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Territory: BMS Date: 2/3/26 [x] Company: all Ticket: all User: all Type: all Role: all Bill: all Timesheet: all  2/2 Board: all Entry Status: all Ticket Status: all Issue: all [reset] Progress: 0% (0 of 10)

row id Terr Company User Date Day Start End Actual Billed Deduct Inv Amt Work Type Work Role Bill Timesheet Board Entry Status Ticket Status Ticket # Ticket Summary Int Notes Audit Done Audit Notes Notes # issues all issues errors warnings notices
1 34780 BMS AIAM fdrewett 2/3 9:30 am 10:30 am 1.00 1.00 0 125.00 Remote Standard Technician Billable 2/2 Help Desk 2.1 Billed -Closed 68592 Dan Printer Issues 0 On-Site to look at Dan's printer. Installed the new usb cable and updated the printer drivers 1 Warnings: Work Type: Possible onsite/remote mismatch (work type vs notes) Work Type: Possible onsite/remote mismatch (work type vs notes)
2 34774 BMS SONM fdrewett 2/3 10:45 am 12:00 pm 1.25 1.25 0 156.25 Remote Standard Technician Billable 2/2 Help Desk 2.1 Billed -Closed 68590 Apple Business Account Setup and troubleshooting 0 On-Site to check out the status of the M1 mac and converting the apple account for Becks to a managed account. logged out of iCloud and attempted to convert the account. Same message about being signed in on the mac... 1 Warnings: Work Type: Possible onsite/remote mismatch (work type vs notes) Work Type: Possible onsite/remote mismatch (work type vs notes)
3 37385 BMS AIAM fdrewett 2/3 11:59 am 12:00 pm 0.02 1.00 0 25.00 Travel Standard Technician Billable 2/2 Help Desk 2.1 Billed -Closed 68462 Ace Metals hut scale camera issues 3/24 manually added missing trip charge for onsite -- CS 0 2 Notices: Int Notes: Internal notes, Notes: Missing notes for travel Int Notes: Internal notes, Notes: Missing notes for travel
4 34770 BMS AIAM fdrewett 2/3 12:00 pm 2:00 pm 2.00 2.00 0 250.00 Onsite Standard Technician Billable 2/2 Help Desk 2.1 Billed -Closed 68462 Ace Metals hut scale camera issues 0 Worked with Ryan on a new data pull and Replacement camera for the Platform Scale at ACE 1 Warnings: Notes: Duplicate notes Notes: Duplicate notes
5 34772 BMS IC fdrewett 2/3 2:30 pm 4:30 pm 2.00 2.00 0 250.00 Remote Standard Technician Billable 2/2 Help Desk 2.1 Billed -Closed 68589 Rack Move at the new building 0 Working with Ryan on relocating the rack from the upstairs office to the downstairs closet 0
6 34712 BMS JGCPA mleasure 2/3 9:42 am 10:10 am 0.47 0.50 0 62.50 Remote Standard Technician Billable 2/2 Help Desk 2.1 Billed -Closed 67564 Email Migration 0 Researching tickets. 0
7 34713 BMS JGCPA mleasure 2/3 10:11 am 10:17 am 0.10 0.25 0 31.25 Remote Standard Technician Billable 2/2 Help Desk 2.1 Billed -Closed 67564 Email Migration 0 Good morning Jennifer, Thank you for the note. You’re not doing anything wrong — what you’re seeing lines up with how things are currently configured. Ryan had already started outlining a plan to consolidate the email systems so everyone ends up with a single mailbox, with old addresses continuing to work in the background. He’s been pulled into a few higher-priority issues, so I’m stepping in to review what’s already been gathered and help move this forward without things continuing to sit on the back burner. In the meantime, the reason everyone is checking two email accounts is simply because there are still two Microsoft 365 environments active. Once consolidation is completed, that should go away. For the emails from @jennifergriffithcpa.com landing in clients’ spam folders, I’ll review the current mail flow and email authentication settings to see what we can correct right away while we finalize the larger plan. I’ll follow up shortly once I’ve reviewed the existing notes and confirmed the next steps, so we can move this forward cleanly and without losing any email history. Thank you for your patience, and enjoy your weekend. Best regards, Marc 1 Notices: Notes: Notes longer than 500 characters Notes: Notes longer than 500 characters
8 34718 BMS JGCPA mleasure 2/3 10:18 am 11:00 am 0.70 0.75 0 93.75 Remote Standard Technician Billable 2/2 Help Desk 2.1 Billed -Closed 67564 Email Migration 0 Good morning Jennifer, I wanted to give you a quick update on what I’ve found so far regarding the email issues. Your domain jennifergriffithcpa.com is correctly set up for Microsoft 365, and mail is flowing as expected. However, one important email authentication feature \(DKIM\) is not yet enabled at the DNS level. This commonly causes emails to be flagged as spam by clients, which lines up with what you’ve been seeing. To complete this step, we just need to add two small DNS records at GoDaddy. No email addresses or mailboxes will change, and there is no downtime involved — this simply improves email trust and deliverability. If you’re able to provide us access to the GoDaddy account that manages the domain, I can take care of this for you. Alternatively, I can send you the exact records to add if you’d prefer to handle it on your end. Once this is in place, we should see an improvement in emails landing correctly while we continue to work on the larger email consolidation plan. Please let me know how you’d like to proceed, and thank you for your help. Best regards, Marc 1 Notices: Notes: Notes longer than 500 characters Notes: Notes longer than 500 characters
9 34728 BMS JGCPA mleasure 2/3 11:01 am 12:03 pm 1.03 1.25 0 156.25 Remote Standard Technician Billable 2/2 Help Desk 2.1 Billed -Closed 67564 Email Migration 0 Reviewed Microsoft 365 configuration for jennifergriffithcpa.com and confirmed email is correctly routed to Microsoft 365 \(MX, SPF, Autodiscover all valid\). Identified that DKIM is not currently enabled for jennifergriffithcpa.com, which is a likely cause of outbound emails being flagged as spam by recipients. Attempted to enable DKIM in Microsoft 365; process failed as expected due to missing DKIM CNAME records in DNS. Confirmed DNS for jennifergriffithcpa.com is hosted at GoDaddy. Required DKIM CNAME records have been identified and are ready to be added once DNS access is available. Client has been contacted to request GoDaddy access \(or approval to add DKIM records on their behalf\). Reviewed user exports from both Microsoft 365 tenants: RobertClarkCPA tenant contains significant legacy users. JenniferGriffithCPALLC tenant is smaller and appears to be the post-acquisition operational tenant. Confirmed admin access exists to both tenants, allowing further work once scope is finalized. Internal discussion revealed there is a third firm \(Crystal Thompson, CPA\) sharing office infrastructure, increasing scope complexity. Pausing mailbox/domain changes pending: GoDaddy access to complete DKIM setup Internal alignment \(Ryan/Frank\) on final tenant/domain strategy and which users/entities are in scope for migration Next steps \(pending\): Add DKIM CNAME records in GoDaddy and enable DKIM in Microsoft 365 Internal sync to confirm consolidation plan across all involved entities Proceed with mailbox/domain changes only after scope confirmation 1 Notices: Notes: Notes longer than 500 characters Notes: Notes longer than 500 characters
10 34750 BMS JGCPA mleasure 2/3 3:44 pm 4:27 pm 0.72 0.75 0 93.75 Remote Standard Technician Billable 2/2 Help Desk 2.1 Billed -Closed 67564 Email Migration 0 Received DNS access details for jennifergriffithcpa.com via BrandCrowd \(white-labeled GoDaddy / Wild West Domains\). Confirmed authoritative DNS is hosted on GoDaddy \(domaincontrol.com\) infrastructure. Added required DKIM CNAME records for Microsoft 365 to DNS: selector1.\_domainkey selector2.\_domainkey Records point to the appropriate \*.onmicrosoft.com DKIM endpoints for the JenniferGriffithCPALLC tenant. No existing DNS records were modified or removed. Allowing time for DNS propagation prior to enabling DKIM in Microsoft 365. Updated ITGlue with: Domain registrar and DNS hosting details BrandCrowd as the management portal for DNS changes Relevant notes for future reference and continuity Next steps \(pending\): Enable DKIM in Microsoft 365 once DNS propagation is complete Continue internal coordination regarding email consolidation scope across involved entities before making mailbox or domain changes 1 Notices: Notes: Notes longer than 500 characters Notes: Notes longer than 500 characters
11 37386 BMS AIAM rclingan 2/3 11:59 am 12:00 pm 0.02 1.00 0 25.00 Travel Standard Technician Billable 2/2 Help Desk 2.1 Billed -Closed 68462 Ace Metals hut scale camera issues 3/24 manually added missing trip charge for onsite -- CS 0 2 Notices: Int Notes: Internal notes, Notes: Missing notes for travel Int Notes: Internal notes, Notes: Missing notes for travel
12 35017 BMS AIAM rclingan 2/3 12:00 pm 2:00 pm 2.00 2.00 0 250.00 Onsite Standard Technician Billable 2/2 Help Desk 2.1 Billed -Closed 68462 Ace Metals hut scale camera issues 0 Worked with Ryan on a new data pull and Replacement camera for the Platform Scale at ACE 1 Warnings: Notes: Duplicate notes Notes: Duplicate notes

