Home»Time Entries Audit loading ... [hide int notes] generated 8/8/2026 at 10:24:47 pm took 0.93 seconds version: b85cbb8 helpers: v2
Territory: BMS Month: « Mar 2026 » Company: all Ticket: all User: all Type: all Role: all Bill: all Timesheet: all 3/2 3/9 3/16 3/23 3/30 Board: all Entry Status: all Ticket Status: all Issue: Notes longer than 500 characters [x] [reset] Progress: 0% (0 of 6)
| 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 |
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| 1 | 36719 | BMS | NMLGL | dlovato | 3/14 | Sat | 10:34 am | 10:44 am | 0.17 | 0.25 | 0 | 31.25 | Remote | Standard Technician | Billable | 3/9 | Help Desk | Billed | -Closed | SLA - Resolved | 71633 | NMLGL eDiscovery | 0 | Message to Luc Luc, That meeting with Randy Autio went pretty well. He is going to be waiting on me for list of services and scenarios which Ambitions can assist with. I was discussing with him how easy it is for staff to get into the habit of doing projects in an unefficent way, or just wrong completely in some cases since some document productions aren't consistently straight forward. He was pretty receptive of this so I'm hoping it will lead to some consulting hours at the very least, even if he doesn't contract us for a bigger project. I will get started on the list of services but I'll need to go over pricing with you. One of his big concerns, and one that he reiterated a few times; Is the cost that Ambitions charges them recoverable to their clients? I would assume that most of our clients just pass the cost of Ambitions on to their clients? I didn't say yes or no since I wasn't positive and told him I would check with you. | 1 | Notices: Notes: Notes longer than 500 characters | Notes: Notes longer than 500 characters | ||||
| 2 | 36410 | BMS | SVC | fdrewett | 3/10 | 3:30 pm | 4:15 pm | 0.75 | 0.75 | 0 | 93.75 | Remote | Standard Technician | Billable | 3/9 | Help Desk 2.1 | Billed | -Closed | 71691 | Medicare Connectivity Questions | 0 | Reviewed CMS HETS Trading Partner Agreement \(TPA\) Appendix C – Connectivity with client. Investigated connectivity options \(Extranet vs. Internet\), X.509 digital certificate requirements, and how HETS connectivity relates to client's M365 environment. Researched client's practice management software \(CrystalPM\) and determined that CrystalPM uses Trizetto as its clearinghouse for 270/271 Medicare eligibility transactions. Trizetto is already an established HETS trading partner and handles HETS connectivity on the client's behalf — meaning a direct HETS TPA is likely not required for their current setup. Advised client to verify with the party who initiated the TPA request \(CMS, consultant, or other\) to confirm whether a direct connection is actually needed before proceeding with obtaining an X.509 certificate or submitting this form. Provided MCARE Help Desk contact \(866-324-7315\) for follow-up. Time: 0.75 hrs | 1 | Notices: Notes: Notes longer than 500 characters | Notes: Notes longer than 500 characters | |||||
| 3 | 37325 | BMS | TFF | fdrewett | 3/24 | 11:00 am | 11:30 am | 0.50 | 0.50 | 0 | 62.50 | Remote | Standard Technician | Billable | 3/23 | Help Desk 2.1 | Billed | -Closed | 72985 | Fwd: The Forensic Firm / blocked email | 0 | Hi Kathy, I took a look at the domain health for jgentrylaw.com and the issue is on their end — they are missing DMARC and SPF records, which causes many mail servers to block or reject their outgoing emails as potential spam or spoofing. This is something their IT department or email provider will need to resolve. They'll need to set up proper SPF and DMARC DNS records for jgentrylaw.com. Until that's corrected, you may continue seeing delivery issues from their domain. Feel free to forward this along to Christine at The Gentry Law Firm so she can pass it to her IT contact. Let me know if you have any other questions! Frank Drewett Ambitions Consulting Group ![\[image\]](https://na.myconnectwise.net/v4_6_release/api/newinlineimages/ambitionscg/07ab51be-01dc-45cc-9f4e-8d06b39ccb56/1c7649cc-f5e3-4ac9-b3ea-ed734c438ef3) https://mxtoolbox.com/emailhealth/jgentrylaw.com/ | 1 | Notices: Notes: Notes longer than 500 characters | Notes: Notes longer than 500 characters | |||||
