account-creation
Resolved OpenAI billing failure, confirmed Copilot rollout status, and aligned on AI training content and application deployment timeline.Crimson ITJul 21, 2026, 11:00 AMhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recAeDV4y8NTGcegQNEST:Meeting:recAeDV4y8NTGcegQ
Blocked for Wayfinder IT Sharepoint Training - sign off pending by 6/3 WayfinderMay 29, 2026, 4:03 PMJulia Kronfli to Christi BrownOutlook:Recv:2026-05-29:blocked-for-wayfinder-it-sharepoint-trai
Jobs Marketplace Newsletter - May 2026SCHARPMay 26, 2026, 8:23 AMNational Council for Mental Wellbeing to Christi BrownSCHARP:Recv:2026-05-26:jobs-marketplace-newsletter-may-2026
E-Mail Feed Failure NotificationSCHARPMay 27, 2026, 12:05 AMsupport@zixcorp.com to Christi BrownSCHARP:Recv:2026-05-27:email-feed-failure-notification
🔎 Skip the DIY – let our Pros do the workSCHARPJun 5, 2026, 8:02 AMNetwork Solutions to Christi BrownSCHARP:Recv:2026-06-05:skip-the-diy-let-our-pros-do-the-work
Turn on 2FA. Ticket closed 2026-06-04. Status: Closed*SCHARPMay 20, 2026, 5:00 PMYesenia Rodriguez, Robert Featherstone947260https://na.myconnectwise.net/v4_6_release/ConnectWise.aspx?routeid=ServiceFV&recid=947260CW:Ticket:947260:2026-05-21
RE: [EXTERNAL]RE: [EXTERNAL]RE: [EXTERNAL]Re: OWL PurchaseAbility FirstJun 3, 2026, 10:46 AMAraceli González to Christi Brown; CC Michuan Fleming; Christi Brown; Kobe RamirezOutlook:Recv:2026-06-03:externalre-externalre-externalre-externa
Logo for DocsEldridge AcreJun 2, 2026, 10:33 AMChristi Brown to sam.smith@eldridgeacre.comOutlook:Sent:2026-06-02:logo-for-docs
HR and IT Ability FirstJun 2, 2026, 11:43 AMChristi Brown to Michuan Fleming; Alma Perez; Shane Preston Rosby; Jessica Delgado; Chase ThomasOutlook:Sent:2026-06-02:hr-and-it
InternalCrimson ITJun 30, 2026, 11:00 AMhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recoQNujZCMXAYDfqNEST:Meeting:recoQNujZCMXAYDfq
Planning call covering network switch replacement, AP inventory and reallocation, media converter logistics, main lodge port consolidation, legacy TTX equipment disposition, and on-site scheduling for upcoming Thursday and Friday site work.Crimson ITJun 1, 2026, 11:00 AMhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recdPP5kDzgzl3i90NEST:Meeting:recdPP5kDzgzl3i90
[E] Phone number change for Ability FirstAbility FirstJun 1, 2026, 3:51 PMRodriguez, Gloria to Christi Brown; CC Ryan HillOutlook:Recv:2026-06-01:e-phone-number-change-for-ability-first
AI tool training and configuration session covering Claude and Copilot setup, workflow design, planned Clio and LawPay API integrations, and foster care personal discussion with client rep Tally.Crimson ITAug 25, 2026, 11:00 AMhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recQEKohaC3X6gTzvNEST:Meeting:recQEKohaC3X6gTzv
PM-2 Weekly Friday EOD Status Emails. Status: NewAlereMay 20, 2026, 5:00 PMKenny Yoon, Christi Brown946131https://na.myconnectwise.net/v4_6_release/ConnectWise.aspx?routeid=ServiceFV&recid=946131CW:Ticket:946131:2026-05-21
Your time off request has been approvedCrimson ITJun 1, 2026, 10:18 AMTriNet to Christi BrownOutlook:Recv:2026-06-01:your-time-off-request-has-been-approved
Healthcare Funding is on the Ballot!SCHARPMay 29, 2026, 9:46 AMEmpowerment Congress to Christi BrownSCHARP:Recv:2026-05-29:healthcare-funding-is-on-the-ballot
InternalCrimson ITJun 19, 2026, 11:00 AMhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recc24E5lNv7iZlYlNEST:Meeting:recc24E5lNv7iZlYl