Legend:
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Error (0)
Warning (4)
Notice (8)


Warnings

Field Message Count
Notes  Duplicate notes  2
Work Type  Possible onsite/remote mismatch (work type vs notes)  2
Total  4


Notices

Field Message Count
Int Notes  Internal notes  2
Notes  Missing notes for travel  2
Notes  Notes longer than 500 characters  4
Total  8


34780 - fdrewett - 2/3 9:30 am - 68592 - Dan Printer Issues
Possible onsite/remote mismatch (work type vs notes)

34774 - fdrewett - 2/3 10:45 am - 68590 - Apple Business Account Setup and troubleshooting
Possible onsite/remote mismatch (work type vs notes)

37385 - fdrewett - 2/3 11:59 am - 68462 - Ace Metals hut scale camera issues
Missing notes for travel
Internal notes

34770 - fdrewett - 2/3 12:00 pm - 68462 - Ace Metals hut scale camera issues
Duplicate notes

34713 - mleasure - 2/3 10:11 am - 67564 - Email Migration
Notes longer than 500 characters

34718 - mleasure - 2/3 10:18 am - 67564 - Email Migration
Notes longer than 500 characters

34728 - mleasure - 2/3 11:01 am - 67564 - Email Migration
Notes longer than 500 characters

34750 - mleasure - 2/3 3:44 pm - 67564 - Email Migration
Notes longer than 500 characters

37386 - rclingan - 2/3 11:59 am - 68462 - Ace Metals hut scale camera issues
Missing notes for travel
Internal notes

35017 - rclingan - 2/3 12:00 pm - 68462 - Ace Metals hut scale camera issues
Duplicate notes