Money backvia Not recordedWaiting on the client · 8dnot confirmed as a complaint yet
$50
nobody is holding this
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What are you doing about it?
Calling themToday, on the number on file.Emailing themReplying in writing.Making an offerA reduction or a revised plan — record it below.Checking something firstThe account, the product, the contract. Not with the client yet.Passing it onIt belongs with another team — hand it over below.Waiting on themThe ball is with the client. Set a date to chase.Leaving it for nowA deliberate decision to do nothing yet. Needs a reason and a date to look again.It is finishedNothing outstanding — close it below.
Pick your name above and these become clickable.
June Goyal
Roma Shah
Dallas
Elly R
—
2026-09-12
$50
$100
$50
8d ago
8d ago
Not recorded
crm-note
What has happened so far
Roma Shah complained on 2026-09-12 — 8 days ago. They signed for $50 and have paid $100. Nobody is holding it.Nobody has recorded reading it. We answered last, 8 days ago. The ball is with them.
2026-09-12Elly RThanks Alecia, mom misunderstood what she was doing here. Dad did not agree to making decisions on day and FLIPPED out in the office. Stating he was being held hostage, I told him he did not
2026-09-12intake scanlogged on the desk
2026-09-04Alecia HJune, Full time student, Mom is a house Wife, Dad works full time in IT, Mom has always wanted her to model. Alecia H - 09/09/2026 14:04 - Changed confirmed from No to Full
Refund
…ut in the office. Stating he was being held hostage, I told him he did not have to make any decision nor purchase anything. I explained if he wanted to have her model later, we should secure images and move on from there. He got mad and stormed out of the office. Mom said she would do the 2 images with deposit and not refunded. Dad expected ALL images for free and I explained that would not be the case. He was not happy. I told mom I would inform team of interaction with dad and she stated yea his actions are just like this and just wanted the pics. WILD!
Evidence gathered 2026-09-19
How they pay
No payment schedule on file for this reference.
Square has taken $00 payments
Agrees with the CRM.
Correspondence with the client 0 — emails and anything quoted back, in full
No email or quoted message on this account.
Email AI
Nothing here is tagged as Email AI — and it would not be:
no note in the CRM carries an AI marker, and there is no automated author among the 246
people who write notes. So this cannot yet tell you whether Email AI handled this client.
The moment Email AI stamps what it writes (anything will do — an [AI] prefix),
its messages appear here and every past thread re-sorts on the next gather.
Internal notes 2
Elly R2026-09-12 13:53
Thanks Alecia, mom misunderstood what she was doing here. Dad did not agree to making decisions on day and FLIPPED out in the office. Stating he was being held hostage, I told him he did not have to make any decision nor purchase anything. I explained if he wanted to have her model later, we should secure images and move on from there. He got mad and stormed out of the office. Mom said she would do the 2 images with deposit and not refunded. Dad expected ALL images for free and I explained that would not be the case. He was not happy. I told mom I would inform team of interaction with dad and she stated yea his actions are just like this and just wanted the pics. WILD!
Alecia H2026-09-04 15:18
June, Full time student, Mom is a house Wife, Dad works full time in IT, Mom has always wanted her to model.
Alecia H - 09/09/2026 14:04 - Changed confirmed from No to Full
What happens next
Read the evidence and decide the positionCustomer service
Decide the outcomeManagementmust be done to close
Confirm with the clientCustomer servicemust be done to close
Who has had it
intake scan logged 2026-09-12
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