Debrief of client tabletop exercise covering Smarsh archival gaps, a single point of failure risk around Monty, and next steps including report prep and a new runbook.Crimson ITJun 2, 2026, 11:00 AMhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recwHsj2ZspJeHdcRNEST:Meeting:recwHsj2ZspJeHdcR
```json { "client": "Karney Properties", "ledger_summary": "Christi and Pete finalized the three-day AI training plan for Karney Properties starting July 27, covering structure, content, tool guidCrimson ITJul 24, 2026, 11:00 AMhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reclPbflxFGjiRhp3NEST:Meeting:reclPbflxFGjiRhp3
Internal sync uncovered scope misalignment, untracked SSO work, missing kickoff, and billing timing issues on a Cloud team setup project.Crimson ITJun 16, 2026, 11:00 AMhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recvuehLtUAqIawgoNEST:Meeting:recvuehLtUAqIawgo
InternalCrimson ITJul 13, 2026, 11:00 AMhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recRmK6ZT11SJzyCGNEST:Meeting:recRmK6ZT11SJzyCG
InternalCrimson ITJul 13, 2026, 11:00 AMhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recJYHOGuAVD2rSPjNEST:Meeting:recJYHOGuAVD2rSPj
AI University coordination with Jason Yu - session postponement and group exercise designKarney PropertiesJul 28, 2026, 9:05 AMChristi Brown; Jason Yu913531 (project 2626)KARNEY-20260728-913531-ai-university-coordination
Manager proactively coordinated with full leadership team including Crystal to provide political cover and psychological safety assurance to a cautious team member facing potential fallout from Doctor Barber.Crimson ITJul 31, 2026, 11:00 AMhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rech7U8qZVXPISfjmNEST:Meeting:rech7U8qZVXPISfjm
90-minute Microsoft 365 Copilot practical training for Alere Property Management and Accounting staff covering Outlook, Word, Excel, PowerPoint, Teams, chat, and agent creation workflowsAlereAug 3, 2026, 11:00 AMhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recc7MdNl4A0kVBV5NEST:Meeting:recc7MdNl4A0kVBV5
Bundle and save 30% 🎉SCHARPMay 28, 2026, 8:10 AMNetwork Solutions to Christi BrownSCHARP:Recv:2026-05-28:bundle-and-save-30
Budget, cost and expenses meeting; file migration plan and report access modelSCHARPJul 28, 2026, 12:21 PMChristi Brown; SCHARP finance; Patrick Doolin; Darva Coleman; AP962519SCHARP-20260728-962519-budget-file-migration
Alere - Copilot Readiness kickoff meeting + follow-up (5/21). Status: Working Issue NowAlereMay 20, 2026, 5:00 PMKenny Yoon, Christi Brown945230https://na.myconnectwise.net/v4_6_release/ConnectWise.aspx?routeid=ServiceFV&recid=945230CW:Ticket:945230:2026-05-21
Printer in HR Office scans documents crookedSCHARPJun 3, 2026, 2:20 PMBridget Grisby to Christi BrownSCHARP:Recv:2026-06-03:printer-in-hr-office-scans-documents-cro
Aguilera v. Barbour and Floyd Medical Associates LP, et al. - Informal DiscoverySCHARPMay 28, 2026, 4:11 PMNazik Kalpakchyan to Christi Brown; CC Christi Brown; Kristina KourasisSCHARP:Recv:2026-05-28:aguilera-v-barbour-and-floyd-medical-ass
Quote 7595 - 5 Chargers for Lenovo Thinkpad laptop model 21ML0057USAbility FirstJun 2, 2026, 6:52 PMMichuan Fleming to Christi Brown; CC Kaleab Tadesse; Aivee Salvame; Magie MasOutlook:Recv:2026-06-02:externalquote-7595-5-chargers-for-lenovo
201 to 300 of 823PreviousNext