| Sept. 4, 2025 |
CONTRACT |
APP STORE PURCHASES |
Oct. 15, 2025 |
September 5th, 2025 - worked with Tara on Teams. Need to get the customer units installed in the system and purchase the apps. Canadace approved a 3-year license per device. Also need access to ensure I'm in the Avangate system.
September 4th, 2025 - worked with Tara and Digvijay on the APP STORE implementation required for the software. Sending the pricing to Candace now so we can get this ordered ASAP on Friday morning. |
| June 19, 2025 |
CONTRACT |
XWC Software |
Oct. 15, 2025 |
September 5th, 2025 - implementation performed on Friday - ask Serge and Digvijay if there are any next steps to manage.
September 4th, 2025 - working on the implementation with the Xerox team. Next meeting is on Friday afternoon to test it out. Asked Digvijay when I need to connect with him for the ANNUAL license fee to be upgraded. Add this to the spreadsheet for tracking in CAD and on the Fleet report with the customer.
* Contract submitted to Xerox - need to know the next steps for implementation.
* Sent proposal to Chris and Candace for Workplace Cloud and Sharepoint apps. Sent a follow email to Chris to see where things stand. |
| June 19, 2025 |
PROPOSAL |
XMEDIUS SOFTWARE |
Oct. 19, 2025 |
September 4th, 2025 - confirmed with the client that they want to wait to review this after the XWC project is completed and successful. Adding this to the Sales Opportunities chart.
July 30th, I asked Digvijay for an update on this pricing request.
June 19th. Customer wants a quote on XMedius fax software - sent an email to Georges looking for pricing updates + Digvijay. |
| June 4, 2025 |
CONTRACT |
Current Leases |
Oct. 15, 2025 |
September 5th, 2025 - received a copy of the two leases from the customer. Print, add to fleet report and keep in their folder. Review the "OECM pricing" that TBXI used and leased out higher on DLL contract.
September 4th, 2025 - asked Dana for a copy of the contracts for the C8145 and the C415s. Need to see who the leases are with. Also, what are the possibilities to upgrade them? They will need CARD READERS on the next round. Are they on OECM contracts/pricing?
Talk about upgrades to downstairs unit. |
| June 1, 2025 |
FLEET REPORT |
Review with Dana |
Oct. 19, 2025 |
September 5th, 2025 - asked Dana about the name on the account/serial numbers and the addresses that are incorrect. Was going to work on this with Annie, but she's gone now. Also worried that it will affect their billing.
September 4th, 2025 - received confirmation of addresses and details from Candace and Caitlyn for each location. Requested that Annie update the addresses in the Xerox systems for locations only - NOT to change billing. Asked Candace about lease details for the equipment and if they still have the C405s in their organization.
* Sent list of questions to Chris Cannon to be addressed with the client about their current fleet.
* Sent a request to Bercell for a reference for the XMedius fax solution for health care. (received) |