| 4 | 37428 | BMS | BMS | fdrewett | 3/25 | 10:45 am | 11:00 am | 0.25 | 0.30 | 0 | - | Correspondence NC | Standard Technician | NoCharge | 3/23 | Help Desk 2.1 | WrittenOff | -Closed | 73180 | Fwd: RE: ConnectWise Case #03189610 Received Fw: Merger and Acquisition Request [ ref:!00D6g06Ohu | 0 | Hi Liam, Thank you for reaching out — no worries on the delay, I appreciate you picking this up. Happy to answer your questions: • Surviving company: Ambitions Consulting Group \(ACG\) • M&A stage: Completed • Points of contact / signers: - Black Moon Systems: Frank Drewett \(Owner\) — fdrewett@ambitionsgroup.com / 505-273-9685 - Ambitions Consulting Group: Lucas Rael \(Owner\) — lrael@ambitionsgroup.com • Primary contact on ACG account: Lucas Rael — lrael@ambitionsgroup.com. Please let me know if you need anything additional from him to move forward. • Closing date: We'd like to get this completed as quickly as possible — ideally before our next renewal date. Please let me know if you need a specific date and I can coordinate. Thanks Frank | 4 | Errors: Billed: Billed time not rounded to 15 minutes, Company: Company = 'BMS'; Notices: Bill: Status = 'NoCharge', Notes: Notes longer than 500 characters | Billed: Billed time not rounded to 15 minutes, Company: Company = 'BMS' | Bill: Status = 'NoCharge', Notes: Notes longer than 500 characters | ||||
| 5 | 36078 | BMS | HH | rclingan | 3/5 | 5:00 pm | 8:30 pm | 3.50 | 3.50 | 0 | 525.00 | Remote | Standard Technician | Billable | 3/2 | Help Desk 2.1 | Billed | -Resolved / Verifying | 71559 | Migration to M365 Time Tracking | 0 | work to build out intune policies for the upcoming migration to minimize the work needed on each device as we transition. Create application policies for 365, edge, and firefox to install on all company owned devices create group for company owned windows devices create baseline security policies for windows devices create WLAPS policy to control local admin account and password rotation syncing to entra id work on bitlocker policy test all current policies and ensure they are working as intended. | 1 | Notices: Notes: Notes longer than 500 characters | Notes: Notes longer than 500 characters | |||||
| 6 | 36209 | BMS | HH | rclingan | 3/9 | 10:20 am | 12:11 pm | 1.85 | 2.00 | 0 | 300.00 | Remote | Standard Technician | Billable | 3/9 | Help Desk 2.1 | Billed | -Resolved / Verifying | 71559 | Migration to M365 Time Tracking | 0 | Testing of intune NinjaRMM integration create integration for client inside of ninja check that agent deploys successfully 2 firefox applications after ninja application install runs, Firefox from entra deployment Mozilla Firefox (x64 en-us) from ninja Baseline Security Policy Testing Pin set too secure.. 14 character minimum changed to 6 bitlocker will not enable by default with additional discs mounted to computer (usb, cd drives etc) Local admin password policy shows all success but no local policy on computer inside of entra Create Bitlocker Policy for drive encryption require bitlocker for all os and fixed data drives on company owned devices store bitlocker keys to entra id | require before encryption test bitlocker policy on vm and ensure it is working. add additional drive to VM and create new simple volume to ensure it encrypts with bitlocker according to policy Create Onedrive Known Folder Move policy setup policy to enable and configure onedrive to sync document desktop and pictures set to use onedrive files on demand to conserve disk space disable tutorial the appears at the end of onedrive setup | 1 | Notices: Notes: Notes longer than 500 characters | Notes: Notes longer than 500 characters |
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Tickets with over 5 hours in the current view (1)
| Hours | Ticket # | Company | Ticket Summary |
|---|---|---|---|
| 10.25 | 71559 | HH | Migration to M365 Time Tracking |
Errors
| Field | Message | Count |
|---|---|---|
| Billed | Billed time not rounded to 15 minutes | 1 |
| Company | Company = 'BMS' | 1 |
| Total | 2 | |
Notices
| Field | Message | Count |
|---|---|---|
| Bill | Status = 'NoCharge' | 1 |
| Notes | Notes longer than 500 characters | 6 |
| Total | 7 | |