Client Activity Ledger

823 records

SummaryClientDateSource TypePeople InvolvedTicket #ProjectSource LinkDedupe KeyStatus
SCH/NOTICE OF SEPARATION-Jennifer OleaSCHARPMay 22, 2026, 1:05 PMCrimson IT Help Desk to Christi Brown; CC gaston.nguyen@scharpca.org; robert.featherstone@scharpca.org; christi.brown@scharpca.org945240SCHARP:Recv:2026-05-22:ticket945240schnotice-of-separationjenni
InternalCrimson ITJul 1, 2026, 11:00 AMhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recBCq1mgTpWF1xHgNEST:Meeting:recBCq1mgTpWF1xHg
Fairfield - Cybersecurity Assessment - Representative Request - Crimson ITFairfieldJun 2, 2026, 1:30 PMPete Braitsch to Christi Brown; CC Jesus RochinOutlook:Recv:2026-06-02:fairfield-cybersecurity-assessment-repre
Get access to printer at 8836 S. Vermont Office . Ticket closed 2026-06-03. Status: Closed*SCHARPMay 20, 2026, 5:00 PMGiovanny Isidoro, Charlene Virtucio947180https://na.myconnectwise.net/v4_6_release/ConnectWise.aspx?routeid=ServiceFV&recid=947180CW:Ticket:947180:2026-05-21
[E] RE: Invitation: Verizon + Ability First @ Thu Jun 4, 2026 10:30am - 10:45...Ability FirstJun 3, 2026, 2:53 PMRodriguez, Gloria to Christi Brown; CC Jesus Emanuel Amezcua; mfleming@abilityfirst.orgOutlook:Recv:2026-06-03:e-re-invitation-verizon-ability-first-th
Customer Success StoriesCrimson ITJun 2, 2026, 12:24 PMGroovi Digital to Christi Brown; CC Mike Yasuma; Anzor ZurhaevOutlook:Recv:2026-06-02:customer-success-stories
Customer Thermometer: Red Alert!Crimson ITJun 4, 2026, 10:14 AMBekker Fourie to Christi BrownOutlook:Recv:2026-06-04:customer-thermometer-red-alert
Demo and review of Mail Intelligence app live in Westwood's Azure tenant covering Ada AI triage, security constraints, beta status, and resell pathway.Crimson ITAug 13, 2026, 11:00 AMhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recs0fqc5fvNu38e6NEST:Meeting:recs0fqc5fvNu38e6
Police Alarm Permit Application ReceivedSCHARPJun 4, 2026, 5:28 PMCrystal Olivo to Christi Brown; CC Juan Flores; Christi BrownSCHARP:Recv:2026-06-04:police-alarm-permit-application-received
Karney Properties/Karney Properties New Employee Onboarding Form - Steven NgKarney PropertiesJun 4, 2026, 4:25 PMEvelyn Camargo to Christi Brown; CC Mike Yasuma; Christi Brown945704Outlook:Recv:2026-06-04:ticket945704karney-propertieskarney-prop
Delivery Status Notification (Failure)SCHARPMay 29, 2026, 3:58 PMErin Hill to Christi BrownSCHARP:Recv:2026-05-29:delivery-status-notification-failure
Ticket #947005 - "IT Update: BAFMA MFA Goes Live June 5 + Annual Survey, PTO ...SCHARPJun 1, 2026, 7:13 PMCrimson IT Help Desk to Christi Brown947005SCHARP:Recv:2026-06-01:ticket-947005-it-update-bafma-mfa-goes-l
Your Verizon service suspension reminder.SCHARPJun 5, 2026, 2:19 AMVerizon Wireless to Christi BrownSCHARP:Recv:2026-06-05:your-verizon-service-suspension-reminder
Important Alarm Permit UpdateSCHARPMay 27, 2026, 9:02 AMADT Security Services to Christi BrownSCHARP:Recv:2026-05-27:important-alarm-permit-update
Employee of the Year RecipientsSCHARPMay 29, 2026, 12:55 PMEdana Magee to Christi BrownSCHARP:Recv:2026-05-29:employee-of-the-year-recipients
Kicked off Microsoft 365 Copilot readiness and deployment project with Alere across five phases covering tenant hardening, pilot, and full rollout.AlereMay 21, 2026, 11:00 AMhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recUG4tH7Dzlmyel8NEST:Meeting:recUG4tH7Dzlmyel8
Ready to reconnect your Verizon service?SCHARPMay 26, 2026, 7:08 AMVerizon Wireless to Christi BrownSCHARP:Recv:2026-05-26:ready-to-reconnect-your-verizon-service
Christi demonstrated her Inbox/Calendar Automation Application to Sergio, Brett, and Casey; team aligned on free deployment to client tenancy pending Azure subscription setup, estimated one week post-setup.Crimson ITJul 21, 2026, 11:00 AMhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recPRm8y5eG7ILaKcNEST:Meeting:recPRm8y5eG7ILaKc
Ticket #947815 - "SCHARP and BAFMA IT Update - June 1, 2026" has been Closed.SCHARPJun 4, 2026, 8:45 AMCrimson IT Help Desk to Christi Brown947815SCHARP:Recv:2026-06-04:ticket-947815-scharp-and-bafma-it-update
1.1 Kickoff & Use Case Discovery. Status: NewAvalonMay 20, 2026, 5:00 PMVance Nygard, Christi Brown947208https://na.myconnectwise.net/v4_6_release/ConnectWise.aspx?routeid=ServiceFV&recid=947208CW:Ticket:947208:2026-05-21
5.8 Future Scope Documentation - Data Cleanup + MRI/Argus Integration. Status: NewAlereMay 20, 2026, 5:00 PMKenny Yoon, Christi Brown946129https://na.myconnectwise.net/v4_6_release/ConnectWise.aspx?routeid=ServiceFV&recid=946129CW:Ticket:946129:2026-05-21
2026 Tabletop Participant BriefingEldridge AcreJun 2, 2026, 2:10 PMChristi Brown to Paul Giorgio; Sam Smith; Esther GarrisonOutlook:Sent:2026-06-02:2026-tabletop-participant-briefing
Consultation with long-term client on phased Microsoft Copilot and Claude AI rollout, covering security controls, pilot setup by August 19, and September full-staff deployment.Crimson ITAug 12, 2026, 11:00 AMhttps://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec8nDr78afGqY5F5NEST:Meeting:rec8nDr78afGqY5F5
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