Money offvia Not recordedDirection not recordednot confirmed as a complaint yet
$400
nobody is holding this
Who are you?Pick your name so this desk can record that you read it and what you did.
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.
Chris Manzi
Chris Manzi
Boston
Jodi S
2026-09-18
2026-09-18
$400
$250
$400
2d ago
2d ago
Not recorded
crm-note
What has happened so far
Chris Manzi complained on 2026-09-18 — 2 days ago. They signed for $400 and have paid $250. Nobody is holding it.Nobody has recorded reading it.Nothing on file says who spoke last.
2026-09-18Jodi SAdded 6 images to Purchased folder Model says he was not aware financial decisions were made today Model only had 200 to put down, model is 20 doesnt have credit, wasnt open to finance partn
2026-09-18intake scanlogged on the desk
2026-09-15Kristie GConfirmation attempt- LVM /TEXT Kristie G - 09/15/2026 13:20 - Changed confirmed from No to Attempted
2026-09-02Kristie G20 yrs old/ 6'0-6'1 No professional modeling exp but he has done shoots for his music and creative stuff Model sings and raps and does creative content for music videos , youtube , etc Model
Wants cut
Jodi S - 09/18/2026 18:39 Added 6 images to Purchased folder Model says he was not aware financial decisions were made today Model only had 200 to put down, model is 20 doesnt have credit, wasnt open to finance partners. Asked if he could get less pictures for less money 6 Images 400, 50 dep, 200 down, 3x50 on 30th
Evidence gathered 2026-09-19
How they pay
No payment schedule on file for this reference.
Square has taken $2502 payments, 2026-09-02 to 2026-09-18
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 3
Jodi S2026-09-18 18:39
Added 6 images to Purchased folder
Model says he was not aware financial decisions were made today
Model only had 200 to put down, model is 20 doesnt have credit, wasnt open to finance partners.
Asked if he could get less pictures for less money
6 Images 400, 50 dep, 200 down, 3x50 on 30th
Kristie G2026-09-15 13:20
Confirmation attempt- LVM /TEXT
Kristie G - 09/15/2026 13:20 - Changed confirmed from No to Attempted
Kristie G2026-09-02 18:13
20 yrs old/ 6'0-6'1
No professional modeling exp but he has done shoots for his music and creative stuff
Model sings and raps and does creative content for music videos , youtube , etc
Model works m-f he is a corrections officer at jail
OPEN TO ALL OPPORTUNITIES
AWARE OF 399.00
What happens next
Establish their positionDebt collection
Make the offerDebt collection
Confirm the new amount in writingDebt collectionmust be done to close
Who has had it
intake scan logged 2026-09-18
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