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customized-17105 [David.Lopez]
customized-24542 [Nine.Chapters]

Today's Date : 2024-06-16 Sunday

Week Day	Date	Contact #	User Id	Note
Friday	2010-10-29	5	3086	212-893-6415 bruce gould morgan stanley smith barny. after 8:00 why all negative http://www.j3sg.com/Reports/Stock-Insider/Generate-Institution-Portfolio.php?institutionid=4153&DV=yes
Thursday	2011-02-17	3	14528	Call Stanford. see if she wants 1 month trial with 3-5 users and flat file of names and shit
Thursday	2011-04-07	4	14954	call this guy after his trial expires, we must get him for $180 or $900. Give to rob if need be. callerId as 206-234-2853
Thursday	2011-10-12	2	13939	cancelled subscription and requested a free trial, call monday and see if she wants the subscription.



Date	University/Orgainization Name	Future Contact Notes

	Email - Reply to subscription request
	Email - Reply to nonsubscription Request
	Email - Free Trial Request From HedgeTracker
	Call - Cold
	Call - Other

contact 1

contact 2

contact 3

contact 4

contact 5

	Notes 1:	15045 spoke to this guy 4-25-11, wants 180. learned about us via kirk report. suggested scroll through c
	Notes 2:	22
	Notes 3:	14195 wbrancucci@yahoo.com peerGroup Issue 203-246-7915
	Notes 4:	People I have spoke to about unique jobs: ioghiur@yahoo.com : ratios see email incoming box
	Notes 5:	People I have spoke to regarding $180 membership: 13688, 4380, 14259. spoke with 4738 gave a long tour explaining all, but never talked about membership.

New Customers Need To call and ask how they are doing and explain some stuff.

Customers Whose Accounts are about to expire

entryid	email	customerId	payAmount	plan	createdDate	expiration	firstContact	lastContact	Edit
351	qinics@outlook.com	34644	180	l	2023-06-05	2024-06-04			Update

COMPANY	QUALITY CONTROL	PARSING	HOLDERS	FILE TRANSFER	CLIENT SCRIPTS	SCRIPTS	DONORWATCH	INTITUTIONS	MUTUALFUNDS	LINKS

Update Settings Summary Contact Organizer	Pricing Q/A Blank Q/A Ratios Q/A Dashboards DonorWatch Transactions t1 Derivatives t2	form 3 S O H form 4 S O H form 5 S O H 13F 13F XML Derivatives-Dash Mutual Funds shares out 144/1 144/2	search filers form 345 problem 345 144 Filings	SEC All Filings companies 9th Digit Scrapers	• Altair blank blank blank	scripts predetermined e-mailing ranking splits Insert Pricing Problem & MV Pricing	update scripts login Sneak	update search scripts	update scripts Show Funds QA Dates QA Matching QA Calulation QA Division QA Archiving QA Cal. Run	email sec reports google sec archive overture